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Peak Retirement Planning, Inc.

IT Specialist

Peak Retirement Planning, Inc.

Location
Onsite (Columbus, OH)
Compensation
$45k - $100k/yr
Employment
Full-time
Level
Mid Level
Posted 2 weeks ago

About the Role

Peak Retirement Planning is a rapidly growing financial planning firm seeking an IT Specialist to maintain hardware, software, and network systems. The role involves managing data security, cloud storage, and integrating software tools to streamline client service delivery.

Skills

Hardware maintenance Network troubleshooting Technical support Data security Firewall management Antivirus software Cloud systems management Office 365 CRM management Automation Zapier Make SharePoint OneDrive Outlook System integration

Full job details

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:

  • 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)