HR Specialist

Crewe Advisors • Salt Lake City, UT

41d • Onsite

About The Position

Crewe Advisors is seeking a driven, detail-oriented HR Specialist to support the Director of Finance and Operations with human resources operations, including recruitment, onboarding and offboarding, and benefits administration. The position is based on site at the firm’s Salt Lake City, Utah office. Standard office hours are Monday through Thursday, 8 a.m. to 5 p.m., and Friday, 8 a.m. to 2 p.m.; other required hours may vary with business needs.

The HR Specialist will coordinate employee onboarding and offboarding, administer employee records and HRIS processes in BambooHR, support benefits administration, and work with the Operations Team to improve the employee experience. The role also requires discretion with confidential employee information and incidental material nonpublic information, along with support for additional HR initiatives as organizational needs evolve.

Requirements

• Associate's or bachelor's degree, or equivalent practical experience.
• Approximately 1–3 years of HR experience.
• Familiarity with an HRIS platform.
• High attention to detail and demonstrated discretion when handling confidential personnel data.
• Strong, proactive oral and written communication skills.
• Ability to follow established workflows, document procedures, and contribute to ongoing process improvements.

Nice To Haves

• BambooHR experience.
• Exposure to a regulated industry, such as financial services or a similar industry.

Responsibilities

• Coordinate employee onboarding and offboarding, including new-hire paperwork, I-9 verification, state new-hire registration filings, scheduling, HRIS administration, and BambooHR system setup.
• Manage periods of high onboarding activity by coordinating multiple training, orientation, and employee integration processes simultaneously.
• Maintain accurate, up-to-date employee records in BambooHR, including rollout and e-signature tracking of Employment Agreements, the Employee Handbook, Policies & Procedures, the Emergency Action Plan, and the Social Media Policy.
• Administer benefits, including open enrollment logistics, COBRA notices, and day-to-day vendor coordination.
• Collaborate with the Operations Team to create, maintain, and improve a positive, feedback-driven employee experience.
• Model company values, build strong relationships, and contribute to an inclusive, people-first workplace as a culture champion.
• Maintain complete confidentiality of employee data and any material nonpublic information encountered incidentally.
• Support additional HR initiatives and responsibilities as assigned to meet evolving business and organizational needs.

Benefits

• Medical, dental, and vision coverage for full-time employees, with a generous contribution toward medical costs.
• Basic life and AD&D insurance provided by Crewe Advisors.
• 401(k) plan with company match after 6 months of employment.
• Flexible paid time off.
• 10 paid holidays.
• Competitive pay.
• Opportunity for learning and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree