Office Lead

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:

• Bring experience as an Office Lead or similar 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 administrative tasks including scanning, data entry, and paperwork preparation 

• Manage and maintain office supplies and vendor relationships 

• Support event planning with logistics, materials, and team coordination 

• Ensure the office environment remains clean, organized, and client-ready 

• Take miscellaneous tasks off of advisors’ plates to enable them to focus on clients