A small, well-established financial advisory firm looking for a hands-on HR Office Manager to join their in-office team. This role combines HR leadership with general office and team support. You'll report to the lead advisor and serve as a key connector across the team ensuring smooth operations, fair policies, and a strong, supported culture.
Client Details
A boutique, client-focused financial services firm. You'll work closely with a supportive leadership team that values fairness, open communication, and sustainable growth. If you're someone who can balance empathy with efficiency, and you enjoy improving systems and supporting people, we'd love to hear from you.
Description
Lead HR operations including quarterly check-ins, annual reviews, and California compliance (hourly vs. salaried, sick leave, etc.).
Coordinate with third-party payroll and external health benefits broker.
Support hiring processes and employee relations issues as needed.
Help manage team workflows, identify capacity issues, and support delegation.
Provide up to 20 hours/week of office or admin support (e.g., paperwork, paraplanning, account opening).
Foster a calm, collaborative work environment and help team members grow in roles that fit their strengths.
Profile
Formal HR training or certification (e.g., PHR, SHRM-CP)
8+ years of experience, including at least 1 year managing or leading a team
Knowledge of California employment law and HR best practices
Emotionally intelligent, calm under pressure, and proactive in solving problems
Comfortable wearing multiple hats in a small business environment
Job Offer
- Opportunity to lead HR operations at a boutique financial services firm
- Competitive pay of up to $145K with discretionary bonus
- Join a tight-knit office environment onsite in San Carlos, CA
- Healthcare & Benefits
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