Human Resources Associate - Union, United States - Bartlett Wealth Management

Description

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 80 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what's right, always.

The Human Resources Associate provides administrative support as part of the Human Resources team by assisting with day-to-day human resources operations; handling a variety of functions and duties.

Requirements

Position Responsibilities:

Internal Client Service

• Serves as a proficient resource, assisting employees and managers by providing basic interpretation of HR policies, procedures, and benefits.
• Maintains a high level of confidentiality due to exposure and availability of sensitive information.
• Performs internal client service by answering and researching employee requests and questions, as applicable.
• Assists with communicating HR information, announcements, and updates.

• Processes semi-monthly payroll for exempt and non-exempt personnel in a multi-state environment.
• Partners with HR Manager to ensure all payroll transactions are authorized and in compliance with company policies and procedures.
• Researches earnings inquiries and discrepancies.
• Communicates payroll information to employees and distribute required notices.
• Reconciles quarterly tax reports and wage & tax registers.
• Partners with HR Manager to manage and comply with local, state, and federal government requirements and taxes.
• Generates semi-monthly payroll files and reports.
• Ensures accurate W2 data and manage distribution.

• Assists with the administration of health and welfare plans, including enrollments, changes and terminations. Processes required documents through payroll and insurance providers to ensure accurate record-keeping and proper deductions.
• Reconciles benefits statements and invoices. Processes monthly billings from plan providers, reviewing for accuracy and approving for payment. Researches and resolves discrepancies with input from the HR Manager.
• Conducts audits of payroll, benefits and other HR programs and recommends corrective action.
• Assists with benefits reporting requirements (ACA, ERISA, etc.).
• Assists with the preparation of required and supporting documentation for worker's federal and state agency claims (unemployment, worker's compensation), insurance claims and employment related litigation.

• Assists with the talent acquisition and recruitment process by coordinating job postings, scheduling interviews, performing reference and background checks, tracking status of candidates in applicant tracking system and responding to inquiries with follow-up letters/emails during the process and at the end of the process as directed by Director of HR and HR Manager.
• Prepares new hire paperwork and assists with new hire onboarding.

• Performs data entry and updates in the HRIS/Payroll system; maintaining documentation, verifying accuracy of data, investigating discrepancies, and making necessary corrections.
• Maintains personnel files (paper and electronic) in compliance with legal requirements. Processes changes in a timely fashion so employee records are up to date.
• Performs routine duties such as preparation of correspondence, filing, copying, faxing, document scanning, etc.
• Assists with maintaining the employee handbook and HR policies/procedures with updated resolutions and other pertinent information and participates in developing and updating HR best practices, policies, and procedures.

• Responds to outside reference checks and verifications of employment for current and former employees.
• Assists with the preparation of quarterly check-ins and the performance review process for new hires.
• Assists with various HR research and specials projects.
• Assists with conducting exit and stay interviews.
• Back up to HR Manager and Director, HR on certain internal and external committees, including Wellness, Culture, Bartlett Rocks, etc.
• Assists with planning and coordinating company special events and meetings (MC small group meetings, employee meetings, etc.).
• Coordinates company's annual United Way and ArtsWave campaigns.
• Coordinates company's service award program and employee recognition/acknowledgement programs, including Employee Excellence awards, milestone anniversaries, retirements, and purchases for special life events (births, marriage, deaths, etc.)
• Keeps abreast of changes in the HR field through relevant continuing education, seminars, publications, etc., and recommends changes to policies and practices in response to regulatory changes and changes due to advancements in the field of HR.
• Serves as member of the backup switchboard group.
• Performs other duties as assigned.

• High school diploma. Bachelor's degree in Human Resources or related field is preferred.
• 1 - 3 years of relevant human resources or similar work experience.
• Payroll experience is preferred. ADP Workforce Now experience is a plus.
• Proficient computer skills, specifically with Microsoft Office applications, including Outlook, Word, Excel and PowerPoint; experience with HRIS and payroll systems preferred.

• Broad knowledge of human resources with a willingness to learn and grow.
• Strong attention to detail.
• General knowledge of benefits and tax regulations related to payroll.
• General knowledge of labor and employment laws.
• Strong organizational skills with the ability to handle multiple tasks, prioritize workload, and produce timely, accurate results in a busy environment.
• Ability to handle sensitive and confidential situations and documentation.
• Strong interpersonal skills, including the ability to be consistently diplomatic, tactful, and professional, and to interact effectively with all levels of staff and management.
• Ability to be respectful and approachable while building strong working relationships and maintaining a positive work environment.
• Ability to exercise sound judgment and know when to seek guidance.
• Ability to remain calm while working under pressure.
• Ability to maintain a high level of confidentiality and discretion with sensitive employee, owner, and company information.
• Efficient in English grammar, vocabulary, spelling, and punctuation - oral and written.
• General math skills.
• Collaborative spirit and ability to work with and through others.
• Ability to operate independently, to initiate tasks and follow up with minimal direction.

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• A hybrid work schedule.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.