Office Lead

2 weeks ago


Columbus, Ohio, United States Peak Retirement Planning, Inc. Full time

We are seeking a dependable, client-focused, and detail-oriented Office Lead to oversee our front office operations and the administrative team. This role is essential to ensuring the office runs smoothly, team members stay aligned with expectations, and advisors are supported in delivering exceptional client service.

Requirements:

  • A passion for delivering outstanding client service
  • A friendly, positive, and professional demeanor
  • Experience leading and managing a team
  • A strong personal work ethic and consistent reliability
  • Proven ability to organize, delegate, and execute administrative tasks
  • Strong attention to detail and a proactive mindset
  • The ability to manage competing priorities and deadlines
  • Experience with calendar coordination and office planning
  • Clear communication, accountability, and follow-through

Responsibilities:

  • 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

Job Type: Full-time

Pay: $70, $120,000.00 per year

Benefits:

  • 401(k)
  • Paid time off

Work Location: In person



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