Operations Lead – Office & Admin (Fast-Growth)

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus opportunities

Premier benefits

Profit sharing

Job summary

Peak Retirement Planning, Inc. is the fastest-growing private financial planning firm in Columbus, OH, offering rapid career growth, premier benefits, and profit sharing.

This role oversees daily office operations, leads a team, and ensures high standards of client service while deputies support advisors in serving clients. We seek A+ players with a servant-hearted mindset, ready to grow with a startup mentality and contribute to a high-performance culture.

Qualifications

• Elite at what they do with a strong work ethic.
• Dislikes mediocrity and strives for excellence.
• Self-starter who requires minimal guidance.

Responsibilities

• Oversee daily office operations and lead team members.
• Hold administrative staff accountable to KPIs and growth goals.
• Relieve advisors of administrative tasks to focus on clients.
• Manage facilities, supplies, equipment, and vendor relationships.

Skills

A+ Player

Team player

Growth mindset

Job description

Peak Retirement Planning, Inc. is the fastest-growing private financial planning firm in Columbus, OH, offering rapid career growth, premier benefits, and profit sharing.

This role oversees daily office operations, leads a team, and ensures high standards of client service while deputies support advisors in serving clients. We seek A+ players with a servant-hearted mindset, ready to grow with a startup mentality and contribute to a high-performance culture.