HR Specialist

Who We Are:

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families business owners and corporate executives. Our team of seasoned professionals work to achieve our clients long-term objectives by addressing all aspects of our clients financial affairs including investment management estate planning tax planning wealth transfers business sale and succession planning.

About the Role:

We are seeking a driven detail-orientedHuman Resources (HR) Specialistto join our team in Salt Lake City UT. This role will support the Director of Finance and Operations with human resources operations including recruitment onboarding/offboarding and benefits administration.

Hours:

This role is on site in our Salt Lake City UT office. Our standard office hours are below. There is a possibility of other required hours based on flexing business needs.

Monday Thursday: 8am5pm
Friday: 8am2pm

Responsibilities:

• Coordinate employee onboarding and offboarding including new-hire paperwork I-9 verification state new-hire registration filings scheduling HRIS administration and system setup in BambooHR.
• Effectively manage periods of high onboarding activitycoordinating multiple training orientation and employee integration processes simultaneously.
• Maintain accurate and up to date employee records in BambooHR including rollout and e-signature tracking of Employment Agreements Employee Handbook Policies & Procedures Emergency Action Plan and Social Media Policy.
• Drive benefits administration: open enrollment logistics COBRA notices and day-to-day vendor coordination.
• Collaborate with the Operations Team to create maintain and improve a positive and feedback driven employee experience.
• Serve as a culture champion by modeling company values building strong relationships and contributing to an inclusive people-first workplace environment.
• Maintain complete confidentiality of employee data and any material nonpublic information (MNPI) encountered incidentally.
• Support additional HR initiatives and responsibilities as assigned to meet evolving business and organizational needs.

Qualifications:

• Associates or bachelors degree or equivalent practical experience.
• Approximately 13 years of HR experience.
• Familiarity with an HRIS platform; BambooHR experience preferred but not required.
• High attention to detail and demonstrated discretion handling confidential personnel data.
• Strong proactive oral and written communication skills.
• Embrace process-driven work with the ability to follow established workflows document procedures and contribute to ongoing process improvements.
• Exposure to a regulated industry (financial services or similar) is a plus but not a requirement.

Benefits:

We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical dental and vision coverage with a generous contribution toward medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!

Required Experience:

Junior IC