Talent Acquisition Coordinator for Financial Services

NFP, an Aon company; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

PTO & holidays

401(k) match

Health & wellness programs

Job summary

Wealthspire is seeking a Talent Acquisition Coordinator to welcome candidates and support recruiting for financial advisors, associates, and client service roles. You will coordinate interviews with business leaders, manage the onboarding process from offer to Form I-9, and keep Workday records accurate.

The role requires a Bachelor's degree, 2+ years in recruiting coordination or HR operations, and hands-on Workday plus Microsoft 365.

Qualifications

• Bachelor's degree or equivalent experience in HR, business, or communications.
• 2+ years recruiting coordination or onboarding in professional services (wealth management, accounting, consulting, or law).
• Hands-on Workday experience with requisition, candidate, and onboarding records.
• Proficiency with Microsoft 365, especially Outlook calendars, Excel, and email.
• Prior experience in wealth management, banking, insurance, or another financial services setting.

Responsibilities

• Coordinate interviews with leaders, manage calendars, and resolve conflicts.
• Create offer letters and manage background checks and Form I-9.
• Maintain Workday records and generate onboarding/recruiting reports.
• Handle confidential candidate data with discretion and integrity.

Skills

Client-ready communication

Organization and prioritization

Discretion and integrity

Attention to detail

Relationship building

Initiative and curiosity

Education

Bachelor's degree in HR, Business, Communications, Finance, or related field

Tools

Workday

Microsoft 365 (Outlook, Excel)

Job description

Wealthspire is seeking a Talent Acquisition Coordinator to welcome candidates and support recruiting for financial advisors, associates, and client service roles. You will coordinate interviews with business leaders, manage the onboarding process from offer to Form I-9, and keep Workday records accurate.

The role requires a Bachelor's degree, 2+ years in recruiting coordination or HR operations, and hands-on Workday plus Microsoft 365.