Workshop Operations Coordinator & Student Success Specialist

About Trading Academy

Trading Academy Boston provides educational workshops designed to help individuals learn strategies for investing and trading in today's financial markets. We host educational events throughout the Greater Boston area and are committed to delivering an exceptional experience for prospective and current students.We're looking for a highly motivated Workshop Operations Coordinator & Student Success Specialist to support our educational events while helping prospective students begin their educational journey.

Position Overview

This hybrid role combines event operations, customer service, and student enrollment support. The ideal candidate enjoys interacting with people, staying organized, and creating outstanding experiences for both workshop attendees and current students. You'll split your time between our home center and educational events throughout the Boston metropolitan area.

Key Responsibilities

Event Operations

• Set up and break down educational workshops and seminars.
• Welcome and register attendees.
• Prepare classroom materials and educational packets.
• Coordinate presentation equipment and classroom logistics.
• Support instructors and event staff during workshops.
• Maintain a professional and inviting learning environment.
• Transport and organize event materials between locations
• Student Success & Enrollment
• Engage with prospective students attending workshops.
• Answer questions about Trading Academy's educational offerings
• Assist attendees with scheduling coaching sessions and follow-up appointments.
• Support the enrollment process for new students.
• Conduct follow-up calls and communications with prospective students.
• Maintain accurate student records and event information.
• Build positive relationships with students and help ensure an outstanding customer experience.

Administrative Support

• Assist with event reporting and attendance tracking.
• Coordinate schedules and workshop logistics.
• Help manage supplies and inventory.

Qualifications Required

• Support various operational needs of the Boston center.
• Excellent communication and interpersonal skills.
• Strong customer service background.
• Organized and detail-oriented.
• Comfortable speaking with individuals and small groups.
• Reliable transportation and willingness to travel throughout Greater Boston.
• Ability to work Saturdays, Sundays, and some weekday evenings.
• Basic computer proficiency.
• Preferred Experience in customer service, hospitality, education, admissions, or event coordination.
• Sales or enrollment experience is a plus.
• Financial services or investment interest is beneficial but not required.

Experience working in a fast-paced environment.

Schedule

• Hybrid position.
• Travel throughout the Boston metro area.
• Weekend availability required.
• Some weekday evening events.
• Flexible scheduling based on workshop calendar.

Compensation

• Starting at $20-25/hour, based on experience.
• Mileage reimbursement for approved business travel.
• Flexible work environment.
• Professional development opportunities.
• Exposure to financial education and investing concepts.

Ideal Candidate

• We're looking for someone who:
• Loves working with people.
• Has a positive, energetic personality.Is comfortable helping individuals make informed educational decisions.
• Thrives in a team environment.
• Can balance event operations with student support responsibilities.
• Enjoys being part of a mission-driven organization that helps people pursue their financial goals.

Apply Today

If you're passionate about customer service, education, and creating exceptional event experiences while helping students take the next step toward their financial education, we'd love to hear from you.

Trading Academy Boston is an Equal Opportunity Employer and values diversity, professionalism, and a commitment to student success.

Compensation: Starting at20-$25/hour, commensurate with experience. Hybrid position with travel throughout the Greater Boston area. Weekend and evening availability required.

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Framingham, MA 01701