Application

Appointment Generator Main Responsibilities🚀

• Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
• Keep notes of all calls made in our CRM system
• Consistent follow-up with prospects
• Perform other duties and projects as assigned

Tax Preparer Main Responsibilities🚀

• Prepare individual and business tax returns accurately and on time
• Provide tax planning and strategy support alongside financial advisors
• Familiarity with tax prep software (we use Drake)
• Help clients understand their tax liabilities and filing obligations
• Ensure compliance with all federal and state tax regulations
• Maintain up-to-date knowledge of tax laws and communicate relevant updates
• Work with external accountants or legal professionals as needed
• Contribute to developing internal tax systems and improving efficiency
• Support clients during audits or tax-related inquiries

Entry-Level Executive Assistant Main Responsibilities🚀

• 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

Bookkeeper Main Responsibilities🚀

• Maintaining financial books and records for the firm
• Provide reports for the CEO and monthly, quarterly, and year-end reports
• Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
• Assist in monitoring and managing cash flow
• Manage day-to-day AR processing, deposits, and bookkeeping
• Run monthly payroll
• Provide information to the firms CPA to meet all tax-related requirements

Intern/Aspiring Financial Planner

*No Experience Preferred*

What We Offer🚀

• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
• Trainual - Over 120+ hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
• Sit in on client sessions
• Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.
• One-on-one mentorship
• Toastmasters - Interns improve their communication skills through speeches and presentations, while receiving direct feedback from experienced team members.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Life and Health Insurance Exam Prep
• Series 65 Exam Prep
• Real life Experience - Help with preparation of Financial Plans, Tax Reports, and presentations for client meetings. Assisting advisors, as needed, on miscellaneous tasks and fulfill routine client service requests.
• Resources for obtaining the CFP® and CKA® Credential

IT Specialist Main Responsibilities🚀

• Maintain, troubleshoot, and upgrade hardware, software, and networks to ensure efficient operations across all offices
• Provide technical support and resolve IT issues for staff members, including troubleshooting desktop computers, mobile devices, printers, and other peripherals
• Implement data security measures to safeguard sensitive client and firm information, including managing firewalls, antivirus software, and network security protocols
• Manage and maintain cloud-based systems and data storage solutions, ensuring secure and seamless access to important files and applications for remote and in-office employees
• Assist in onboarding new employees by setting up user accounts, email, and workstations
• Work closely with our team to streamline technology processes that enhance our client service delivery, including integrating client management and financial planning software
• Assist in the integration of new software systems and tools as the firm continues to grow, ensuring they align with the company’s needs and goals
• Build out automations and workflows using software systems such as Zapier or Make
• Own management of CRM and other web presences.
• Manage the company's Office 365 Suite of programs (Outlook, SharePoint, OneDrive)

Marketing Specialist Main Responsibilities🚀

• Maintain and enhance marketing strategies that bring in prospective clients and grow Peak's brand
• Maximize our twelve marketing funnels including: community workshops, TV and radio, podcast, YouTube, and published books
• Seek out new opportunities to grow our presence and impact as we scale into a national brand
• Ensure the leadership team has accurate reports and dashboards related to marketing performance
• Collaborate with internal teams to align marketing with operational and business objectives
• Reports - ensure the CEO and leadership team have accurate reports and dashboards necessary to manage and run the business.
• Demonstrate consistent alignment with company values in all work and communication
• Participate in self-improvement initiatives to grow in your role and better serve the team

Office Manager Main Responsibilities🚀

• Greet clients warmly and professionally as they arrive at our office
• Answer and direct phone calls with clarity and courtesy
• Perform administrative tasks including scanning, data entry, and preparing paperwork
• Ensure office supplies are fully stocked and organized
• Prepare and send client letters for various communication needs
• Support event logistics and help manage supplies and promotional materials
• Keep the office environment clean, organized, and presentation-ready
• Take miscellaneous tasks off advisors’ plates to free them up for client work

Client Service Specialist Main Responsibilities🚀

• Contribute to creating a seamless and efficient client service experience across the team
• Prepare and submit paperwork for client accounts, ensuring completeness and compliance
• Assist clients during account transitions and respond to service-related needs
• Possess or obtain financial licensing
• Answer account-related questions (e.g., login support, address or beneficiary changes)
• Support internal operations by offloading administrative tasks from advisors
• Manage and track 401(k) rollovers and investment transfers with accuracy

