Columbus, Ohio, United States · On-site
$45k–$60k/yr
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 …
Skills: Administrative Support, Time Management, Organization, Teamwork, Customer Service
Columbus, Ohio, United States · On-site
$45k–$75k/yr
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 …
Skills: Calendar Management, Email Management, Travel Coordination, Financial Record Keeping, Administrative Support
Columbus, Ohio, United States · On-site
$50k–$100k/yr
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 …
Skills: Financial Planning, Client Service, Relationship Management, Financial Analysis, Strategic Planning
Columbus, Ohio, United States · On-site
$45k–$75k/yr
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 …
Skills: Calendar Management, Email Management, Travel Coordination, Financial Record Keeping, Administrative Support
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The role involves providing administrative support to ensure the daily functions of the team are maintained efficiently. You will be responsible for carrying out assigned tasks in a timely manner while preserving an organized and structured work environment.
The ideal candidate is an elite, gritty, and hard-working individual who thrives in a fast-paced startup environment. You must possess a growth mindset, a servant's heart, and the ability to work effectively within a team to deliver high-quality service.
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).
Find the perfect seat on the bus
Assist team in maintaining standards of excellence
Perform administrative tasks to support the daily functions of other team member
Maintain efficiency across all daily business functions
Carry out assigned tasks in a timely and excellent manner
Preserve an organized, structured work environment for the team
We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.
Offices: 3600 Olentangy River Road, Building 501, Columbus, OH 43214, US
We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.
Offices: 3600 Olentangy River Road, Building 501, Columbus, OH 43214, US
