Preview Enrollment Specialist

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

Great events don't happen by accident. They take preparation, attention to detail, and people who know how to make every guest feel welcome.

We're looking for a Preview Events Specialist who is organized, punctual, dependable, and great with people.

You'll be the person who makes sure the details are handled, the event runs smoothly, and every guest has a great experience.

You'll work alongside our Preview Presenters at our New Jersey Center and at events throughout the New York metropolitan area. You'll prepare event spaces, welcome guests, manage registration, and keep everything running on schedule. You'll also answer questions and follow up with prospective students exploring their financial education options.

Many of our Preview Events Specialists previously worked in hospitality, event catering, restaurant/hotel management, legal business development, or customer-facing service; as these job skills seem to be a natural fit.

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

• 3+ 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 some 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.