Operations Specialist Main Responsibilities🚀

• Get things done while maintaining our standards of excellence
• Own delegated tasks from start to finish with minimal supervision
• Support project management by tracking deadlines, deliverables, and team accountability
• Maintain efficiency across all daily business functions
• Track advisor performance metrics and business data to support firm growth and decision-making
• Coordinate prospect and client scheduling
• Serve as a behind-the-scenes anchor to ensure everyone on the team can operate at their best

HR Lead Main Responsibilities🚀

• Bring experience as a Human Resources Lead or similar role
• Have in-depth knowledge of State and Federal labor laws
• Lead and manage the Human Resources department
• Facilitate regular HR team meetings and ensure alignment on key priorities
• Oversee our in-depth hiring process from start to finish
• Successfully source top talent all across the country
• Ensure HR-related KPIs are tracked and met consistently
• Manage onboarding and offboarding processes
• Support and coach team members through their employee lifecycle
• Maintain compliance with labor laws and uphold company HR policies
• Provide ongoing management and support to the HR team

HR Specialist Main Responsibilities🚀

• Manage the early stages of our in-depth hiring process
• Knowledge of State and Federal labor laws
• Review and track applications across open roles
• Facilitate onboarding and offboarding processes
• Maintain accurate and compliant internal documentation
• Track hiring data and HR KPIs to support strategic decisions
• Help ensure every new team member is set up for success in their role

Paraplanner Main Responsibilities🚀

• No Experience Needed
• The ability to earn your Series 65 and Life & Health license
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• Prepare financial plans, tax reports, and meeting presentations for advisors
• Attend client meetings and provide real-time support to advisors
• Assist with routine client service requests and follow-up
• Handle miscellaneous tasks as assigned to support advisor productivity
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on service, not sales

Event Coordinator Main Responsibilities🚀

• Plan, coordinate, and execute company educational events and client appreciation experiences
• Manage event logistics, including venue booking, scheduling, and attendance tracking
• Track and report key event metrics to measure effectiveness and guide improvements
• Coordinate with vendors, speakers, and internal staff to ensure smooth event delivery
• Build relationships with event partners and vendors to support future growth
• Support the expansion of event programs as we scale our brand across new markets

Client Experience Lead Main Responsibilities🚀

• Bring experience as a Client Experience Lead or similar role
• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Oversee and manage the Client Experience team, maintaining service excellence
• Greet clients and ensure they feel appreciated and valued during every visit
• Plan and coordinate client events, appreciation initiatives, and office visits
• Maintain a polished, professional, and organized office environment
• Anticipate client needs and address concerns before they arise
• Continuously evaluate and improve internal processes that impact the client journey

Office Lead Main Responsibilities🚀

• Bring experience as an Office Lead or similar role
• 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

Client Service Lead Main Responsibilities🚀

• Bring experience as a Client Service Lead or similar role
• Own and manage the client service department, ensuring high performance, clarity of roles, and cross-functional collaboration
• Identify and implement process improvements that elevate efficiency and optimize advisor workload
• Act as a strategic partner to the operations team, ensuring alignment with company goals
• Monitor, answer, and delegate our client email inbox, ensuring company standards and response deadlines
• Complete and process client paperwork to ensure smooth account setup and maintenance
• Serve as a liaison for clients during account transfers, ensuring clear and supportive communication
• Manage and track 401(k) rollovers and investment transfers with accuracy and timeliness
• Establish and maintain department KPIs, and hold team members accountable to performance benchmarks

Entry-Level Project Manager Main Responsibilities🚀

• Oversee and manage projects from inception to completion, ensuring deadlines are met
• Act as a bridge between departments to streamline communication and workflows
• Implement and optimize processes for maximum efficiency
• Track project progress and adjust plans as needed
• Identify and mitigate risks to ensure successful project execution
• Assist in organizing company-wide initiatives, events, and process improvements
• Maintain an organized, structured work environment for the team
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Talent Acquisition Lead Main Responsibilities🚀

