• Serves as primary consultant for HR engagements across affiliation models. • Delivers foundational, consultative and execution-oriented HR support to advisors. • Supports execution and expansion of the Strategic Wealth HR pilot. • Contributes to development and refinement of HR service tiers and toolkits. • Collaborates with Consulting Operations to ensure scalable delivery standards. • Conducts discovery sessions to assess workforce structure, HR infrastructure and growth plans. • Advises on talent acquisition strategies, performance management structures, compensation structures, compliance requirements, culture plans and benefit strategies. • Guides advisors through payroll and PEO evaluation decisions. • Executes HR consulting engagements within the Strategic Wealth pilot. • Identifies recurring advisor friction points and recommend delivery improvements. • Mentors Consulting Operations Consultants on HR fundamentals. • Contributes to development of HR consulting collateral, frameworks and advisor-facing resources.

• Provide Human Resources support to a growing Behavioral Health Clinic located in Virginia. • Process a bi-weekly payroll for employees and run semi-monthly contractor payments in Gusto. • Develop and implement HR policies, procedures and best practices. • Onboard and offboard employees and contractors in Gusto and create offer letters and contractor agreements. • Provide employee relations guidance and performance management support to the company owner. • Provide ongoing HR compliance guidance • Update employee handbook and create other documentation and policies as needed.

• The HR Specialist is responsible for supporting the company's human resources functions, including leave of absence processes, benefits administration, payroll, and compliance. • Onboarding Implement and continuously improve onboarding processes to enhance the new hire experience, ensure compliance, and promote integration into company culture. • Coordinate start dates and onboarding logistics with candidates and hiring managers. • Prepare, review, and process all new hire documentation, including I-9s, background checks, transcripts, certifications, and other required paperwork. • Submit and evaluate background check results, identify discrepancies or red flags, and coordinate follow-up actions with department leadership. • Conduct new hire orientation as needed. • Serve as the primary point of contact for employee and management benefits inquiries. • Process benefit enrollments, life events, terminations, and system updates in HRIS and vendor platforms. • Track benefit enrollments, audit deductions, reconcile benefit invoices, and resolve payroll or carrier discrepancies. • Collaborate with benefits vendors to resolve issues and ensure smooth administration. • Support annual open enrollment in coordination with the People & Culture Generalist, including communications, system updates, and vendor coordination. • Monitor employee satisfaction with benefits and recommend improvements. • Ensure compliance with ERISA, ACA, COBRA, HIPAA, and applicable state regulations. • Manage all leave requests including FMLA, ADA, PDL, workers’ compensation, accommodations, and company-sponsored leave programs. • Track leave usage and update records in the timekeeping system. • Maintain accurate and compliant HR records, ensuring data integrity, confidentiality, and audit readiness. • Generate employee data reports and respond to employment verifications and internal inquiries. • Manage employee exit processes, including documentation, final pay coordination, benefits communication, and exit data analysis.

• Start your career in HR and HRIS consulting • Learn quickly, develop your skills, and join a team that values a positive atmosphere • Tailored onboarding program with cross-functional training, mentoring and paired assignments • Assignments involving payroll for large enterprise clients • Work in a collaborative, dynamic and supportive environment