Appointment Coordinator (Client Events & Scheduling Specialist)
Job Description
Job Description
Exciting Opportunity: Appointment Coordinator – Be the Heart of Our Growing Family Financial Practice!
Position: Appointment Coordinator (Client Events & Scheduling Specialist)
Location: Murray, Utah
Type: Full-Time | Competitive Pay + Bonuses
Are you organized, people-oriented, and love bringing people together? Do you thrive on variety—planning events one day, connecting with clients the next, and keeping everything running smoothly behind the scenes?
We’re a fast-growing, family-focused financial practice in Utah, proudly helping multi-generational families secure their futures through personalized planning, education, and trusted guidance. Led by TJ Allen, we host impactful seminars, client appreciation events, and ongoing reviews that build real relationships—not just transactions. Our growth is fueled by genuine care, strong referrals, and a commitment to making a lasting difference in our community.
We’re expanding our team and looking for an enthusiastic Appointment Coordinator to play a key role in our success. This isn’t just administrative work—it’s the behind-the-scenes magic that creates meaningful experiences for our clients and supports our advisors in serving families better.
What You’ll Love About This Role:
- Varied & Impactful Days — No two days are the same! Collaborate directly with TJ to plan and execute a full calendar of educational seminars, client events (think birthday lunches, summer outings, fall gatherings), and annual reviews.
- Client-Facing & Relationship Building — Greet attendees, check them in, screen past participants for personalized follow-up, set high-value appointments, and ensure every interaction feels warm and professional.
- Event Coordination Magic — Schedule seminars with top restaurants, set up rooms to perfection, handle confirmations, and track everything so events run flawlessly.
- Supportive Team Environment — Work closely with TJ and our staff in a close-knit, family-like atmosphere where your ideas matter and your contributions help families thrive.
- Growth in a Thriving Practice — Join during an exciting expansion phase—opportunities to take on more responsibility, learn the industry, and grow with us.
- Rewarding Perks — Competitive pay + performance incentives, paid time off, professional development, and the satisfaction of helping real families achieve financial peace of mind.
Key Responsibilities You’ll Own:
- Build and maintain our yearly seminar and client event calendar
- Coordinate seminar logistics—book venues/restaurants, handle updates, set up rooms, greet/check-in attendees
- Screen attendees and clients for prior participation; pull surveys/notes for advisors to personalize follow-ups
- Schedule and confirm appointments (including policy deliveries, annual reviews, and chasers)
- Manage calendars, send confirmation emails, track in sheets/reports, and handle newsletter opt-ins
- Prepare for annual reviews (update histories, prep spreadsheets), send reminders, and organize policy delivery books
- Email yearly/monthly class calendars and reminders to clients
- Plan and schedule client appreciation events throughout the year
Who We’re Looking For:
- Super organized with strong attention to detail and multitasking skills
- Warm, friendly communicator who enjoys interacting with people (clients, restaurant staff, team)
- Proactive problem-solver who takes initiative and follows through
- Experience in administrative coordination, event planning, customer service, or scheduling (financial services a plus, but not required—we’ll train the right person!)
- Comfortable with calendars, emails, spreadsheets, and basic CRM tools
- Passionate about helping families and contributing to a values-driven team
- Reliable, positive attitude, and excited about Utah’s community-focused lifestyle
If you’re ready to be the “go-to” person who keeps our practice humming, creates memorable client experiences, and grows with a dynamic, family-first firm, this is your spot!
How to Apply:
Email your resume and a quick note on why this role excites you to tj@allenfinancial.net with “Appointment Coordinator – Ready to Join!” in the subject line.
Join a practice where your work directly helps families plan brighter futures—while enjoying Utah’s quality of life and a supportive team that feels like family. We look forward to hearing from you!
We are an equal opportunity employer committed to diversity and inclusion.
Company DescriptionAllen Financial, based in Murray, Utah, provides specialized financial services with a focus on retirement planning and wealth preservation.
Company Description
Allen Financial, based in Murray, Utah, provides specialized financial services with a focus on retirement planning and wealth preservation.