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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $60,000.00 - $65,000.00
Work Schedule
Day Shifts
Weekend Shifts
Benefits
competitive pay
bonus potential
comprehensive benefits
Full training
collaborative culture
career growth opportunity
Purpose-driven work
Job Description
Trading Academy is a mission-driven financial education company dedicated to empowering individuals to take control of their financial future through comprehensive education and support. With a strong reputation in the financial learning space, Trading Academy offers a wide range of courses and workshops designed to guide prospective students through the complexities of financial markets and trading strategies. The company is committed to not only providing top-tier educational content but also creating meaningful experiences for every individual who interacts with the brand. Operating primarily in Irvine, CA and the Greater Orange County area, Trading Academy brings together a team of professionals... Show More
Job Requirements
- 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 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, in Orange County and outside of Los Angeles
Job Qualifications
- 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 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
Job Duties
- 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
- 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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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