[Hiring] Human Resources Generalist @Abacus Wealth Partners

Role Description

As our HR Generalist, you’ll ensure HR processes and workflows are smooth and efficient by assessing and identifying opportunities to improve them. With a strong customer service approach and a keen eye for all the details, you’ll support both internal department and company-wide initiatives. The ideal candidate is a strong collaborator, who is internally motivated to initiate action and deeply cares about culture and the employment experience.

What You’ll Do

• Recruitment:
  • Candidates and interviewers experience a white-glove hiring process that attracts top talent and positions new employment relationships for a great start.
  • Own the full hiring cycle, partnering with hiring managers to define role needs, screening applications, scheduling interviews, coordinating background checks, and keeping everyone informed from first hello to offer accepted.
  • Own our recruitment and hiring process flows, keeping them clear, current, and efficient, and make hiring recommendations to the Director and hiring managers.
• Onboarding, orientation & offboarding:
  • New hires feel like they belong from day one and departing employees feel respected.
  • Own onboarding and new hire orientation, making sure everyone has the tools, access, and information they need to hit the ground running.
  • Own offboarding, from resignation correspondence through final documentation, so every departure is handled smoothly and respectfully.
  • Schedule and track training courses and manage the company Training Calendar.
  • Support performance management and development cycles by tracking timelines, preparing materials, and following up on next steps.
• HR administration:
  • HR keeps the people part of the business running while continuously creating efficiencies and improvements.
  • Prepare and process HR documentation, including comp changes, org charts updates, employment verifications, and leave communications and administration, keeping every record accurate, confidential, and on time.
  • Keep the employee handbook current and address benefits questions.
  • Coordinate HR projects, such as process improvement, running employee surveys, and supporting organizational change management.
  • Bring your design eye to internal slide decks (a well-placed GIF goes a long way).
• HR compliance:
  • Abacus clearly considers and follows applicable employment law compliance in HR practices.
  • Own HR compliance training, scheduling sessions, tracking completion, and following up so every employee stays current.
  • Track compliance deadlines and requirements so nothing slips.
  • Stays on top of legal updates.
• Abaversary Program:
  • Every team member feels seen and appreciated for their contributions over time.
  • Own our Abaversary Program, making sure every employee’s work anniversary is recognized and celebrated.
• Employee relations:
  • Employees trust HR as a responsive, confidential resource and thought partner.
  • Be a trusted HR contact, responding to employee requests promptly, listening carefully, communicating clearly, and handling sensitive matters with confidentiality and care.

Qualifications

• 3–5 years in a full-time, HR-specific role, including experience working as part of a remote or distributed team.
• PHR® or SHRM-CP® certification strongly preferred.
• You’ve owned the hiring process from start to finish, from posting roles and screening applicants to scheduling interviews, making recommendations, and keeping candidates and hiring managers informed.
• You’ve prepared HR records such as offer letters, comp changes, verifications and offboarding documents, and you keep data accurate down to the last detail.
• You treat confidential information with discretion and know which issues you can handle yourself and which should involve the Director of HR.
• Comfortable on a Mac and in Google Workspace (Docs, Sheets, Slides, Forms), and easily pick up new tools like Trello, Zoom, Absorb, and JazzHR.
• You listen deeply, write professional, clear and warm emails, bring a customer-service mindset, and stay calm when curveballs arrive.
• You juggle competing priorities without dropping the ball, keep projects on task, welcome feedback, and tactfully call out (and fix) process gaps.
• You understand and appreciate our Core Values.

Requirements

• Project management experience.
• Experience at a Registered Investment Advisor (RIA).

Benefits

• Flexible schedules.
• Generous family leave.
• Autonomy to do your best work from wherever you are.

Company Description

As a certified B Corp, we believe business should be a force for good—starting with our team. We’re committed to fair, inclusive hiring through structured interviews, clear evaluation criteria, and diverse interview panels to reduce bias. We warmly welcome applicants of all backgrounds, identities, and abilities. Let us know if you need accommodation at any step of the process.

We care about your privacy and do not sell any information you share with us during the application process.