Summer Intern - Advisor Engagement & Recruitment

Triad Partners

Posted 3 months ago

Internship

Lawrence, Kansas

Hybrid

Smart Summary

Responsibilities

The intern will provide administrative and operational support to the VP of Advisor Engagement and the recruitment team. Key tasks include managing schedules, preparing meeting materials, tracking action items, and organizing digital files.

Qualifications

You are a highly organized and proactive individual with strong attention to detail and the ability to handle multiple priorities. You have strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and are tech-savvy, comfortable learning new systems.

Must Have Skills for ATS

Microsoft Office

Excel

PowerPoint

Outlook

Job Description

About the role

This internship supports our Advisor Engagement & Recruitment team functions during the summer. The role is designed for a highly organized, proactive individual who can operate across multiple priorities, handle fast-moving requests, and contribute to team execution.

What you'll do

The intern will gain exposure to Triad’s Advisor recruitment process, and executive operating cadence, including how pipeline, member growth, and internal execution align. They will develop practical skills in prioritization, communication, and cross-functional coordination within a fast-scaling business environment.

Key Responsibilities

  • Support VP Advisor Engagement with day-to-day priorities, coordination, and follow-ups
  • Serve as point-of-contact for administrative needs across the Triad Recruitment team
  • Provide support with scheduling, materials, and session prep
  • Prepare meeting agendas, capture notes, and track action items
  • Help organize internal documents, presentations, and communication materials
  • Manage data entry, maintain shared resources and templates, and organize digital files
  • Support special projects and ad hoc requests across teams
  • Jump in where needed to provide high-level administrative and operational support

Qualifications

  • Strong organizational and time management skills
  • High attention to detail and follow-through
  • Are tech-savvy and comfortable learning new platforms and systems
  • Ability to handle multiple priorities and shift quickly
  • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
  • Self-starter with a willingness to learn and take initiative
  • Can handle confidential information with discretion

Structure

  • Summer internship (approx. 10–12 weeks)
  • Hybrid/onsite in Lawrence, KS 
  • Reports to VP of Advisor Engagement with direct exposure to executive leadership and cross-functional teams

Triad Partners

We help financial advisors create unlimited growth and freedom in their business AND life. At Triad, we connect our community with an exclusive network of elite advisors, world-class experts, and best-in-class business development coaches. Through meaningful dialogue and shared transformative experiences, our advisors translate their success in business into personal freedom and fulfillment. Do Business. Do Life. #DBDL Apply here: www.triadpartners.com
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