IT Specialist

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio, is seeking a dynamic IT Support Specialist to join their rapidly expanding team. You will play a crucial role in maintaining and upgrading systems, providing support, and implementing data security measures.

The ideal candidate will be an A+ player, motivated to grow with the company, and possess a strong technical background. This opportunity offers the chance to contribute to a young and progressive firm dedicated to excellence.

Qualifications

• Experience in maintaining hardware, software, and networks.
• Ability to troubleshoot IT issues efficiently.
• Knowledge of data security measures and protocols.

Responsibilities

• Maintain, troubleshoot, and upgrade hardware and software.
• Provide technical support for staff members.
• Implement data security measures for client information.
• Manage cloud-based systems and data storage solutions.
• Assist in onboarding new employees.
• Streamline technology processes for client service.
• Integrate new software systems as needed.
• Build automations and workflows using software systems.
• Manage CRM and web presences.
• Administer Office 365 Suite programs.

Skills

Technical support

Data security management

Cloud systems management

Troubleshooting

Tools

CRM software

Office 365 Suite

Zapier

Make

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).

Responsibilities

• Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
• Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
• Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
• Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
• Assist in onboarding new employees by setting up user accounts, email, and workstations
• Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
• Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
• Build out automations and workflows using software systems such as Zapier or Make
• Own management of CRM and other web presences.
• Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)