Office Manager

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a friendly front desk administrative assistant to warmly welcome clients and manage daily office operations.

You will greet visitors, answer phones, and perform key administrative tasks to keep the office running smoothly. You will also maintain supplies, prepare client letters, support event logistics, and ensure a clean, organized, and presentation-ready environment for advisors and clients alike.

Qualifications

• Main requirements and expectations for the role include greeting clients warmly and professionally, answering and directing phone calls clearly, performing administrative tasks such as scanning and data entry, ensuring office supplies are stocked, preparing client letters, supporting event logistics, keeping the office clean, organized, and presentation-ready, and taking miscellaneous tasks off advisors’ plates.

Responsibilities

• Greet clients warmly and professionally as they arrive at our office
• Answer and direct phone calls with clarity and courtesy
• Perform administrative tasks including scanning, data entry, and preparing paperwork
• Ensure office supplies are fully stocked and organized
• Prepare and send client letters for various communication needs
• Support event logistics and help manage supplies and promotional materials
• Keep the office environment clean, organized, and presentation-ready
• Take miscellaneous tasks off advisors’ plates to free them up for client work

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:

• Greet clients warmly and professionally as they arrive at our office

• Answer and direct phone calls with clarity and courtesy

• Perform administrative tasks including scanning, data entry, and preparing paperwork

• Ensure office supplies are fully stocked and organized

• Prepare and send client letters for various communication needs

• Support event logistics and help manage supplies and promotional materials

• Keep the office environment clean, organized, and presentation-ready

• Take miscellaneous tasks off advisors’ plates to free them up for client work