Preview Events Specialist

Posted Yesterday
Be an Early Applicant
Ridgefield Park, NJ, USA
In-Office
62K-75K Annually
Junior
Edtech • Software • Financial Services
The Role
Welcome and support prospective students at preview workshops: prepare event spaces, check in attendees, assist enrollment (digital/paper), support presenters and online participants, maintain attendance and communication records in Salesforce, and follow up with interested prospects to facilitate registration.
Summary Generated by Built In
Preview Events Specialist

Compensation: $60,000 + Bonus

Job Type: Full-time | Full Benefits Included

Location: Onsite – Ridgefield Park, NJ and surrounding area

Schedule: Saturday, Sunday, + 3 Weekdays

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 New Jersey and New York, and at remote events around the greater metropolitan 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, around Ridgefield Park, NJ and surrounding metro area, into New York, as well.

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 potential; with comprehensive benefits included

  • 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
  • Warm and professional presence to welcome guests
  • Strong verbal and written communication skills
  • Detail-oriented with commitment to accurate records and follow-through
  • Comfortable working in fast-paced, event-day environments
  • Proficiency in Microsoft Office
  • Proficiency with CRM systems (Salesforce experience preferred by job duties)
  • Availability to work weekends and evenings per event schedule
  • Reliable transportation for local/regional travel around Ridgefield Park, NJ and into New York
Am I A Good Fit?
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The Company
HQ: Irvine, California
836 Employees
Year Founded: 1997

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

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