Office Lead & Client Experience Maestro

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

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