Administrative Assistant

About the role

• You’ll be the administrative engine supporting the Triad Wealth leadership team. This role keeps the trains running on time, ensuring meetings are prepped, details are buttoned up, and communication is timely and professional. You’ll juggle multiple projects, assist with meeting coordination and follow-ups, and provide day-to-day operational support for our wealth division.

What you'll do

• Serve as point-of-contact for administrative needs across the Triad Wealth team
• Coordinate internal and external meetings, including agendas, notes, follow-up items, and calendar management
• Support travel logistics, expense reporting, and scheduling for the Wealth team and its leaders
• Manage data entry, maintain shared resources and templates, and organize digital files
• Assist with the preparation of presentations, reports, and internal communications
• Track action items and help keep projects on deadline
• Partner with the Member Experience and Coaching teams to ensure continuity in service delivery
• Jump in where needed to provide high-level administrative and operational support

Qualifications

• Are detail-obsessed and love bringing structure to chaos
• Communicate clearly, professionally, and with warmth, both in writing and in person
• Have a proactive mindset and enjoy anticipating needs before they arise
• Are tech-savvy and comfortable learning new platforms and systems
• Can handle confidential information with discretion
• Are energized by a fast-paced, dynamic environment where your work directly impacts others

Preferred Qualifications

• 1–3 years in an administrative assistant or operations support role
• Experience in financial services or a high-growth professional services firm is a plus
• Strong proficiency in Outlook, Teams, and task/project management tools