Human Resources Generalist | Wealth Management
About The Position
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams. We are seeking an experienced and highly organized HR Generalist to support the day-to-day HR operations of a growing professional services firm. This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO. The ideal candidate is adaptable, resourceful, and execution-oriented, with the ability to manage shifting priorities and support a consistent, professional employee experience within a fast-paced and evolving organization. Professional services experience preferred. This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-2 days per week. Remote work flexibility is supported, with occasional travel for team meetings and visits to other firm locations across the West Coast. This position is classified as exempt under applicable wage and hour laws.
Requirements
- 3–7+ years of HR generalist, HR operations, or HR administration experience
- Experience supporting payroll, onboarding, recruiting, employee administration, and HR processes
- Professional judgment and ability to handle sensitive information with discretion
- Ability to work effectively with leadership and cross-functional teams
- Strong organizational skills, attention to detail, and follow-through
- Ability to manage multiple priorities in a fast-paced environment
- Strong interpersonal and communication skills
- Sound judgment, professionalism, and a high level of discretion and confidentiality
- Solutions-oriented with strong problem-solving abilities
- Knowledge of HR processes and general employment practices
- Comfortable navigating ambiguity and helping build structure and scalable processes
- Collaborative, responsive, and willing to support the business where needed
Nice To Haves
- Bachelor’s degree in Human Resources, Business Administration, or a related field preferred
- Experience working within or alongside a PEO-supported environment preferred
- Professional services experience (RIA, accounting, consulting, legal, or similar) preferred
- Experience supporting a growing organization preferred
- SHRM-CP, PHR, or similar certification is a plus but not required.
Responsibilities
- Serve as the internal liaison with the firm’s PEO partner
- Support payroll, benefits administration, leave coordination, and employee HR processes
- Maintain accurate employee records, HR documentation, and HR systems administration
- Respond to routine employee and manager HR-related questions
- Exercise sound judgment in supporting employee administration, HR processes, and operational matters
- Coordinate onboarding and offboarding processes, workflows, documentation, and employee communications
- Support employee relations matters and help maintain a professional employee experience
- Assist with HR policies, procedures, and process administration
- Coordinate job postings, candidate communications, interview scheduling, and offer processes
- Partner with hiring managers to coordinate and help drive the recruiting and hiring process from posting through onboarding
- Support training, performance management, and employee development initiatives over time
- Support HR policies, procedures, compliance processes, and documentation requirements in partnership with the PEO
- Coordinate HR reporting, tracking, and administrative requirements
- Assist with audits, process improvements, and development of scalable HR operations
Benefits
- Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
