Human Resources Generalist

Abacus Wealth Partners•Santa Monica, CA

12d•Remote

About The Position

Abacus is hiring a remote, U.S.-based Human Resources Generalist to keep HR processes and workflows smooth, efficient, and continually improving. The role supports department and company-wide initiatives with a strong customer-service approach, attention to detail, collaboration, initiative, and care for company culture and the employment experience. The HR Generalist owns recruiting and hiring coordination; onboarding, orientation, and offboarding; HR documentation and administration; compliance training and deadline tracking; the employee work-anniversary program; and responsive, confidential employee relations support. The role also supports performance management and development cycles, training coordination, benefits questions, employee surveys, process improvements, organizational change, and internal communications materials. Abacus is a 100% employee-owned, B Corp-certified financial planning firm. It describes its workplace as offering flexible schedules, generous family leave, and autonomy to work from wherever employees are. The firm is committed to fair and inclusive hiring, structured interviews, clear evaluation criteria, diverse interview panels, and accommodations for applicants.

Requirements

3–5 years in a full-time, HR-specific role, including experience working as part of a remote or distributed team.
Hands-on experience owning the hiring process from start to finish, including posting roles, screening applicants, scheduling interviews, making recommendations, and keeping candidates and hiring managers informed.
Experience preparing HR records such as offer letters, compensation changes, verifications, and offboarding documents, with strong attention to data accuracy.
Sound judgment when handling confidential information, including knowing which matters to handle independently and which to involve the Director of HR in.
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 challenges arise.
Ability to manage competing priorities, keep projects on task, welcome feedback, and identify and improve process gaps.
Understanding and appreciation of Abacus’s Core Values.

Nice To Haves

PHR® or SHRM-CP® certification is strongly preferred.
Project management experience.
Experience at a Registered Investment Advisor (RIA).

Responsibilities

Own the full hiring cycle, partnering with hiring managers to define role needs, screen applications, schedule interviews, coordinate background checks, and keep candidates and colleagues informed through offer acceptance.
Maintain clear, current, and efficient recruitment and hiring process flows, and make hiring recommendations to the Director and hiring managers.
Own onboarding and new-hire orientation, ensuring new employees have the tools, access, and information needed to begin 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, confidential, and timely records.
Keep the employee handbook current and address benefits questions.
Coordinate HR projects, including process improvement, employee surveys, and organizational change management support.
Create internal slide decks and other internal materials.
Own HR compliance training by scheduling sessions, tracking completion, and following up with employees.
Track compliance deadlines and requirements and stay current on legal updates.
Own the Abaversary Program and ensure employees’ work anniversaries are recognized and celebrated.
Serve as a trusted HR contact by responding promptly to employee requests, listening carefully, communicating clearly, and handling sensitive matters with confidentiality and care.