Company Overview
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients’ interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients’ Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues.
About the job
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
The Human Resources Assistant is responsible for supporting various human resources functions, ensuring smooth operations in onboarding, offboarding, data management, and serves as the support person for administrative duties.
Responsibilities:
Create bi-weekly internal newsletter to share internal communications
Organize and track colleague anniversaries, milestones etc. for recognition and publication
Maintain and update the organizational chart to reflect accurate reporting structures
Coordinate new hire gift program and welcome processes for a positive onboarding experience
Support Leave of Absence administration with our 3rd party administrator
Schedule meetings related to new hires, interviews, and other HR functions
Assist in the interviewing process for the Educational Enrichment Program (EEP) and intern candidates
Manage the HR & Careers inboxes to address inquiries
Track and maintain candidate progress throughout the interview process
Handle verification of employment requests, and I-9 verifications in a timely manner
Prepare and distribute new hire itineraries and orientation materials
Complete offer letter preparation forms (OLPF) for new hires
Support the onboarding and offboarding processes for smooth colleague transitions
Assist with the backend management of the AcadaMe platform
Post job openings following state/federal regulations and track applicant data accurately
Provide backup support for the team with administrative functions ensuring smooth daily operations
Maintain SharePoint site for the HR department with up-to-date information
Serves as a back-up for payroll
Assist in ad hoc projects as needed
Required Education, Professional & Technical Experience
Associate’s degree or relevant work experience
0-2 Years of Investment Consulting or Financial Industry Experience
Proficiency in Microsoft Suite
Essential Traits
Thoughtful ability to establish rapport and build relationships.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
Work Environment & Travel Requirements
This role may travel up to 5% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $38,000 – $48,000. 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.
Paid Time Off
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Work Life Convenience Benefits
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody – Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
How to Apply:
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