• Bring experience as a Talent Acquisition Lead or similar role
• Have in-depth knowledge of State and Federal labor laws
• Lead and manage the Human Resources department
• Facilitate regular HR team meetings and ensure alignment on key priorities
• Oversee our in-depth hiring process from start to finish
• Successfully source top talent all across the country
• Ensure HR-related KPIs are tracked and met consistently
• Manage onboarding and offboarding processes
• Support and coach team members through their employee lifecycle
• Maintain compliance with labor laws and uphold company HR policies
• Provide ongoing management and support to the HR team

Team Lead Main Responsibilities🚀

• Bring experience as a Team Lead or similar role
• Oversee the daily performance of the team to ensure consistent productivity
• Foster a supportive, motivating, and growth-minded work environment
• Guide, mentor, and train team members to ensure development and retention
• Ensure tasks and projects are completed accurately and on schedule
• Identify and implement process improvements to enhance efficiency
• Monitor individual and team performance, providing timely feedback
• Support advisors and cross-functional teams by clearing roadblocks and bottlenecks and ensuring operational flow

Recruiter Main Responsibilities🚀

• Managing our end-to-end recruiting process
• Sourcing, screening, and interviewing candidates
• Coordinating interviews and hiring processes with department leaders
• Working with local colleges to find top talent in their financial planning programs
• Maintaining candidate pipelines and recruitment databases
• Assisting with job postings and employer branding initiatives
• Providing a great candidate experience throughout the hiring process

Video Editor Main Responsibilities🚀

• Elite in editing for YouTube, social media, internal training, and public-facing ads
• Own the editing and post-production process for all video content
• Maintain consistent visual and brand identity across all projects
• Collaborate with the marketing team, advisors, and leadership to develop compelling video stories
• Produce videos for podcast clips, YouTube episodes, ads, client education, and internal training
• Manage and organize raw footage, project files, and final assets
• Provide creative input on shot selection and scripting when needed
• Optimize videos for various platforms and formats
• Stay up-to-date on video trends and apply best practices for engaging content

Graphic Designer Main Responsibilities🚀

• Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) or similar tools
• Design graphics for marketing materials including brochures, event flyers, and digital ads
• Create branded content for social media, YouTube thumbnails, and email campaigns
• Maintain brand consistency across all design deliverables
• Assist in the layout and design of internal documents and presentations
• Collaborate with the marketing and leadership teams to develop new visual campaigns
• Update and refine existing design assets for better engagement and clarity
• Support the team with quick-turn graphic needs and ad hoc design requests
• Stay up-to-date on design trends and suggest ways to improve our brand visuals

CPA Main Responsibilities🚀

• Have in-depth understanding of state and federal tax codes
• File timely and accurate tax returns for individuals and businesses
• Collaborate with advisors to design and implement tax strategies
• Educate clients on filing requirements, deductions, and liabilities
• Ensure compliance with current tax legislation
• Experience using tax software
• Keep current on tax code updates and clearly communicate changes
• Commitment to a long-term role and ownership of tax-related processes
• Coordinate with outside CPAs or attorneys when necessary
• Help enhance internal tax workflows and documentation
• Provide support to clients during IRS audits or tax reviews

Receptionist Main Responsibilities🚀

• Greet clients and visitors with a warm, friendly smile upon arrival
• Answer phone calls and direct inquiries to the appropriate team members
• Maintain a tidy, professional, and welcoming front office environment
• Manage meeting room setups, client check-ins, and hospitality
• Assist with scheduling, confirming appointments, and basic admin tasks
• Support the operations team with light clerical responsibilities
• Deliver an exceptional first impression to everyone who walks through our door

Operations Intern Main Responsibilities🚀

• Support daily operational tasks and cross-departmental initiatives  
• Assist with streamlining internal processes and workflows 
• Utilize internal systems, tools, and reporting 
• Coordinate and track ongoing projects to ensure timely completion 
• Contribute to process documentation and team resources 
• Work closely with operations leaders to maintain efficiency in communication and tasks 

IT Intern Main Responsibilities🚀

• Willingness to pursue professional development and industry certifications 
• Assist in break-fix solutions 
• Data and systems administration 
• Web design and automation building, using tools such as Zapier, Salesforce Flow, Make, and more 
• Work closely with leadership for mentorship and training 
• Take part in personal and professional development experiences 

