Executive Assistant

Peak Retirement Planning, Inc.•Columbus, OH

53d•$60,000 - $150,000

About The Position

Peak Retirement is seeking an Executive Assistant to support its CEO and help the firm operate effectively as it grows. The role involves handling miscellaneous tasks so the CEO can focus on high-impact work, managing the CEO’s calendar and email, coordinating travel, running occasional personal errands, and maintaining accurate financial records and documentation for the CEO and firm. Peak describes itself as a rapidly growing financial planning firm and emphasizes high standards, hard work, a service-oriented approach, and a growth mindset. The company offers opportunities for career advancement based on results, teamwork, and consistently upholding its standards and values. Its career path includes Specialist, Advanced, and Senior levels.

Requirements

Be highly capable, hardworking, gritty, and internally motivated to succeed.
Take initiative and complete tasks without needing to be told twice.
Have a servant’s heart and a purpose bigger than oneself.
Go above and beyond to provide white-glove service to clients.
Have a growth mindset and be excited to join a fast-growing startup.
Be interested in a long-term career with the company.

Responsibilities

Take ownership of miscellaneous tasks to keep the CEO focused on high-impact work.
Run occasional personal errands as needed.
Coordinate and book travel arrangements.
Manage the CEO’s calendar and email.
Maintain accurate financial records and documentation for the CEO and firm.