Client Success & Admin Coordinator

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

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