Marketing Intern Main Responsibilities🚀

• Maintain and enhance marketing strategies
• Maximize our twelve marketing funnels, including: community workshops, TV and radio, podcast, YouTube, and published books
• Sit in on meetings with Marketing Director and CEO
• Seek out new opportunities to grow our presence and impact as we scale into a national brand
• Ensure the leadership team has accurate reports and dashboards related to marketing performance
• Assist internal teams in aligning marketing with operational and business objectives
• Demonstrate consistent alignment with company values in all work and communication

Marketing Director Main Responsibilities🚀

• Bring experience as a Marketing Director or similar role
• Maintain our marketing strategies to grow our client base and increase industry impact
• Maximize various marketing funnels and find new opportunities as we grow into a nationwide brand
• Demonstrate an alignment with the company’s core values
• Project Management - Lead the research, design, and implementation of new systems and software
• Reports - Ensure the CEO has the reports and dashboards necessary to manage and run the business
• Training - Provide initial training and ongoing professional development for our Marketing Department
• Quarterly Check-Ins - Meet with team members in our marketing department quarterly to discuss their Scorecards, areas of coaching for improvement, and praise for achieving their results

Enrolled Agent Main Responsibilities🚀

• Experience filing both personal and business tax returns
• Solid understanding of current federal and state tax regulations
• Prepare tax returns for individuals and businesses accurately and promptly
• Partner with advisors to support tax planning and strategy
• Explain tax filing requirements and outcomes to clients
• Monitor compliance with tax codes and regulatory updates
• Stay current on changes to tax laws and advise accordingly
• Work with outside accounting or legal partners as needed
• Assist in refining internal tax workflows and improving efficiency
• Support audit responses and tax-related inquiries from clients

Tax Specialist Main Responsibilities🚀

• Prepare and submit accurate tax returns for individuals and business entities
• Collaborate with financial advisors on tax strategy and optimization
• Familiarity with Drake or similar tax preparation platforms
• Explain tax obligations and refund expectations to clients
• Ensure adherence to all applicable tax laws and filing deadlines
• Keep current with changes in tax policy and inform clients when relevant
• Coordinate with external professionals as needed for complex issues
• Improve efficiency of internal systems related to tax operations
• Respond to audit requests and represent clients in tax-related matters

Accountant Main Responsibilities🚀

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred but not required)
• Strong understanding of GAAP and financial reporting standards
• Experience with payroll, bank reconciliations, and general ledger management
• Proficiency with accounting software (QuickBooks, Xero, or similar)
• Maintain accurate financial records, including journal entries, reconciliations, and ledgers
• Manage accounts payable, accounts receivable, and general ledger activities
• Prepare monthly, quarterly, and annual financial reports
• Monitor and manage payroll processing and related tax filings
• Support the budgeting and forecasting process with accurate data and insights
• Ensure compliance with tax and regulatory requirements
• Coordinate with external accountants during audits or year-end tax filings
• Identify and implement improvements to accounting workflows and internal controls
• Provide financial reporting support to leadership and department heads

Firm Concierge Main Responsibilities🚀

• Run errands for the team and leadership (supplies, deliveries, food pickups, etc.)
• Keep shared spaces tidy and well-stocked (kitchen, conference rooms, office supply areas)
• Help with miscellaneous needs and last-minute tasks across all departments
• Assist with meeting setup and cleanup, including hospitality for guests
• Support logistics during team events and firm-wide meetings
• Handle small projects that support office organization, operations, and team workflow
• Be a go-to helping hand for any task that improves team efficiency or culture

Director of Finance Main Responsibilities🚀

• Bring experience as a Director of Finance or similar role
• Bachelor’s degree in finance, accounting, or a related field
• High proficiency with accounting software (QuickBooks, Excel, etc.)
• Own all aspects of financial operations, including budgeting, forecasting, and monthly reporting
• Provide financial insights and analysis to support strategic decision-making
• Collaborate with leadership on business planning and growth initiatives
• Oversee cash flow management and optimize capital allocation
• Ensure timely and accurate financial statements and compliance with tax laws
• Lead financial audits and manage relationships with external accounting partners
• Implement scalable processes for tracking expenses, revenue, and KPIs
• Support hiring and departmental budgeting decisions with financial clarity
• Build and manage a small internal finance team as the firm grows

