People Operations Generalist

Key Responsibilities Onboarding & Offboarding:

• Own and coordinate the administrative onboarding process from accepted offer through the employee's first day and initial onboarding period.

• Coordinate with IT, Office Services, hiring managers, and other departments to ensure equipment, system access, workspace, building access, and other resources are ready for new employees.

• Prepare and send new-hire communications, onboarding schedules, welcome information, and required documentation.

• Conduct the HR portion of new-hire orientation and serve as a primary HR point of contact for new employees.

• Coordinate background checks, I-9/E-Verify requirements, new-hire paperwork, and related compliance documentation.

• Coordinate employee separations and offboarding, including communication with IT, Office Services, payroll, and other appropriate departments.

• Coordinate the return or retrieval of laptops, equipment, keys, badges, and other firm property.

• Prepare and maintain termination and employee-change documentation and ensure HR systems and records are updated appropriately.

Benefits & Leaves:

• Provide administrative support to the HR Management with employee benefits and leaves of absence.

• Assist with routine benefits-related tasks, employee communications, documentation, and follow-up as needed.

• Provide backup support during benefit enrollment periods and assist with maintaining accurate benefit records.

• Assist with leave tracking, documentation, and employee communications as directed by the HR Management.

• Develop a general working knowledge of the firm's benefits and leave processes to provide effective backup coverage and support.

Professional Licensing & Compliance:

• Maintain and monitor CPA and other professional license information for applicable employees.

• Track license expiration and renewal dates and communicate renewal requirements to employees.

• Assist partners and other professionals with license renewal and reporting processes as needed.

• Maintain accurate professional license and continuing education information in LC Vista.

• Follow up on outstanding licensing and compliance requirements and maintain appropriate supporting documentation.

• Assist with recurring HR compliance and required training tracking.

Performance Management Support & Employee Programs:

• Assist the HR Management with the administration of the firm's performance management and employee review processes.

• Assist with setting up and launching performance review cycles, surveys, and related workflows within the performance management system as directed by HR Management.

• Help monitor completion of reviews and surveys, send reminders and follow up on outstanding items, and provide administrative support for routine reporting and system maintenance.

• Coordinate the administration of the firm's employee recognition and rewards platform, including monitoring inventory and reordering reward items as needed.

• Respond to routine system notifications and assist employees with basic questions related to the rewards program.

HR Operations:

• Maintain accurate employee information and documentation within HR systems and personnel files.

• Assist with periodic audits of HR records and systems to ensure information is accurate and up to date.

• Respond to routine employee questions regarding HR processes, benefits, policies, and procedures, escalating more complex matters as appropriate.

• Provide backup support for other members of the HR team.

• Identify opportunities to improve and streamline HR processes, checklists, documentation, and employee communications.

• Assist with special HR projects and other duties as assigned.

Required Qualifications & Skills / Abilities: • Three or more years of progressive Human Resources, People Operations, HR Generalist, or similar experience; professional services experience preferred.

• Hands-on experience with employee onboarding and offboarding required; exposure to benefits administration and/or leaves of absence is a plus.

• Bachelor's degree preferred; equivalent relevant experience will be considered.

• Experience with HRIS systems; ADP experience preferred. Experience with LC Vista or professional license/CPE tracking is a plus.

• Working knowledge of California employment practices and leave requirements preferred.

• SHRM-CP, PHR, or similar HR certification is a plus.

• Strong Microsoft Office skills, particularly Outlook, Word, and Excel.

• Excellent organizational skills, attention to detail, and ability to manage multiple deadlines and recurring responsibilities.

• Strong written and verbal communication skills, sound judgment, and ability to exercise discretion and maintain confidentiality.

• Strong customer-service orientation and ability to work effectively with employees at all levels, including partners and senior leadership.