Human Resources Generalist

Abacus Wealth Partners•Santa Monica, CA

13d•$80,000 - $90,000•Remote

About The Position

Abacus is a progressive financial planning firm and a 100% employee-owned, B Corp-certified Registered Investment Advisor. The Human Resources Generalist supports the employee experience and helps ensure HR processes and workflows are smooth, efficient, and continuously improving. The role partners with internal departments and company-wide initiatives, bringing a strong customer-service approach, attention to detail, collaboration, initiative, and care for workplace culture. The HR Generalist manages recruitment and hiring, onboarding and offboarding, HR administration, compliance training and tracking, employee anniversary recognition, and employee relations. The position is remote and U.S.-based. Abacus describes its culture as values-driven and offers flexible schedules, generous family leave, and autonomy.

Requirements

3–5 years of experience in a full-time, HR-specific role, including experience working as part of a remote or distributed team.
Active PHR® or SHRM-CP® certification.
Experience owning the hiring process from start to finish, including posting roles, screening applicants, scheduling interviews, making recommendations, and communicating with candidates and hiring managers.
Experience preparing HR records such as offer letters, compensation changes, verifications, and offboarding documents, with strong attention to data accuracy.
Sound judgment and discretion when handling confidential information, including knowing when to involve the Director of HR.
Comfort using a Mac and Google Workspace, including Docs, Sheets, Slides, and Forms, and ability to learn tools such as Trello, Zoom, Absorb, and JazzHR.
Strong listening, writing, communication, and customer-service skills; ability to remain calm when unexpected issues arise.
Strong organization and prioritization skills, with the ability to manage competing priorities and keep projects on track.
Willingness to accept feedback and identify and address process gaps tactfully.
Understanding of and appreciation for Abacus's Core Values.

Nice To Haves

Project management experience.
Experience at a Registered Investment Advisor (RIA).

Responsibilities

Manage the full hiring cycle with hiring managers, including defining role needs, screening applications, scheduling interviews, coordinating background checks, and communicating with candidates and stakeholders through offer acceptance.
Maintain clear, current, and efficient recruitment and hiring workflows, and make hiring recommendations to the Director and hiring managers.
Manage onboarding and new hire orientation, ensuring employees have the tools, access, and information needed to start work.
Manage offboarding from resignation correspondence through final documentation.
Schedule and track training courses and manage the company Training Calendar.
Support performance management and development cycles by tracking timelines, preparing materials, and following up on next steps.
Prepare and process HR documentation, including compensation changes, organizational chart updates, employment verifications, and leave communications and administration.
Maintain accurate and confidential HR records, keep the employee handbook current, and respond to benefits questions.
Coordinate HR projects, including process improvement, employee surveys, and organizational change management support.
Create and contribute to internal slide decks.
Manage HR compliance training, including scheduling sessions, tracking completion, and following up with employees.
Track compliance deadlines and requirements and stay informed about legal updates.
Manage the Abaversary Program and ensure employee work anniversaries are recognized.
Serve as a trusted HR contact by responding promptly to employee requests, listening carefully, communicating clearly, and handling sensitive matters confidentially and with care.