Wealthspire
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Senior HR Coordinator
role at
Wealthspire
Company Overview Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
Summary The Senior Human Resource Coordinator aids with and facilitates human resource processes across all business locations. This role provides administrative support to the human resource function, including onboarding and offboarding processes, record-keeping, file maintenance, HRIS entry, and coordination support for the Chief People Officer. This position also assists with calendar management, organizing meetings, and supporting HR-related projects across the organization. The role offers broad exposure to all facets of HR and includes junior‑level chief of staff‑type responsibilities related to project management, prioritization, and cross‑functional coordination.
Key Responsibilities
Schedules meetings, submits expenses, and provides calendar support for the Chief People Officer and HR leadership
Supports project management for HR initiatives and cross‑functional organizational projects
Organizes, tracks, and follows up on HR priorities, action items, and deadlines
Performs customer service functions by answering employee requests and questions
Completes and verifies I‑9 documentation, and maintains I‑9 files
Assists with onboarding and offboarding processes
Assists with the preparation and coordination of the internship program, performance review and goal setting process
Files documents into electronic appropriate employee files
Assists with or prepares correspondence as requested
Performs other related duties, ad hoc projects as assigned
Qualifications
Bachelor’s degree in human resources or related field and/or equivalent experience
At least 3‑4 years of related experience required
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Strong project management and follow‑through capabilities
Working understanding of human resource principles, practices, and procedures
Excellent time‑management skills with a proven ability to meet deadlines
Ability to function well in a high‑paced and at times stressful environment
Proficient with Microsoft Office Suite or related software
Benefits Wealthspire offers a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits.
The base salary range for this position is $60,000 – $72,000. Additional performance‑based incentives may be available.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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Senior HR Coordinator
role at
Wealthspire
Company Overview Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
Summary The Senior Human Resource Coordinator aids with and facilitates human resource processes across all business locations. This role provides administrative support to the human resource function, including onboarding and offboarding processes, record-keeping, file maintenance, HRIS entry, and coordination support for the Chief People Officer. This position also assists with calendar management, organizing meetings, and supporting HR-related projects across the organization. The role offers broad exposure to all facets of HR and includes junior‑level chief of staff‑type responsibilities related to project management, prioritization, and cross‑functional coordination.
Key Responsibilities
Schedules meetings, submits expenses, and provides calendar support for the Chief People Officer and HR leadership
Supports project management for HR initiatives and cross‑functional organizational projects
Organizes, tracks, and follows up on HR priorities, action items, and deadlines
Performs customer service functions by answering employee requests and questions
Completes and verifies I‑9 documentation, and maintains I‑9 files
Assists with onboarding and offboarding processes
Assists with the preparation and coordination of the internship program, performance review and goal setting process
Files documents into electronic appropriate employee files
Assists with or prepares correspondence as requested
Performs other related duties, ad hoc projects as assigned
Qualifications
Bachelor’s degree in human resources or related field and/or equivalent experience
At least 3‑4 years of related experience required
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Strong project management and follow‑through capabilities
Working understanding of human resource principles, practices, and procedures
Excellent time‑management skills with a proven ability to meet deadlines
Ability to function well in a high‑paced and at times stressful environment
Proficient with Microsoft Office Suite or related software
Benefits Wealthspire offers a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits.
The base salary range for this position is $60,000 – $72,000. Additional performance‑based incentives may be available.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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