Client Service Admin

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 60,000 - 85,000; Part time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is a fast-growing private financial planning firm recognized as a top employer by Inc. 5000.

Peak has grown from one team member to over 60 in just four years, and in 2025 attracted thousands of applicants, hiring a small fraction of them. We seek A+ players who thrive on grit, service, and supporting clients and advisors with a rocketship mentality. We value traditional values in everything we do, and we look for teammates who will go the extra

Responsibilities

• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward

Job description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years.In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate traditional values in everything we do.

What We Look For

A+ Player

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Hates working with B and C players.
• Does not need to be told twice what to do.

Foxhole Team Member

• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide excellent service to our clients.

Rocketship Mentality

• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life -professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
• Responsible for supporting our clients and advisors
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward