Position: Human Resources Generalist
Firm: Oak Harvest Financial Group
Location: Houston TX (Hybrid preferred)
Overview:
We are seeking a full-time Human Resources Generalist to serve as the internal owner of all HR and benefits functions for our growing organization of approximately 45 employees across remote and in-office teams.
Previously many HR responsibilities were handled through a PEO. As weve transitioned away from that model this role is critical in building managing and improving internal HR operations while serving as a trusted resource to leadership and employees alike.
This is a hands-on high-impact role ideal for someone who enjoys structure compliance and people operations and who thrives in a collaborative entrepreneurial environment.
What youll do:
Core HR Operations
- Serve as the primary point of contact for all HR-related matters
- Manage employee lifecycle processes: onboarding offboarding job changes and documentation
- Maintain employee records files and HRIS systems
- Ensure compliance with federal state and local employment laws
- Support performance management processes reviews and documentation
- Draft update and maintain employee handbook and HR policies
- Manage or assist in employee related events to help promote mission vision and values
Benefits Administration
- Manage all employee benefit programs including health dental vision life disability retirement plans and ancillary benefits
- Oversee open enrollment new hire enrollments qualifying life events and terminations
- Serve as liaison with benefits brokers insurance carriers and vendors
- Educate employees on benefits offerings and support benefit-related questions
- Monitor benefit costs and assist leadership with plan evaluations and renewals
Payroll & Timekeeping Support
- Partner with payroll providers to ensure accurate and timely payroll processing
- Manage PTO tracking leave administration and timekeeping policies
- Support audits reconciliations and payroll reporting as needed
Compliance & Risk Management
- Manage workers compensation unemployment claims and related documentation
- Ensure compliance with ACA COBRA FMLA ADA and other applicable regulations
- Support employment investigations documentation and corrective action processes when needed
Recruiting & HR Support
- Support recruiting and hiring logistics including job postings offer letters and onboarding coordination
- Partner with leadership on role creation job descriptions and compensation benchmarking
- Assist with HR projects reporting and process improvements
What Were Looking For:
37 years of experience in HR People Operations or Benefits Administration
Strong working knowledge of employment law and HR compliance
Experience managing benefits and HR processes without a PEO or with minimal outside support
Highly organized with strong attention to detail
Excellent communication and interpersonal skills
Comfortable working in a fast-paced evolving environment
Bonus Points:
Experience supporting a hybrid or remote workforce
HR certification (PHR SHRM-CP or similar)
Experience with HRIS and payroll platforms (ADP Paychex Gusto or similar)
Experience in financial services professional services or growing organizations
What Youll Get:
Pay & Perks:
- Competitive compensation
- Health insurance with employer contribution
- 401k with match
- PTO and sick leave
- Collaborative leadership team that values clarity professionalism and people
- Opportunity to build and shape internal HR processes for a growing organization
- Meaningful impact organization-wide
Schedule:
Full-time hybrid (Houston TX preferred)
What Success Looks Like in This Role
- Employees feel supported informed and confident in HR processes
- Leadership has clear compliant HR infrastructure and reliable reporting
- Benefits run smoothly with minimal disruption and strong employee understanding
- HR processes are documented scalable and aligned with company culture
Why Join Us
- Opportunity to build and own HR internally rather than inherit a rigid system
- Collaborative leadership team that values clarity professionalism and people
- Meaningful impact across the organization
- Competitive compensation and benefits
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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