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.

Responsibilities

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

Requirements

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.

Benefits

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.