Office Lead

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking an experienced Office Lead to oversee the office administration and provide exceptional client service.

You will welcome visitors, manage daily operations, and keep the office running smoothly to support advisors and clients. This role emphasizes accountability, data accuracy, vendor relations, and event coordination, with a focus on creating a clean, organized, and client-ready environment that enables the team to deliver outstanding

Qualifications

• Bring experience as an Office Lead or in a similar administrative role.
• Welcome and assist clients as they arrive at our office.
• Oversee daily operations of the office administration department.
• Hold administrative team members accountable to KPIs and personal development goals.
• Handle scanning, data entry, and paperwork preparation.
• Manage office supplies and vendor relationships.

Responsibilities

• Welcome clients and guide them upon arrival to the office.
• Oversee daily office operations and admin processes.
• Maintain supplies and coordinate with vendors.
• Support event logistics and team coordination.
• Ensure a clean, organized, client-ready office.
• Assist advisors by handling miscellaneous tasks.

Skills

Office leadership

Client onboarding

Operations management

Administrative tasks

Vendor relations

Event coordination

Data entry accuracy

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 Requirements:

• Bring experience as an Office Lead or similar role

• Welcome and assist clients as they arrive at our office

• Oversee daily operations of the office administration department

• Hold administrative team members accountable to KPIs and personal development goals

• Handle administrative tasks including scanning, data entry, and paperwork preparation

• Manage and maintain office supplies and vendor relationships

• Support event planning with logistics, materials, and team coordination

• Ensure the office environment remains clean, organized, and client-ready

• Take miscellaneous tasks off of advisors’ plates to enable them to focus on clients