Compensation: Hourly + Monthly Bonus
Job Type: Part-time, 20-29 hours/week
Location: Onsite – San Diego
Schedule: Weekends + 1 Weekday
About the Role
Do you thrive in environments where every detail matters and every person who walks through the door deserves a great experience? We're looking for a Preview Events Specialist who is the kind of person guests remember — warm, organized, and genuinely invested in helping others.
As a Preview Events Specialist, you'll be the welcoming presence at our preview workshops for prospective students. You'll keep events running smoothly, ensure attendees feel informed and at ease, and follow up with those who need more support in their registration process. You will work alongside our Preview Presenters, in San Diego, CA, and at remote events around the local area. Your work directly supports people exploring a meaningful next step in their financial education journey.
What You'll Do
Event Coordination & Guest Experience
Prepare event spaces for preview workshops
Greet and check in attendees, assign seating, and set the tone for a professional, welcoming environment
Support presenters and ensure all participants — including online attendees — are comfortable and engaged
Help interested participants complete enrollment using digital or paper tools
Maintain accurate attendance records and distribute daily event reports in Salesforce
Prospect Follow-Up & Support
Answer questions, provide additional information, and support informed enrollment registration
Log all communications and tasks in Salesforce
Reach out to attendees who expressed interest but were unable to register at the event.
Maintain accuracy and attention to detail across all responsibilities
What We're Looking For
Required
2+ years in a guest-facing, customer service, or event coordination role
Naturally warm and professional presence — you make people feel welcomed and at ease
Strong verbal and written communication skills
Detail-oriented with a commitment to accuracy in records and follow-through
Comfortable in fast-paced, event-day environments
Proficiency in Microsoft Office and CRM
Available to work weekends and evenings according to the event schedule.
Reliable transportation is necessary; remote events require local regional travel, up to 75%.
Why Join Trading Academy
We're a mission-driven financial education company that believes in empowering people to take control of their financial future. Our preview events are often the first meaningful touchpoint a prospective student has with us — and the team who runs those events shapes that entire first impression.
Competitive pay + bonus
Full training provided — we set you up to succeed
Collaborative, team-oriented culture
Real opportunity to grow within the organization
Work that has purpose: you're helping people make life-changing decisions
Skills Required
- 2+ years in a guest-facing, customer service, or event coordination role
- Naturally warm and professional presence
- Strong verbal and written communication skills
- Detail-oriented with commitment to accurate records and follow-through
- Comfortable in fast-paced, event-day environments
- Proficiency in Microsoft Office and CRM (Salesforce)
- Available to work weekends and evenings according to the event schedule
- Reliable transportation and ability to travel regionally up to 75%
What We Do
Irvine, California-based Trading Academy is the world leader in professional education for investors and traders looking to build life-changing skills to take on the financial markets. For over twenty years, Trading Academy has helped hundreds of thousands of people, both novice and experienced, learn how to better understand the financial markets and take the first steps towards enriching their lives with trading and investing. With a team of over 60 instructors worldwide servicing over 35 physical centers, every employee is dedicated to making a positive difference in the world by delivering high-quality education and supporting a vibrant learning community. Trading Academy’s innovative teaching solutions from trading and investing in Stocks, Options, Futures, Forex as well as Digital Assets help drive students to learn how to use their financial resources to their advantage and prepare themselves for the years’ to come. Students can study a variety of asset classes such as stocks, Forex, options, futures, and digital assets. Trading Academy also offers wealth management courses on investing basics, and more. With Continuing Education programs, Trading Academy students can keep learning outside of the classroom by working with instructors and other students online. Visit our careers page: www.tradingacademy.com/about-us/careers.aspx
