Entry-Level Executive Assistant

Peak Retirement Planning, Inc.Peak Retirement Planning, Inc.Columbus, Ohio, United States
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Posted

9/8/2026

Employment

Full time

Range

$45k - $75k/year

Work style

On-site

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AI summary

Core responsibilities

The role involves managing the CEO's calendar, email, and travel arrangements while maintaining accurate financial records. Additionally, the assistant will handle miscellaneous tasks and personal errands to support the CEO's productivity.

Requirements overview

The ideal candidate is an A+ player who is gritty, hardworking, and possesses a growth mindset. They must be capable of taking ownership of tasks and providing white-glove service to clients in a fast-paced startup environment.

Key skills

Calendar ManagementEmail ManagementTravel CoordinationFinancial Record KeepingAdministrative SupportTask OwnershipTime ManagementAttention To DetailCommunicationOrganization

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About Peak Retirement Planning, Inc.

Industry

Financial Services

Employees

48

Type

Partnership

Size

11-50 employees

We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.

View company page

Job categories

AdministrativeFinance & AccountingManagement & Leadership

Description

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

Requirements

  • Calendar Management
  • Email Management
  • Travel Coordination
  • Financial Record Keeping
  • Administrative Support
  • Task Ownership
  • Time Management
  • Attention To Detail
  • Communication
  • Organization

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