Operations Specialist – Operational Support

Job Description

Operations Intern | Peak Retirement Planning, Inc.

The Tone:
This is an internship role at Peak Retirement Planning, Inc., located in Columbus, OH. The company is the #1 fastest-growing private company in Columbus and a top financial planning firm, having expanded from one to over 60 team members in just four years. This role is crucial for an “A+ Player” who thrives in a highly selective startup environment and is dedicated to supporting daily operations, streamlining processes, and ensuring efficiency as the company continues its significant growth. Peak seeks individuals with a “Rocketship Mentality” and a “Foxhole Team Member” attitude, who are committed to long-term success and excellence.

The TL;DR
• Role: Internship / Early Career
• Location: In-person, Columbus, OH
• Mission: This person will support the daily operations and strategic initiatives of a rapidly growing financial planning firm, contributing to process efficiency and client service excellence.
• Tech Stack: internal systems, tools, reporting

What You’ll Actually Do
• Operational Support: Support daily operational tasks and cross-departmental initiatives.
• Process Enhancement: Assist with streamlining internal processes and workflows.
• Tool Utilization: Utilize internal systems, tools, and reporting to support operations.
• Project Coordination: Coordinate and track ongoing projects, ensuring timely completion.
• Documentation & Collaboration: Contribute to process documentation and team resources, working closely with operations leaders to maintain communication and task efficiency.

The Must-Haves
• Background: Entry-Level. This role is for an individual with an “A+ Player” mindset, demonstrating elite performance and an intense internal drive to succeed in all endeavors.
• Experience: Proven ability to be an extremely hard worker who is gritty and consistently “gets things done.” Candidates should show a commitment to long-term career growth, aiming to be a “Lifer” who desires to work with the company for 30+ years, viewing it as more than just a 9-5 job.
• Skills: The capacity to support daily operational tasks and cross-departmental initiatives, assist in streamlining internal processes, and effectively utilize internal systems, tools, and reporting. Must be capable of coordinating and tracking ongoing projects to ensure timely completion, and contributing to process documentation and team resources. Requires the ability to work closely with operations leaders to maintain efficiency in communication and tasks. Demonstrated “Growth Mindset” across professional, personal, physical, and spiritual aspects of life.
• Bonus: A “Foxhole Team Member” mentality, characterized by a servant’s heart and a purpose bigger than oneself, including a proactive willingness to support team members. A commitment to going above and beyond to provide “White Glove Service” to clients. An excitement to join a fast-growing startup with extreme upside and a preference for collaborating exclusively with other high-performing “A+ Players,” disliking work with “B and C players.” The candidate should also possess the initiative to act without needing to be told twice what to do.