HR Generalist

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

The HR Coordinator will support the HR department in various administrative and strategic functions, including recruitment, onboarding, employee relations, and benefits administration. This role ensures smooth daily operations within HR, assists in building a positive company culture, and helps maintain compliance with HR policies and procedures.

• Recruitment Support: Assist in the recruitment process, including posting job openings, screening resumes, scheduling interviews, and coordinating communication with candidates. Maintain applicant tracking systems and ensure all candidate records are up-to-date.
• Onboarding and Offboarding: Facilitate new hire onboarding, including paperwork, orientation scheduling, and training coordination. Ensure all onboarding documents are completed accurately and entered into the HRIS. Coordinate the offboarding process, including documentation and final payroll coordination.
• Employee Relations: Support employee engagement initiatives. Help plan and organize company events and activities to promote a positive work environment.
• Benefits Administration: Assist employees with benefits-related questions and support the open enrollment process. Update employee benefit records and process changes in the HRIS. Liaise with benefits providers to address employee claims and other issues.
• Data Management and Reporting: Maintain employee records in HRIS with accuracy and confidentiality. Generate HR reports on metrics like turnover, hiring progress, and attendance as needed. Ensure compliance with federal, state, and local employment laws and regulations.
• HR Projects and Process Improvement: Support HR initiatives and projects, including performance management, training, and development programs. Identify opportunities to streamline HR processes and enhance efficiency within the department. Assist with policy development and implementation.

• Bachelor’s degree in Human Resources, Business Administration, or related field.
• 1-3 years of experience in an HR role, preferably in a coordinator or administrative capacity.
• Familiarity with HRIS systems and applicant tracking software (ATS).
• Basic understanding of HR principles, laws, and best practices.
• Strong organizational and multitasking skills with keen attention to detail.
• Excellent interpersonal and communication skills, with a focus on providing employee support.
• Proficiency in Google Suite (drive, slides, docs, mail)

• Communication: Ability to interact professionally and maintain confidentiality.
• Organization: Skilled in managing multiple tasks and deadlines effectively.
• Problem-Solving: Able to address and escalate employee issues as appropriate.
• Attention to Detail: Accurate in record-keeping and data entry.
• Customer Service Orientation: Focused on supporting employees and promoting a positive work culture.

• Competitive Salary.
• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Full medical and dental benefits. 
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Paid Parental Leave.
• Company equity managed through Carta.
• 401k with Match and 100% vesting upon hire.
• Free estate planning!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.