HR Generalist

Job Description

Job Description

About the Role

As a member of the HR Operations team, the HR Generalist is responsible for handling the employee experience throughout the entire employee life cycle, from onboarding through offboarding.

In this role you will be responsible for responding to HR inquiries from team members, collaborating with HR Business Partners and HR Centers of Excellence to provide outstanding customer service, and executing on a seamless onboarding and offboarding processes.

Additional responsibilities may include primary or backup support for US / Canadian compensation & benefits administration, HRIS updates / reports / audits, employee files, leave & accommodation request management, HR compliance, documentation, process improvement, global mobility and immigration.

What does a great HR Generalist do?

A great HR Generalist embodies InvestCloud values, acts with empathy, is focused on the employee experience, has a keen eye for detail, acts with integrity when dealing with sensitive data or situations, and always maintains professionalism.

This person in this role will interact with employees and people managers at all levels across our organization.

How you will provide meaningful contributions :

Onboarding and offboarding activities including pre-hire communications, new hire documentation, employment eligibility verification (Form I-9, E-Verify), orientation presentations / logistics, departure meetings, and answering employee questions.

Communicate with internal team members including the manager, HR Business Partners, Talent Acquisition, IT, Payroll, and Benefits.

Manage employment-related inquiries from employees and supervisors; independently respond or make suggestions to the appropriate teams to keep all concerned parties informed.

Provide research and background information as appropriate. Coordinate with HR Business Partners, COE, and other teams for timely responses.

HRIS and employee documentation. Provide HR data and changes to payroll. Maintain records, process changes, and provide reports.

Analyze data to identify trends / issues and make recommendations to leadership on actions.

• Manage digital solutions for HR processes to ensure the proper information is gathered, reported, and communicated to the appropriate teams.
• Work with HR Ops, HR Business Partners, and COE teams on other HR workstreams and projects, including compliance, compensation & benefits, HRIS, global mobility, leave & accommodation request management, talent acquisition, background checks, recognition programs, company culture, etc.
• Administers and executes human resource programs. Complete data requests, audit requests, analysis, or special projects.
• Maintains company compliance with federal (US, Canada), state / province, and local employment laws and regulations, and recommended best practices;

reviews policies and practices to maintain compliance.

• Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources and employment law.
• Performs other duties as assigned.

Basic Qualifications for Consideration :

• Demonstrated ability to apply Human Resources KSA’s as demonstrated through a combination of work experience, academic achievement, and / or professional certifications :
• Prior HR experience in a software, finance, or professional services organization, or similar industry
• Degree in Human Resources, Business Administration, or a related field
• SHRM-CP, HRCI PHR, or similar certification
• Computer Proficiency
• Microsoft Office Suite or related software
• Experience with MS Forms a plus
• Proficiency with or the ability to quickly learn the organizations HRIS, LMS, and related HR systems; UKG experience preferred

Knowledge / Skills / Abilities

• Strong knowledge of employment-related laws and regulations
• High-level verbal and written communication skills
• High-level organizational skills and attention to detail
• High-level time and project management skills with a proven ability to meet deadlines
• High-level interpersonal skills and emotional intelligence
• Strong presentation skills, both in-person and virtual formats
• Strong analytical and problem-solving skills
• Good negotiation, and conflict resolution skills
• Ability to prioritize tasks
• Ability to act with integrity, professionalism, and confidentiality
• Ability to work a varied work schedule to meet company and employee needs across multiple time zones and countries; primary focus is on US / Canada

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients.

By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.

In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success.

Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.

The salary may also be adjusted based on the applicant’s geographic location. Salary range : $60,000 - $90,000

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InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.