IT Specialist at Peak Retirement Planning, Inc.

Job Description:

Latest job information from Peak Retirement Planning, Inc. for the position of IT Specialist. If the IT Specialist vacancy in Columbus matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Peak Retirement Planning, Inc. for the position of IT Specialist below matches your qualifications.

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) 

Job Info:

• Company: Peak Retirement Planning, Inc.
• Position: IT Specialist
• Work Location: Columbus
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information IT Specialist at the office Columbus above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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