Executive Assistant

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking a proactive teammate to support the CEO and keep fast-growing operations running smoothly.

You will take ownership of tasks, book travel, manage calendar and email, and maintain financial records for the CEO and firm, ensuring white-glove service to clients and seamless team coordination. This role requires a strong work ethic, reliability, and a service-first mindset.

Qualifications

• Elite at what they do. Extremely hard worker.
• Gritty. Gets things done and self-motivated.
• Internal need to succeed and contribute to a fast-growing team.

Responsibilities

• Take ownership of miscellaneous tasks to support the CEO and reduce distractions.
• Run occasional personal errands as needed.
• Coordinate and book travel arrangements for the CEO and executives.
• Manage the CEO’s calendar and email with high responsiveness.
• Maintain accurate financial records and documentation for our CEO and firm.

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

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.

What We Look For

• A+ Player
  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Dislikes 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 a "White Glove 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).

Main Responsibilities:

• Take ownership of miscellaneous tasks to keep our CEO focused on high-impact work
• Run occasional personal errands as needed
• Coordinate and book travel arrangements
• Manage our CEO’s calendar and email
• Maintain accurate financial records and documentation for our CEO and firm