HR Coordinator

Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Summary The Human Resource Coordinator aids with and facilitates the human resource processes at all business locations. This role provides administrative support to the human resource function as needed, including onboarding and offboarding processes, record-keeping, file maintenance and HRIS entry. Duties/Responsibilities: Performs customer service functions by answering employee requests and questions. Completes Forms I-9, verifies I-9 documentation and maintains I-9 files. Assists with the onboarding and offboarding process. Schedules meetings as requested. Files documents into appropriate employee files. Assists or prepares correspondence as requested. Performs other related duties as assigned. Required Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Working understanding of human resource principles, practices and procedures. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software. Education and Experience: Bachelor's degree in human resources or related field and/or equivalent experience. At least two years related experience required. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. What We Offer: Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire and You... Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer. 2592009 Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Summary The Human Resource Coordinator aids with and facilitates the human resource processes at all business locations. This role provides administrative support to the human resource function as needed, including onboarding and offboarding processes, record-keeping, file maintenance and HRIS entry. Duties/Responsibilities: Performs customer service functions by answering employee requests and questions. Completes Forms I-9, verifies I-9 documentation and maintains I-9 files. Assists with the onboarding and offboarding process. Schedules meetings as requested. Files documents into appropriate employee files. Assists or prepares correspondence as requested. Performs other related duties as assigned. Required Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Working understanding of human resource principles, practices and procedures. Excellent time management skills with a proven ability to meet deadlines. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software. Education and Experience: Bachelor's degree in human resources or related field and/or equivalent experience. At least two years related experience required. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. What We Offer: Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire and You... Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer.