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HR Generalist

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.


A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!


The HR Coordinator will support the HR department in various administrative and strategic functions, including recruitment, onboarding, employee relations, and benefits administration. This role ensures smooth daily operations within HR, assists in building a positive company culture, and helps maintain compliance with HR policies and procedures.


  • Recruitment Support: Assist in the recruitment process, including posting job openings, screening resumes, scheduling interviews, and coordinating communication with candidates. Maintain applicant tracking systems and ensure all candidate records are up-to-date.
  • Onboarding and Offboarding: Facilitate new hire onboarding, including paperwork, orientation scheduling, and training coordination. Ensure all onboarding documents are completed accurately and entered into the HRIS. Coordinate the offboarding process, including documentation and final payroll coordination.
  • Employee Relations: Support employee engagement initiatives. Help plan and organize company events and activities to promote a positive work environment.
  • Benefits Administration: Assist employees with benefits-related questions and support the open enrollment process. Update employee benefit records and process changes in the HRIS. Liaise with benefits providers to address employee claims and other issues.
  • Data Management and Reporting: Maintain employee records in HRIS with accuracy and confidentiality. Generate HR reports on metrics like turnover, hiring progress, and attendance as needed. Ensure compliance with federal, state, and local employment laws and regulations.
  • HR Projects and Process Improvement: Support HR initiatives and projects, including performance management, training, and development programs. Identify opportunities to streamline HR processes and enhance efficiency within the department. Assist with policy development and implementation.


Qualifications:
  • Bachelor’s degree in Human Resources, Business Administration, or related field.
  • 1-3 years of experience in an HR role, preferably in a coordinator or administrative capacity.
  • Familiarity with HRIS systems and applicant tracking software (ATS).
  • Basic understanding of HR principles, laws, and best practices.
  • Strong organizational and multitasking skills with keen attention to detail.
  • Excellent interpersonal and communication skills, with a focus on providing employee support.
  • Proficiency in Google Suite (drive, slides, docs, mail)


Core Competencies:
  • Communication: Ability to interact professionally and maintain confidentiality.
  • Organization: Skilled in managing multiple tasks and deadlines effectively.
  • Problem-Solving: Able to address and escalate employee issues as appropriate.
  • Attention to Detail: Accurate in record-keeping and data entry.
  • Customer Service Orientation: Focused on supporting employees and promoting a positive work culture.


Why you'll love working here:
  • Competitive Salary.
  • Fully remote, flexible work environment. We do however meet together in person several times a year.
  • Full medical and dental benefits. 
  • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
  • Paid Parental Leave.
  • Company equity managed through Carta.
  • 401k with Match and 100% vesting upon hire.
  • Free estate planning!


$80,000 - $95,000 a year

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Average salary estimate

$87500 / YEARLY (est.)
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$80000K
$95000K

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What You Should Know About HR Generalist, Wealth.com

Join Wealth.com as an HR Generalist and be part of a leading estate planning platform based in Tempe, AZ! At Wealth.com, we’re not just another FinTech company; we deliver innovative estate planning solutions by combining cutting-edge technology and unmatched human expertise. As an HR Generalist, you will play a crucial role in supporting our talented HR team through diverse administrative and strategic functions. From recruitment and onboarding to employee relations, you will ensure our team thrives in an environment that fosters collaboration and innovation. Your responsibilities will include monitoring recruitment processes, coordinating benefits administration, and maintaining accurate employee records in our Human Resource Information System (HRIS). You'll also assist in planning engaging company events that promote a positive work culture, and help maintain compliance with regulatory requirements. We’re proud to be recognized as a Great Place to Work for 2024 and a finalist for Fast Company’s Best Workplaces for Innovators! With a competitive salary, flexible remote working options, and unlimited PTO, Wealth.com is truly a company that values its employees. Ready to help us build a dynamic team? Join us and take your HR career to the next level at Wealth.com!

Frequently Asked Questions (FAQs) for HR Generalist Role at Wealth.com
What are the main responsibilities of an HR Generalist at Wealth.com?

