At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is #DBDL: Do Business Do Life. While we are doing business, ensuring a boutique-like experience for our clients is at the top of our list. Does creating an outstanding first impression and keeping the team's front office running smoothly make your ears perk up? Let's talk more...

Who Are We?

Triad Partners is a business development company based out of Lawrence, KS. Our mission is to partner with elite financial advisors to create unlimited growth and freedom in their business and life. The candidate can expect to work with talented and motivated team members who are on a mission to change the industry. Must be willing to work in Lawrence, KS. We're looking for a full-time Receptionist to be the newest addition to our team of A-Players.

What You'll Do Here
This role is the face and voice of Triad Partners — the first point of contact for every caller, client, and visitor. The Receptionist ensures smooth day-to-day front-office operations while delivering a superior, boutique-like experience to the firm's prospects, clients, and team members. Beyond reception, this person keeps the office running efficiently through administrative support, mail handling, and general office upkeep.

Responsibilities

Reception & Phones (Primary Focus)

• Phone Queue: Serve as the main point of contact for the phone queue and phone team, professionally answering and directing incoming calls in a friendly, warm manner.
• Client Greeting: Greet incoming clients and prospective clients in a professional manner, ensuring each guest has a complete, welcoming client experience.
• Front Desk Requests: Handle front desk inquiries and requests, providing assistance and information to visitors and staff.

Administrative Support

• Scheduling: Help schedule appointments and manage the office calendar when necessary.
• Copying: Assist with copying and scanning, including follow-up phone calls to appropriate companies as needed.
• Additional administrative duties as assigned.

Mail & Shipping

• Mailroom Organization: Sort and distribute all incoming mail and packages, maintaining an organized mailroom.
• Shipping: Handle outgoing UPS shipping and other mail services, preparing packages for delivery and ensuring timely dispatch.

Office & Facilities

• Ordering Supplies: Monitor inventory levels and proactively order office supplies to ensure adequate stock is maintained.
• Office Maintenance: Coordinate communication with building maintenance and vendors on a regular basis to maintain office functionality, calling contacts for repairs when they arise.
• General Office Upkeep: Perform light upkeep duties, and keep the main office and conference room tidy and neat.
• Trash Management: Empty main trash receptacles as needed throughout the week, ensuring a clean and hygienic workspace.
• Recycling: Manage the recycling program within the office, ensuring proper disposal and recycling of materials.
• Kitchen/Pantry Maintenance: Monitor and refill office refrigerators and pantry with beverages and snacks, ensuring they are stocked and orderly.

Qualifications

• Proven experience in an office, administrative, or front-desk role, 3-5 years preferred.
• Proficient phone skills with a friendly, professional, and customer-service-oriented manner.
• Excellent command of the English language, grammar, and written/verbal communication.
• Strong organizational abilities with the ability to multitask and prioritize in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer/database software.
• Attention to detail and a proactive approach to problem-solving, with consistent follow-through on projects.
• Ability to work independently and take initiative with minimal supervision.
• Familiarity with office equipment and basic maintenance tasks.
• High school diploma; additional qualifications in Office Administration or a related field is a plus.

Personal Attributes

• Strong work ethic and a genuine desire to support the team.
• Flexible, self-starting, and comfortable in a dynamic, fast-paced environment.
• High level of interpersonal skills and a hard-working, dedicated approach.

Come do business, and life, with us!