Firm Concierge

Peak Retirement Planning • Columbus, OH

20h • Onsite

About The Position

Peak is a fast-growing financial planning firm in Columbus, Ohio, with more than 60 team members. The firm describes itself as highly selective and seeks people aligned with its values and intensity. It is looking for a Firm Concierge who is hardworking, resourceful, service-minded, and eager to support a rapidly growing team. The role provides practical, hands-on assistance across the office and departments, with an emphasis on white-glove service, teamwork, and improving team efficiency and culture.

Requirements

• Demonstrate strong work ethic, grit, and an ability to get things done.
• Show initiative and the ability to act without needing repeated instructions.
• Have a servant's heart and a purpose bigger than oneself.
• Provide exceptional, white-glove service to clients and colleagues.
• Be excited to join a fast-growing startup and have a growth mindset across professional, personal, physical, and spiritual areas.
• Want a long-term career with the firm; the posting describes its ideal candidate as a 'Lifer' who wants to work there for 30+ years.

Responsibilities

• Run errands for the team and leadership, including picking up supplies, making deliveries, and collecting food.
• Keep shared spaces tidy and well-stocked, including the kitchen, conference rooms, and office supply areas.
• Help with miscellaneous needs and last-minute tasks across all departments.
• Set up and clean up meetings, including providing hospitality for guests.
• Support logistics during team events and firm-wide meetings.
• Handle small projects that support office organization, operations, and team workflow.
• Provide assistance with tasks that improve team efficiency or culture.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed