CAREERS AT SLAGLE FINANCIAL Client Relations & Events Coordinator

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DEPARTMENT: Support Team LOCATION: Fort Walton Beach, Florida

Client Experience & Events Coordinator

Location: Fort Walton Beach, Florida

Salary: Starting at $45k

Employment Type: Full-Time | Monday–Friday, 8:30 AM–4:30 PM | Evening availability 1–2 nights/month

 

Are you passionate about delivering a “WOW” experience?

Slagle Financial, a growing financial firm in Fort Walton Beach, FL, is seeking a dynamic, detail-oriented Client Experience & Events Coordinator to join our team. This role is ideal for a self-starter with a strong background in customer service, administrative support, and event planning who thrives in a fast-paced, client-focused environment.

 

At Slagle Financial, we pride ourselves on delivering the ultimate client experience—and this position plays a key role in making that happen. If you’re organized, energetic, and driven to make a difference in the lives of clients on their path to financial freedom, we want to hear from you!

 

JOB DESCRIPTION

KEY SKILLS:

RESPONSIBLITIES:

Client Experience & Administrative Support:

  • Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
  • Manage client database and maintain accurate records
  • Schedule appointments and manage advisor calendars
  • Prepare and send client emails, newsletters, and communications
  • Welcome clients into the office and maintain a warm, service-oriented atmosphere
  • Follow up with clients and prospects to support relationship development
  • Support the mailing of reports and firm updates
  • Track and record client referrals
  • Assist with marketing efforts and general office operations
  • Perform additional administrative duties as assigned

Event Planning & Coordination:

  • Plan, coordinate, and execute client events and seminars
  • Research and manage relationships with venues, caterers, and vendors
  • Develop event budgets and timelines, ensuring smooth execution from start to finish
  • Promote events through email, social media, and other platforms
  • Manage guest communications, registrations, and RSVPs
  • Handle event setup, breakdown, and on-site logistics
  • Collect post-event feedback to inform future planning

MINIMUM REQUIREMENTS:

  • Strong phone and interpersonal communication skills
  • Excellent command of the English language and grammar
  • Ability to thrive in a fast-paced environment
  • Detail-oriented with strong time management and prioritization skills
  • Proficient in Microsoft Office and general computer applications
  • Strong multitasking abilities

Preferred Skills & Attributes:

  • Highly organized and process-driven
  • Strong follow-through and self-motivated
  • Customer service mindset with a problem-solving attitude
  • Excellent written and verbal communication
  • Knowledge of content management systems is a plus
  • Event planning or coordination experience strongly preferred

ADMINISTRATIVE/MISC:

BENEFITS

  • Health insurance
  • Dental insurance
  • 401(k) with company match
  • Life insurance
  • Short-term and long-term disability
  • Paid time off (PTO)

HOURS

  • Monday–Friday, 8:30 AM–4:30 PM
  • Evening availability required 1–2 times per month for client events

SALARY

  • Starting at $45k

Before applying, view the Slagle Financial Core Values and our Vivid Vision by clicking here: Vivid Vision

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