IT Specialist

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Peak Retirement Planning, Inc. seeks an IT Systems Administrator to maintain and upgrade our hardware, software, and networks across offices. You will provide staff support, secure data, and manage cloud-based solutions for both remote and in-office teams.

You will onboard new hires, integrate financial planning software, and build automation with Zapier/Make, while overseeing Office 365, SharePoint, and OneDrive to ensure seamless operations.

Qualifications

• A+ Player: elite at what they do, hard worker with grit and drive.
• Works well with others and avoids mediocrity; eager to succeed.
• Has a servant's heart and wants to help the team deliver white-glove service.
• Growth mindset and long-term commitment to the firm.

Responsibilities

• Maintain, troubleshoot, and upgrade hardware, software, and networks across all offices.
• Provide technical support and resolve IT issues for staff, including desktops, mobile devices, printers, and peripherals.
• Implement data security measures, manage firewalls and antivirus, and protect client data.
• Manage cloud-based systems and data storage for remote and in-office employees.
• Onboard new employees by setting up user accounts, email, and workstations.
• Streamline technology processes and integrate client management and financial planning software.
• Assist in integrating new software systems and tools as the firm grows.
• Build automations and workflows using Zapier or Make.
• Manage Office 365 Suite (Outlook, SharePoint, OneDrive).

Skills

Elite at what they do

Self-starter

Gritty

Servant heart

White Glove Service

Growth mindset

Lifer mentality

Tools

Office 365

SharePoint

OneDrive

Zapier

Make

Firewalls

Antivirus

CRM integration

Cloud-based systems

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

• 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
• Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)