Human Resources Generalist | Wealth Management

Threadline Wealth

$85K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7+ years in HR generalist, operations, or administration roles
  • Bachelor's degree in Human Resources, Business Administration, or similar field preferred
  • Direct experience with payroll, onboarding, and recruiting processes
  • Preferred experience in a PEO-supported environment
  • Strong professional judgment and discretion in handling sensitive information

Responsibilities

  • Serve as the liaison with the firm's PEO partner
  • Support payroll, benefits administration, and HR processes
  • Maintain employee records and HR documentation
  • Coordinate onboarding and offboarding processes
  • Assist with employee relations and HR policy administration
  • Drive recruiting and hiring processes in partnership with managers
  • Support HR compliance and documentation requirements

Benefits

  • Comprehensive health insurance
  • Retirement plan contributions
  • Professional development opportunities
  • Standard firm benefits package
Full Job Description
Role Summary

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.

Visa Sponsorship: Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

Core Responsibilities

HR Operations & Employee Support

  • 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
Employee Lifecycle Management

  • 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
Recruiting & Talent Coordination

  • 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
Compliance & Reporting

  • 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
Qualifications

  • 3-7+ years of HR generalist, HR operations, or HR administration experience
  • Bachelor's degree in Human Resources, Business Administration, or a related field preferred
  • Experience supporting payroll, onboarding, recruiting, employee administration, and HR processes
  • Experience working within or alongside a PEO-supported environment preferred
  • Professional judgment and ability to handle sensitive information with discretion
  • Ability to work effectively with leadership and cross-functional teams
  • 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.
Key Skills & Attributes

  • 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
Compensation and Benefits

  • Base Salary: $85,000-$105,000, commensurate with experience. Additional discretionary bonus compensation may be available based on individual and firm performance.
  • Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.


Disclaimer:

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.

Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.

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