Front Desk Specialist — Warm Welcomes & White-Glove Service

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 38,000 - 60,000; Full time

Job summary

Peak Retirement Planning, Inc., based in Columbus, Ohio, is a fast-growing financial planning firm driving unmatched client service. We celebrate high performers who push themselves and teammates toward excellence, with a mindset to serve clients with grit and care.

In this front-office role, you will greet clients, answer calls, keep the reception area welcoming, coordinate meeting rooms, check-ins, and basic admin tasks, ensuring every visitor leaves with a positive first impression.

Qualifications

• Elite at what they do; extremely hard worker and gritty.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.

Responsibilities

• Greet clients and visitors with a warm, friendly smile upon arrival.
• Answer phone calls and direct inquiries to the appropriate team members.
• Maintain a tidy, professional, and welcoming front office environment.
• Manage meeting room setups, client check-ins, and hospitality.
• Assist with scheduling, confirming appointments, and basic admin tasks.
• Support the operations team with light clerical responsibilities.
• Deliver an exceptional first impression to everyone who walks through our door.

Skills

A+ Player

Foxhole Team Member

Rocketship Mentality

Job description

Peak Retirement Planning, Inc., based in Columbus, Ohio, is a fast-growing financial planning firm driving unmatched client service. We celebrate high performers who push themselves and teammates toward excellence, with a mindset to serve clients with grit and care.

In this front-office role, you will greet clients, answer calls, keep the reception area welcoming, coordinate meeting rooms, check-ins, and basic admin tasks, ensuring every visitor leaves with a positive first impression.