What are the responsibilities and job description for the Operations Specialist position at Peak Retirement Planning, Inc.?
We are seeking a detail-oriented and proactive Operations Specialist to help ensure our firm’s day-to-day business operations run smoothly, efficiently, and are clearly documented for the entire team. This role is essential to maintaining structure behind the scenes, supporting both client-facing and internal functions, and ensuring accountability across delegated tasks. The ideal candidate has excellent communication skills and a passion for serving clients with a white-glove service.
Minimum Requirements:
- A friendly, positive, and team-oriented personality
- A desire for long-term growth and contribution within the firm
- A strong personal work ethic, reliability, and personal accountability
- Excellent organizational skills - detail-oriented, proactive, and resourceful
- Strong time management and the ability to juggle multiple priorities without dropping the ball
- Consistent follow-through and accountability
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
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Salary : $45,000 - $60,000
