Operations Specialist

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, OH is seeking a highly driven team member to join our fast-growing startup. You will act as a behind-the-scenes anchor, ensuring everyone operates at their best and that delegated tasks move from start to finish with minimal supervision.

You will support project management by tracking deadlines, deliverables, and accountability, helping maintain efficiency across daily business functions and delivering White Glove service to clients.

Qualifications

• Must be an A+ player with a strong work ethic.
• Thrive in a fast-growing startup with high expectations.
• Commitment to providing White Glove service to clients.

Responsibilities

• Get things done
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best
• Own delegated tasks from start to finish with minimal supervision
• Support project management by tracking deadlines, deliverables, and team accountability
• Maintain efficiency across all daily business functions

Skills

Elite Performer

Team Player

Growth Mindset

Problem Solving

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:

• Get things done
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best
• Own delegated tasks from start to finish with minimal supervision
• Support project management by tracking deadlines, deliverables, and team accountability
• Maintain efficiency across all daily business functions