HR Generalist

Strategic Wealth Partners (SWP) is an independently managed wealth management firm that has been partnering with clients since 2008. Our purpose is to Manage Complexity and Deliver Simplicity. We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client's unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Job Summary:

This individual will be a member of the Business Management Team, supporting the overall team through duties related to employee recruitment, retention, training, benefit administration, and beyond.

Duties and Responsibilities:

• Recruiting; scheduling interviews, conducting initial phone screenings, onsite to welcome candidates during scheduled interviews
• Employee onboarding; creating the onboarding schedule, onsite to welcome the employee, working closely with the hiring manager and new employee to identify any additional training needed for a successful onboarding
• Benefit Administration & Open enrollment; explain plan offerings to new employees, review options during open enrollment, analyze and make recommendations to the executive team for the coming year, present to the team, oversee changes and updates to systems
• SWP Internship Program; manage the hiring process (post the job description, screen candidates, make selections), work with the SWP team to identify projects, tasks and capstone project, supervise the interns throughout the summer program
• Manager training; hold quarterly training and coaching sessions with people managers
• Other HR items; review and refine SWP Handbook policies and procedures, track PTO/DTO, coordinate employee parties and gifts, coordination of the annual review process, and HR reporting
  
  

Qualifications:

• Demonstration of the SWP Core Values (Initiative, Curiosity, Clear Communication, Team oriented, Humble, acts with Integrity, passionate about Service)
• Bachelors Degree from an accredited institution
• Highly dependable and organized, detail-oriented, and able to meet deadlines
• Ability to manage confidential information responsibly
• Previous work experience in HR and/or project management
• HR certification a plus (SHRM or HRCI)
• Experience with a CRM system and employee data management
• Desire/ability to work successfully in a small company environment and growing firm
  
  

Benefits:

• 401k Program
• Health, Dental, Life, and Disability Insurance
• Health Savings Account
• Flexible Work from Home Policy
• Paid Time Off
• Summer Hours
• Education Reimbursement (job related)
  
  

Salary is competitive based on industry standards.

• Salary will be based on experience
• Bonus eligible; prorated for the first year of service