General Sales Main Responsibilities🚀

• Serve as the first point of contact for prospective clients and guide them through our process
• Communicate the value of financial planning in a clear, compelling way
• Follow up with warm leads and referrals to schedule meetings with advisors
• Track and manage outreach, follow-ups, and prospect records in our systems
• Support marketing and educational events by connecting with attendees and booking follow-ups
• Collaborate with advisors to ensure a seamless experience from first contact to onboarding
• Participate in ongoing training to improve communication, systems knowledge, and financial literacy

Finance Specialist Main Responsibilities🚀

• Experience with financial data entry, reconciliations, and reporting
• Familiarity with accounting software such as QuickBooks, Xero, or similar
• Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking
• Proficiency in Microsoft Excel (formulas, pivot tables, etc.)
• Prepare regular financial reports for internal leadership and advisory teams
• Support budget tracking, expense management, and revenue analysis
• Help maintain accuracy of financial documentation and client billing records
• Coordinate with the Director of Finance or external accountants as needed
• Identify process improvements and support implementation of scalable financial systems
• Track and report on key financial KPIs that guide business decisions
• Assist with quarterly and annual reporting requirements, including tax prep support

Accounting Intern Main Responsibilities🚀

• No Experience Preferred
• Interest in obtaining the CPA licensure
• Assisting with the preparation of tax returns
• Performing basic tax research and verifying compliance with IRS regulations
• Assisting in-house CPA, as needed, on miscellaneous tasks
• Organize and review client tax documents
• Assisting with client communications and responding to information requests

Finance Intern

*No Experience Preferred*

What We Offer🚀

• Peak University - Our three-month advisor training program, consisting of one-hour of training sessions every day with an experienced advisor.
• Peak Bootcamp - Leadership and Professional Development masterclass held every day for the first month.
• Intern Bootcamp - An additional hour each day for interns to have time with experienced advisors to get questions answered and do further advisor training.
• Trainual - Over 120+ hours of financial planning training content built exclusively for Peak Retirement Planning, Inc. advisors.
• Sit in on client sessions
• Mock Client Reps - Our training program provides opportunities to practice presenting financial information as an advisor would to a client.
• One-on-one mentorship
• Toastmasters - Interns improve their communication skills through speeches and presentations, while receiving direct feedback from experienced team members.
• Kingdom Advisors Study Group - Learn how to integrate your faith with your finances.
• Life and Health Insurance Exam Prep
• Series 65 Exam Prep
• Real life Experience - Help with preparation of Financial Plans, Tax Reports, and presentations for client meetings. Assisting advisors, as needed, on miscellaneous tasks and fulfill routine client service requests.
• Resources for obtaining the CFP® and CKA® Credential

A+ Player Main Responsibilities🚀

• Find the perfect seat on the bus
• Assist team in maintaining standards of excellence
• Perform administrative tasks to support the daily functions of other team member
• Maintain efficiency across all daily business functions
• Carry out assigned tasks in a timely and excellent manner
• Preserve an organized, structured work environment for the team

Chief of Staff Main Responsibilities🚀

• Bring experience as a Chief of Staff or similar role
• Work closely with CEO and team leads to lead the firm in a positive direction
• Partner with CEO to oversee business decisions
• Delegate tasks and responsibilities
• Give constructive feedback to team members
• Lead and organize team meetings with all departments
• Facilitate communication and collaboration within the team
• Build client relationships in in-person and virtual settings

Strategy Data Analyst Main Responsibilities🚀

• Collect, analyze, and interpret data from multiple sources to identify trends and opportunities
• Conduct in-depth analysis of both internal and external data such as performance metrics and competitor insights to identify strategic opportunities and risks
• Develop dashboards, reports, and visualizations to communicate insights to leadership
• Partner with advisors and leadership to translate business questions into analytical solutions
• Monitor key performance indicators (KPIs) and provide recommendations for improvement
• Support strategic planning with forecasting, modeling, and scenario analysis

