Senior Executive Assistant

Triad Senior Executive Assistant

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.

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.

What Are Our Benefits?

• Very competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility
• Team events (minimum of monthly)

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.

Job Summary:

The Senior Executive Assistant is responsible for high-level administrative support to the Founder. This role will report to the Founder of Triad Partners. In addition to leading Triad, the Founder oversees the Experiences Team and Technology Division, and hosts his own podcast.

Key Responsibilities Overview:

• Ensures work-life integration for the Founder
• Provides high-level administrative support and assistance to the Founder and/or other assigned leadership staff
• Manages complex schedules and coordinates meetings for the Founder
• Performs clerical and administrative tasks including drafting letters, memos, reports, and other documents for senior staff
• Arranges travel and accommodations for Founder and senior team
• Schedules and attends meetings on behalf of Founder as requested, taking minutes as needed
• Receives various incoming communication on behalf of Founder, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff
• Performs office tasks including maintaining records and ordering supplies
• Exercises sound judgment and discretion in handling sensitive and confidential information
• Performs additional duties as assigned by executives

Key Responsibilities Expanded:

Work-Life Integration

• Stays in constant communication with the Founder's spouse to ensure proper work
  -life integration
• Coordinates family travel
• Communicates travel details to the Founder's spouse and provides weekly updates on family commitments and schedules

Meeting Management

• Prepares agendas, takes notes, distributes action items, and follows up to ensure timely completion
• Prepares speaking notes for the Founder and prepares other media needs in coordination with House of Brands
• Coordinates logistics with other departments as needed for internal meetings, live events with the Founder and special guests
• Orders and coordinates lunches and meals as needed
• Provides on-site support for meetings or events as needed

Inbox Management / Communication

• Represents the Founder internally and externally
• Manages emails and correspondence
• Exercises discretion when reviewing and routing sensitive correspondence

Calendar & Schedule Management

• Handles complex scheduling for both personal and professional commitments
• Follows up on meeting action items and ensures timely completion
• Confirms weekly appointments
• Handles scheduling details involving sensitive personal and business matters with discretion

Travel Arrangements

• Books flights, accommodations, and transportation
• Prepares detailed travel itineraries
• Handles travel-related issues for Founder and his…