HR Specialist

Crewe Advisors LLC; Salt Lake City (UT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Flexible paid time off

10 paid holidays

Job summary

Crewe Advisors LLC, based in Salt Lake City, UT, is seeking a driven HR Specialist to support the Director of Finance and Operations with recruitment, onboarding, offboarding, and benefits administration. This on-site role requires strong attention to detail and effective communication.

The position focuses on coordinating onboarding, maintaining records in BambooHR, and handling benefits with openness to flexible hours as needed by the team.

Qualifications

• Associate's or bachelor's degree or equivalent practical experience.
• 1–3 years of HR experience.
• Familiarity with an HRIS; BambooHR preferred.
• High attention to detail and discretion handling confidential data.
• Strong communication skills and process-driven mindset.
• Exposure to regulated financial services is a plus.

Responsibilities

• Coordinate onboarding and offboarding, I-9 verification, and new-hire filings.
• Manage multiple onboarding activities and trainings concurrently.
• Maintain employee records in BambooHR including documents and policies.
• Drive benefits administration, open enrollment, COBRA, vendor coordination.
• Collaborate with Operations to improve employee experience.
• Serve as a culture champion and uphold company values.
• Maintain confidentiality of employee data and MNPI.
• Support additional HR initiatives as needed.

Skills

HR Experience

Onboarding

Discretion

Communication

Education

Associate/Bachelor's degree

Tools

BambooHR

Job description

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: 8am-5pm
Friday: 8am-2pm

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 activity,coordinating 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:

• Associate's or bachelor's degree, or equivalent practical experience.
• Approximately 1-3 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!