The HR Generalist at Wealth.com is responsible for supporting various HR functions, including recruitment, onboarding, employee relations, and benefits administration. This role involves managing the recruitment process, facilitating the onboarding of new hires, and maintaining employee records in the HRIS, all while contributing to a positive company culture.

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What qualifications are required for the HR Generalist position at Wealth.com?

To qualify for the HR Generalist role at Wealth.com, candidates should have a Bachelor’s degree in Human Resources or a related field, along with 1-3 years of HR experience. Familiarity with HRIS and applicant tracking systems, as well as strong organizational and communication skills, are also essential for success in this position.

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How does the HR Generalist contribute to employee relations at Wealth.com?

At Wealth.com, the HR Generalist plays a vital role in promoting employee engagement by supporting initiatives and organizing events aimed at fostering a positive work environment. They assist in addressing employee concerns and providing support, which helps strengthen the overall company culture.

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What is the importance of compliance in the HR Generalist role at Wealth.com?

Compliance is crucial in the HR Generalist role at Wealth.com as it ensures that the company adheres to federal, state, and local employment laws. The HR Generalist is responsible for maintaining accurate employee records, thus safeguarding the integrity of our HR practices and ensuring that all policies and procedures are followed.

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What benefits can an HR Generalist expect at Wealth.com?

Wealth.com offers a competitive salary, full medical and dental coverage, unlimited PTO, paid parental leave, and company equity managed through Carta. As an HR Generalist, you will also appreciate the flexibility of a fully remote work environment, which underscores our commitment to employee well-being.

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Common Interview Questions for HR Generalist
Can you describe your experience with the recruitment process as an HR Generalist?

In answering this question, highlight specific experiences you've had with recruitment, including posting job openings, screening resumes, and interviewing candidates. Discuss any tools or software you used, such as applicant tracking systems, as well as how you ensure a positive candidate experience.

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How do you handle employee relations issues?

When addressing this question, discuss your approach to conflict resolution, emphasizing communication and empathy. Provide examples of past experiences where you successfully resolved employee grievances or improved employee engagement initiatives to demonstrate your skills.

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What steps do you take during the onboarding process?

Outline the onboarding steps you're most familiar with, such as scheduling orientations, ensuring paperwork completion, and coordinating initial training. Be sure to mention your attention to detail and effort in making new hires feel welcomed and integrated into the company culture.

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What strategies do you use to maintain compliance in HR practices?

Discuss your knowledge of employment laws and how you stay updated on changes. Mention how you maintain accurate records, conduct regular audits, and work with external resources when necessary to ensure compliance across all HR functions.

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Can you give an example of how you improved an HR process?

Share a specific instance where you analyzed an HR process and identified areas for improvement. Discuss the steps you took to implement changes, any challenges you faced, and the overall impact on efficiency and employee satisfaction.

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What software and tools are you proficient in regarding HR operations?

Highlight your experience with HRIS platforms and applicant tracking systems, along with any other relevant tools. Giving examples of how you've used these tools effectively in your past roles adds credibility to your proficiency.

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How do you promote a positive company culture?

Express your understanding of the importance of workplace culture and provide examples of initiatives you've led or participated in to promote a positive environment. These could include team-building activities, quality communication practices, or recognition programs.

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How would you assist an employee with benefits-related questions?

Explain how you would approach this situation by first listening to the employee's concerns, providing accurate information about available benefits, and liaising with benefits providers when necessary to address any issues the employee might have.

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Describe your experience with reporting HR metrics.

Discuss the types of HR metrics you've reported on, such as turnover rates and hiring progress. Mention the tools you used for data analysis and how you utilized this information to inform leadership decisions or improve HR practices.

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What attributes do you believe are most important for an HR Generalist?

Consider mentioning interpersonal skills, organizational abilities, and problem-solving capacities as essential attributes. Justify your answer by drawing on your experiences where these traits contributed to your success in previous roles.

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www.Arete-Wealth.comAreté is a Financial Consulting Firm that partners with Dentists and Physicians in the areas of Comprehensive Financial Planning, Investment Management, Retirement Plan Design, and Practice Development.Areté Partners, LLC is an...

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Full-time, hybrid
DATE POSTED
December 4, 2024

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