Human Resources Generalist

Abacus Wealth Partners; Santa Monica (CA); Remote; USD 80,000 - 90,000; Full time

Job summary

Abacus Wealth Partners is seeking an HR Generalist to support our remote, distributed team across the United States. You’ll own hiring, onboarding, offboarding, and HR administration, ensuring processes run smoothly with a strong customer-service mindset.

You’ll collaborate with managers, maintain compliance, manage the Training Calendar, and strengthen our culture and employment experience. The role suits someone with 3–5 years of remote HR experience, a PHR or SHRM-CP, and a passion for

Qualifications

• Remote HR experience across a distributed team.
• PHR or SHRM-CP certification strongly preferred.
• Hands-on recruiting from posting roles to interviews and offers.
• HR documentation experience: offer letters, verifications, offboarding docs.
• Discretion and judgment with confidential information.
• Comfortable on a Mac and with Google Workspace and new tools.
• Clear, professional communication with customers and colleagues.
• Organized, improvement-minded and able to manage multiple priorities.
• Values alignment with our Core Values.

Responsibilities

• Own the full hiring cycle: define role needs, screen apps, schedule interviews, background checks, and offers.
• Own recruitment process flows; keep them clear, current, efficient; advise Directors and hiring managers.
• Own onboarding and new-hire orientation; ensure access and tools are ready.
• Own offboarding from resignation to final documentation; ensure smooth departures.
• Schedule and track training and manage Training Calendar.
• Support performance management and development cycles; track timelines and next steps.
• Prepare HR documentation such as changes, verifications, and leave communications.
• Keep the employee handbook current; answer benefits questions.
• Coordinate HR projects and surveys; support organizational change management.
• Enhance internal slide decks with well-placed visuals.
• Own HR compliance training and track deadlines; stay updated on legal changes.
• Recognize work anniversaries through Abaversary program.
• Be a trusted HR contact, handling sensitive matters with confidentiality.

Skills

Remote HR experience

PHR or SHRM-CP

Recruiting

HR documentation

Sound judgment

Tech fluency

People skills

Organized & improvement-minded

Values alignment

Tools

Google Workspace

Trello

Zoom

Absorb

JazzHR

Job description

Remote (U.S.-based) · Full-time · $80,000–$90,000

About Abacus

Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We’re a 100% employee-owned, B Corp-certified RIA built on the belief that how you make money matters as much as how much you make. We work hard here and care deeply - about our clients, about each other, and about building a firm that reflects our values all the way through. We trust our people completely: flexible schedules, generous family leave, and the autonomy to do their best work from wherever they are. If that’s the kind of place you’ve been looking for, you belong with us.

The Role

As our HR Generalist, you’ll ensure HR processes and workflows are smooth and efficient by assessing and identifying opportunities to improve them. With a strong customer service approach and a keen eye for all the details, you’ll support both internal department and company-wide initiatives. The ideal candidate is a strong collaborator, who is internally motivated to initiate action and deeply cares about culture and the employment experience.

What You’ll Do

Recruitment - Candidates and interviewers experience a white-glove hiring process that attracts top talent and positions new employment relationships for a great start.

• Own the full hiring cycle, partnering with hiring managers to define role needs, screening applications, scheduling interviews, coordinating background checks, and keeping everyone informed from first hello to offer accepted.
• Own our recruitment and hiring process flows, keeping them clear, current, and efficient, and make hiring recommendations to the Director and hiring managers.

Onboarding, orientation & offboarding - New hires feel like they belong from day one and departing employees feel respected.

• Own onboarding and new hire orientation, making sure everyone has the tools, access, and information they need to hit the ground running.
• Own offboarding, from resignation correspondence through final documentation, so every departure is handled smoothly and respectfully.
• Schedule and track training courses and manage the company Training Calendar.
• Support performance management and development cycles by tracking timelines, preparing materials, and following up on next steps.

HR administration - HR keeps the people part of the business running while continuously creating efficiencies and improvements.

• Prepare and process HR documentation, including comp changes, org charts updates, employment verifications, and leave communications and administration, keeping every record accurate, confidential, and on time.
• Keep the employee handbook current and address benefits questions.
• Coordinate HR projects, such as process improvement, running employee surveys, and supporting organizational change management.
• Bring your design eye to internal slide decks (a well-placed GIF goes a long way).

HR compliance - Abacus clearly considers and follows applicable employment law compliance in HR practices.

• Own HR compliance training, scheduling sessions, tracking completion, and following up so every employee stays current.
• Track compliance deadlines and requirements so nothing slips.
• Stays on top of legal updates.

Abaversary Program - Every team member feels seen and appreciated for their contributions over time.

• Own our Abaversary Program, making sure every employee’s work anniversary is recognized and celebrated.

Employee relations - Employees trust HR as a responsive, confidential resource and thought partner.

• Be a trusted HR contact, responding to employee requests promptly, listening carefully, communicating clearly, and handling sensitive matters with confidentiality and care.

What You Bring

• Remote HR experience: 3–5 years in a full-time, HR-specific role, including experience working as part of a remote or distributed team.
• Knowledge Base: PHR® or SHRM-CP® certification strongly preferred.
• Hands-on recruiting: You’ve owned the hiring process from start to finish, from posting roles and screening applicants to scheduling interviews, making recommendations, and keeping candidates and hiring managers informed.
• HR documentation: You’ve prepared HR records such as offer letters, comp changes, verifications and offboarding documents, and you keep data accurate down to the last detail.
• Sound judgment: You treat confidential information with discretion and know which issues you can handle yourself and which should involve the Director of HR.
• Tech fluency: Comfortable on a Mac and in Google Workspace (Docs, Sheets, Slides, Forms), and easily pick up new tools like Trello, Zoom, Absorb, and JazzHR.
• People skills & high EQ: You listen deeply, write professional, clear and warm emails, bring a customer-service mindset, and stay calm when curveballs arrive.
• Organized and improvement-minded: You juggle competing priorities without dropping the ball, keep projects on task, welcome feedback, and tactfully call out (and fix) process gaps.
• Values alignment: You understand and appreciate our Core Values.

Icing on the cake (not required, but differentiating)

• Project management experience
• Experience at a Registered Investment Advisor (RIA)

As a certified B Corp, we believe business should be a force for good—starting with our team. We’re committed to fair, inclusive hiring through structured interviews, clear evaluation criteria, and diverse interview panels to reduce bias. We warmly welcome applicants of all backgrounds, identities, and abilities. Let us know if you need accommodation at any step of the process.

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