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

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.

About the role:

• We are seeking a highly organized and proactive Office Coordinator to oversee the smooth operation of our office environment. The ideal candidate will be responsible for a variety of tasks including answering phone calls, office maintenance, ordering supplies, shipping, and receiving packages, and general office duties. The Office Coordinator will play a crucial role in maintaining a welcoming, well-stocked, and organized office environment for our team members and visitors.

What you'll do:

Front Desk & Communication Support 

• Assist our reception team in fielding incoming phone calls; route inquiries professionally and efficiently. 
• Greet and assist visitors, creating a warm and helpful first impression. 
• Support general front desk needs and provide administrative help to team members as needed. 

Office Operations & Maintenance 

• Monitor and order office supplies to ensure stock levels support smooth daily operations. 
• Coordinate with external vendors and internal contacts for office repairs, services, and facilities support. 
• Maintain the organization and cleanliness of shared spaces, including meeting rooms, break areas, and the mailroom. 
• Manage incoming and outgoing mail, packages, and shipping logistics.  This will require a quick walk back and forth to both of our office locations daily.   
• Keep beverage and snack areas refreshed and tidy in both office locations. 
• Perform light housekeeping tasks, such as emptying office trash, to support a clean and welcoming workspace. 

Administrative Coordination 

• Provide light scheduling and coordination as needed. 
• Contribute to special projects and cross-functional team initiatives, as assigned. 

Technology & Meeting Support 

• Assist with basic troubleshooting of office equipment (e.g., printers, conference room tech) and coordinate with IT when necessary. 
• Set up and break down meeting rooms to ensure proper tech, materials, and refreshments are in place. 

Event & Inventory Coordination 

• Help plan and support on-site events, offsite meetings, or company gatherings by managing logistics such as catering, room bookings, and supplies. 
• Maintain inventory of office assets and supplies, including tracking of equipment and furniture. 

Safety & Building Liaison 

• Act as a point of contact for building management and internal safety protocols (e.g., fire drills, emergency contact lists). 
• Identify opportunities for process and workspace improvements to enhance office operations and employee experience. 

Qualifications:

• 3–5 years of experience in an administrative, office, or customer-facing role. 
• Strong organizational and multitasking skills, with attention to detail. 
• Clear, professional communication and people skills. 
• Comfortable with Microsoft Office Suite (Word, Excel, Outlook) and basic office technology. 
• Self-motivated and resourceful — you take ownership and solve problems before they arise. 
• Ability to handle sensitive information with discretion and professionalism.  
• High school diploma required; additional coursework or certification in office administration or business is a plus.