Quality Control Specialist Main Responsibilities🚀

• Ensure every client interaction is warm, welcoming, and exceeds expectations
• Conduct quality checks on every client meeting, call, and experience with our team
• Grow lasting, personal relationships with all clients
• Greet clients and ensure they feel appreciated and valued during every visit
• Prepare and deliver quality reports to the CEO and team with actionable steps for improvement
• Maintain a polished, professional, and organized office environment
• Manage CRM and update client profiles
• Continuously evaluate and improve internal processes that impact the client journey

Email & Account Engagement Specialist Main Responsibilities🚀

• Experience or relevant experience with Salesforce Account Engagement (Pardot), Marketing
• Cloud, Mailchimp, Keap, or other similar platforms
• Comfortable using email builders such as Canva or AI tools
• Write, design, and schedule email campaigns in Salesforce Account Engagement
• Build and maintain engagement journeys, automation rules, and lead scoring
• Ensure branding and messaging are consistent across all emails, templates, and layouts
  A/B test subject lines, send times, content, and user journeys
• Help manage newsletters, workshop follow-ups, webinar emails, and event sequences
• Create and maintain landing pages, forms, and RSVP automations in Salesforce
• Support content creation efforts for digital marketing and internal campaigns
• Collaborate with advisors and operations to ensure accuracy in messaging
• Segment recipient lists using Salesforce data and engagement history
• Maintain clean contact data, suppression lists, and compliance standards
• Monitor campaign success to improve future campaigns and user experience

Digital Ads Specialist Main Responsibilities🚀

• Experience with digital platforms such as YouTube, Instagram, Facebook, or LinkedIn
• Develop, launch, and optimize paid advertising campaigns across multiple digital platforms
• Conduct keyword research, audience targeting, and A/B testing to drive performance
• Monitor campaign budgets, performance metrics, and conversions
• Create performance reports and share actionable insights with our Marketing team
• Stay current with platform updates, algorithm changes, and digital advertising best practices
• Collaborate with our Marketing department to align ad messaging and visuals

Office Administrator Main Responsibilities🚀

• Greet clients warmly and professionally as they arrive at our office
• Manage day-to-day office operations, including supplies, equipment, and facilities
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Schedule and coordinate meetings, appointments, and travel arrangements
• Maintain organized filing systems, both electronic and physical
• Assist with budgeting, invoicing, and expense tracking
• Act as a point of contact for both team members and clients

Experienced Project Manager Main Responsibilities🚀

• Bring experience as a Project Manager or similar role
• Oversee and manage projects from inception to completion, ensuring deadlines are met
• Act as a bridge between departments to streamline communication and workflows
• Implement and optimize processes for maximum efficiency
• Track project progress and adjust plans as needed
• Identify and mitigate risks to ensure successful project execution
• Assist in organizing company-wide initiatives, events, and process improvements
• Maintain an organized, structured work environment for the team
• Remove roadblocks and take on administrative tasks to support leadership and advisors

Experienced Executive Assistant Main Responsibilities🚀

• Bring experience as an Executive Assistant or similar role
• 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

Client Service Admin Main Responsibilities🚀

• Work alongside our client service team to provide our clients with white-glove service
• Prepare, mail, and organize client materials such as statements, checks, and other account paperwork
• Handle incoming calls, emails, and correspondence in a timely and professional manner
• Manage and coordinate client scheduling needs
• Maintain organized filing systems, both electronic and physical to ensure regulatory compliance
• Follow up with clients on items awaiting client action, such as signed documents, approvals, and additional information needed to move requests forward
• Support internal operations by offloading administrative tasks from our client service team and advisors

At Peak Retirement Planning, we don’t just hire for open positions—we hire for impact. If you’re world-class at what you do and you resonate with our Peak Principles, we want to hear from you.

If you didn’t see the perfect role listed on our careers page but you know you can drive results, solve hard problems, and help raise our standards, this is your chance to stand out.

Fill out this quick application and tell us how you fit into our mission and why we’d be crazy not to bring you on to our team.

We review every submission personally. If there’s a fit now, we’ll reach out. If not, we’ll keep your information on file for future opportunities—we’re always looking for A+ players to join our team.