Human Resources Administrator

Human Resources Administrator

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country.

The Human Resources Administrator provides administrative support to team members and HR functions by performing a variety of complex duties in the areas of administrative support, event planning and coordination, and HR system support. This role communicates effectively with co-workers and supports the broader Team Services group with daily operations and special projects. This role is ideal for someone who sincerely values people, thrives in a fast-paced environment, and brings both heart and precision to their work.

Responsibilities:

• Ensures all employee processes on New Hire and Termination Checklists are completed in a timely manner
• Maintains H.R. filing systems in a neat, orderly, up-to-date manner (electronic filing) to include
• Create and file Personnel Action Forms (PAFs) to appropriate employee file and folder
• File Employee reviews to appropriate employee file and folder
• Responsible for assigning 90-day reviews as part of new hire checklist.
• File Financial Plan updates to appropriate employee file and folder
• Saves forms in the correct file with correct naming convention
• Moves termed employee folders to the terminated file
• Manages scheduling requests quickly, accurately, and efficiently for all manner of HR tasks to include:
• Team Services Meetings
• Event Calendaring
• Other calendaring as needed/requested
• Fulfills verification-of-employment requests
• Provides and fulfills employee care requests for significant life events (ordering flowers, meals, gift cards, etc. for employees)
• Maintains vendor relationship for employment law posters and verifies all locations in compliance
• Filters and routes HR Support Email questions to appropriate team members to address
• Creates expense reports and manages corporate card statement reconciliation for team members as requested
• Maintains and updates annual HR Planning Calendar (All event planning dates for New Hire Orientations, Benefit Orientations, Legacy Summit, The Conclave, Pay data due dates, Budget Planning Cycles, Open Enrollment, Performance Review, Merit Increases, Bonus Payout cycles, etc.)
• Assists with planning and executing office events (Half Day of Prayer, Culture Committee, Internship National Office Visit, Team Services outings, coordination of community volunteer projects, staff meetings, special lunches, etc.)
• Provides support for Team Services training events (Legacy Summit, The Conclave, CSA Connection, Talent Acquisition events, etc.)
• Maintains Blue Trust's Acronyms Document (resource document given to new hires to help them learn the Blue Trust internal language – ex. "ELT = Executive Leadership Team")
• Quickly generates reports from various information tracking systems as needed
• Orders meals for meetings
• Reserves conference rooms for HR team as needed
• May assist with coordinating travel arrangements as needed for Team Services members or in support of other programs such as the Intern National Office Visit
• Anticipates needs and tries to stay "ahead of the curve"
• Creates and administers employee surveys and Survey Monkey account
• Leads the Home Office Culture Committee and supports administrative aspects of Culture Committee work and activities.
• Other duties as assigned

Supply Maintenance:

• Maintains and organizes the Team Services supply closet: checks and replenishes supplies
• Responsible for restocking Team Services specific office/event supplies (copy paper, new employee gifts)
• Compiles, coordinates, and ships new hire packets for new employees and ensures they are received on their first day of employment
• Coordinates and manages special supply orders associated with special 25-year service awards, training events, office events, etc.

Monthly Reporting:

• Maintains and updates organizational charts and directories monthly, and runs other ad hoc reports as needed
• Manages other reporting responsibilities as needed/requested
• Manages bi-annual remote and moonlighting audits

Other:

• Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
• Approaches work, interactions, and relationships in a manner consistent with the Company's Core Values.

Qualifications:

• Desire to serve others with excellence and sincerely values people
• Strong organization skills, systems acumen, and keen attention to detail
• Responsiveness to urgent needs
• Personal integrity and ability to discreetly handle confidential data
• Ability to prioritize and complete multiple time-sensitive tasks
• Strong communication skills, both verbal and written
• Ability to excel in a team environment
• Aptitude and passion for learning
• Demonstrated technology savvy, including experience leveraging HR databases
• Adept at utilizing all Microsoft Office products
• Experience in Visio a plus

Education, Experience & Skills:

• 1-3 years of experience in human resources and/or administrative roles required
• Bachelor's degree required, degree in human resources, business, or a related field a plus

Certifications, Licenses and Registrations:

• Additional education and credentials are a plus, such as a PHR, SPHR, SHRM-CP, or SHRM-SCP

Why Join Blue Trust?

At Blue Trust, you'll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you're ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we'd love to hear from you!