Human Resources Generalist | Wealth Management

Valid8 Financial, Inc.; Bellevue (WA); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development opportunities

Job summary

Valid8 Financial, Inc. is looking for an experienced HR Generalist to manage day-to-day HR operations in Bellevue, Washington. This role will support payroll, recruiting, onboarding, and employee administration, ensuring an effective operational environment.

The ideal candidate should possess 3-7 years of HR experience, strong organizational skills, and a Bachelor’s degree in HR or Business. A hybrid work model is offered with regular in-office collaboration.

Qualifications

• 3–7+ years of HR generalist experience.
• Professional judgment and discretion in handling sensitive information.
• Experience supporting payroll and HR processes.

Responsibilities

• Support payroll, benefits administration, and employee HR processes.
• Coordinate onboarding and offboarding processes.
• Manage HR documentation and compliance processes.

Skills

Strong organizational skills

Attention to detail

Interpersonal and communication skills

Problem-solving abilities

Education

Bachelor’s degree in Human Resources or Business Administration

Job description

Threadline Wealth is an independent SEC‑registered investment adviser serving high‑net‑worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long‑term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

Role Summary

We are seeking an experienced and highly organized HR Generalist to support the day‑to‑day HR operations of a growing professional services firm. This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO.

The ideal candidate is adaptable, resourceful, and execution‑oriented, with the ability to manage shifting priorities and support a consistent, professional employee experience within a fast‑paced and evolving organization. Professional services experience preferred.

This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in‑office collaboration expected approximately 1‑2 days per week. Remote work flexibility is supported, with occasional travel for team meetings and visits to other firm locations across the West Coast. This position is classified as exempt under applicable wage and hour laws.

Core Responsibilities

HR Operations & Employee Support

• Serve as the internal liaison with the firm’s PEO partner
• Support payroll, benefits administration, leave coordination, and employee HR processes
• Maintain accurate employee records, HR documentation, and HR systems administration
• Respond to routine employee and manager HR‑related questions
• Exercise sound judgment in supporting employee administration, HR processes, and operational matters

Employee Lifecycle Management

• Coordinate onboarding and offboarding processes, workflows, documentation, and employee communications
• Support employee relations matters and help maintain a professional employee experience
• Assist with HR policies, procedures, and process administration
• Coordinate job postings, candidate communications, interview scheduling, and offer processes
• Partner with hiring managers to coordinate and help drive the recruiting and hiring process from posting through onboarding
• Support training, performance management, and employee development initiatives over time

Compliance & Reporting

• Support HR policies, procedures, compliance processes, and documentation requirements in partnership with the PEO
• Coordinate HR reporting, tracking, and administrative requirements
• Assist with audits, process improvements, and development of scalable HR operations

Qualifications

• 3–7+ years of HR generalist, HR operations, or HR administration experience
• Bachelor’s degree in Human Resources, Business Administration, or a related field preferred
• Experience supporting payroll, onboarding, recruiting, employee administration, and HR processes
• Experience working within or alongside a PEO‑supported environment preferred
• Professional judgment and ability to handle sensitive information with discretion
• Ability to work effectively with leadership and cross‑functional teams
• Professional services experience (RIA, accounting, consulting, legal, or similar) preferred
• Experience supporting a growing organization preferred
• SHRM‑CP, PHR, or similar certification is a plus but not required.

Key Skills & Attributes

• Strong organizational skills, attention to detail, and follow‑through
• Ability to manage multiple priorities in a fast‑paced environment
• Strong interpersonal and communication skills
• Sound judgment, professionalism, and a high level of discretion and confidentiality
• Solutions‑oriented with strong problem‑solving abilities
• Knowledge of HR processes and general employment practices
• Comfortable navigating ambiguity and helping build structure and scalable processes
• Collaborative, responsive, and willing to support the business where needed

Compensation and Benefits

• Base Salary : $85,000–$105,000, commensurate with experience. Additional discretionary bonus compensation may be available based on individual and firm performance.
• Benefits : Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.

Disclaimer:

Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job‑related duties as assigned.

Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.