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Office Lead & Client Maestro

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Peak Retirement Planning, Inc.
Full Time position
Listed on 2026-08-30
Job specializations:
  • Administrative/Clerical
    Administrative Management
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below
Position: Office Lead & Client Experience Maestro

Peak Retirement Planning, Inc. in Columbus, OH is seeking an experienced Office Lead to oversee the office administration and provide exceptional client service.

You will welcome visitors, manage daily operations, and keep the office running smoothly to support advisors and clients. This role emphasizes accountability, data accuracy, vendor relations, and event coordination, with a focus on creating a clean, organized, and client-ready environment that enables the team to deliver outstanding

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