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:
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Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
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Manage client database and maintain accurate records
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Schedule appointments and manage advisor calendars
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Prepare and send client emails, newsletters, and communications
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Welcome clients into the office and maintain a warm, service-oriented atmosphere
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Follow up with clients and prospects to support relationship development
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Support the mailing of reports and firm updates
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Track and record client referrals
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Assist with marketing efforts and general office operations
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Perform additional administrative duties as assigned
Event Planning & Coordination:
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Plan, coordinate, and execute client events and seminars
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Research and manage relationships with venues, caterers, and vendors
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Develop event budgets and timelines, ensuring smooth execution from start to finish
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Promote events through email, social media, and other platforms
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Manage guest communications, registrations, and RSVPs
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Handle event setup, breakdown, and on-site logistics
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Collect post-event feedback to inform future planning
MINIMUM REQUIREMENTS:
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Strong phone and interpersonal communication skills
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Excellent command of the English language and grammar
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Ability to thrive in a fast-paced environment
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Detail-oriented with strong time management and prioritization skills
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Proficient in Microsoft Office and general computer applications
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Strong multitasking abilities
Preferred Skills & Attributes:
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Highly organized and process-driven
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Strong follow-through and self-motivated
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Customer service mindset with a problem-solving attitude
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Excellent written and verbal communication
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Knowledge of content management systems is a plus
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Event planning or coordination experience strongly preferred
ADMINISTRATIVE/MISC:
BENEFITS
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Health insurance
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Dental insurance
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401(k) with company match
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Life insurance
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Short-term and long-term disability
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Paid time off (PTO)
HOURS
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Monday–Friday, 8:30 AM–4:30 PM
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Evening availability required 1–2 times per month for client events
SALARY
