HR Generalist, HRIS & Operations

Merit Financial Advisors • Alpharetta, GA

9h • Onsite

About The Position

The HR Generalist, HRIS & Operations serves as a key member of the Human Resources team, responsible for managing and optimizing the firm's Human Resources Information System (HRIS) while supporting day-to-day HR operations across the employee lifecycle. This role combines HR technology expertise with broad HR generalist responsibilities, ensuring accurate employee data, efficient HR processes, compliance with employment regulations, and a seamless employee experience. In a highly regulated financial services environment, this position plays a critical role in supporting the HR team including but not limited to workforce planning, compensation administration, compliance reporting, onboarding, and process improvement initiatives. The ideal candidate is highly analytical, detail-oriented, and capable of balancing strategic HR technology initiatives with hands-on operational support.

Requirements

• Bachelor's degree in human resources, Business Administration, Information Systems, or related field.
• 3-5 years of progressive HR experience, including significant HRIS administration responsibilities.
• Strong understanding of the employee lifecycle, HR compliance, compensation administration, and workforce reporting.
• Advanced proficiency in HR systems and reporting tools, including configuring workflows, automations, forms, approvals and other HR technology solutions.
• Strong Excel and data analysis skills.

Nice To Haves

• 3+ years of HRIS administration experience with Workday, including Workday implementations and integrations.
• PHR, SPHR, SHRM-CP, SHRM-SCP, or HRIP certification.
• Experience supporting HR operations in a professional services, wealth management, banking, insurance, broker-dealer, RIA, or financial services environment.
• Experience supporting multi-state workforces.
• Experience with M&A integration activities, HR system conversions, or organizational growth initiatives.
• An ability to build trusted relationships across the organization while contributing ideas that improve our employee experience.

Responsibilities

• Serve as the primary administrator for the firm's HRIS platform and related HR technologies.
• Manage system configuration, workflows, user security, business rules, and system enhancements.
• Ensure data integrity and hygiene across HR, including but not limited to payroll, benefits, recruiting, and performance management systems.
• Develop and maintain recurring and ad hoc workforce reports, dashboards, and analytics.
• Support organizational planning, headcount reporting, turnover analysis, and human capital metrics.
• Lead HRIS testing, upgrades, implementations, and vendor relationship management.
• Identify opportunities to automate manual HR processes and leverage AI and other tools to improve documentation, communications and other operational efficiencies.
• Evaluate emerging technologies to identify practical opportunities to improve Human Resources processes and procedures, and to build documentation, self-service resources, automations, and knowledge tools that increase the effectiveness of the Human Resources team, managers and the general employee population.
• Support the implementation and administration of AI-enabled HRIS tools and capabilities, ensuring alignment with company policies, data governance standards, compliance requirements, and appropriate human oversight of AI-driven processes.
• Maintain employee data security and confidentiality in accordance with company policies and data privacy requirements.
• Ability to train team members and colleagues in use of HRIS platform.
• Administer employee onboarding, job changes, promotions, transfers, and offboarding activities.
• Support recruiting efforts through applicant tracking system administration and process coordination.
• Ensure employee records are complete, accurate, and maintained in compliance with regulatory requirements.
• Assist leaders and employees with HR policies, procedures, and general employment questions with ability to prioritize inquiries and make assignments to appropriate personnel.
• Support performance management, talent development, and succession planning initiatives.
• Coordinate employee engagement programs and HR communications.
• Provide support to employees and managers throughout the employee lifecycle.
• Assist with compensation administration, salary benchmarking, job evaluations, and annual compensation planning cycles.
• Support incentive compensation and bonus administration processes.
• Responsible for payroll which may include partnering with Finance and Payroll Provider to ensure accurate employee data and payroll processing.
• Manage payroll-related inquiries and ensure timely resolution of employee concerns.
• Coordinate benefits administration activities, including enrollments, life events, and annual open enrollment.
• Prepare reports and analyses related to compensation, benefits utilization, and workforce trends.
• Ensure compliance with federal, state, and local employment laws and regulations.
• Prepare and support required filings and reporting, including EEO-1, ACA, Form 5500 data requests, and other workforce compliance reporting.
• Support internal audits, external audits, and regulatory examinations as necessary.
• Maintain HR policies, procedures, and documentation to align with legal and industry requirements.
• Monitor evolving employment regulations and recommend process updates to maintain compliance.
• Support merger and acquisition activities.
• Assist with referral tracking for recruitment and incentive program fulfillment.
• Support other HR functions, projects and initiatives, as needed and assigned.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level