Human Resources Assistant

Established San Antonio wealth management firm serving retirees, families, business owners and high-net-worth individuals seeks an experienced Human Resources Assistant . This role provides administrative and operational HR support, including maintaining employee records, managing PTO tracking, handling attendance and leave communications, supporting performance reviews and assisting with employee relations. The position also contributes to a positive, service-driven culture and may support broader client service initiatives. Ideal candidates have a strong HR foundation, maintain strict confidentiality and demonstrate excellent organization, attention to detail and problem-solving skills. A proactive, tech-savvy mindset and commitment to delivering high-quality support to both employees and clients are essential.

Salary - $40,000 - $60,000

Perks

• Health, dental, and vision insurance; group life and LTD insurance.
• 401(k) retirement plan.
• Paid time off and paid holidays.
• Professional development support, including assistance with licensing, designations and continuing education.

Minimum Requirements

• Minimum of 2+ years of experience in Human Resources; experience within wealth management or financial services is a plus.
• High school diploma required.
• Strong follow-through and clear, professional communication skills.
• Excellent writing and editing abilities, including drafting, formatting, proofreading and refining business documents and correspondence.
• Proven time management skills with the ability to prioritize and manage multiple tasks and deadlines in a fast-paced environment with frequent interruptions.
• Exceptional interpersonal skills with the ability to communicate in a professional, tactful and effective manner—both verbally and in writing—especially when handling sensitive or confidential matters.
• Strong analytical and problem-solving abilities, including assessing situations, identifying key factors and recommending practical solutions.
• Ability to work independently with minimal supervision while maintaining high standards of accuracy and accountability.
• Experience with CRM software required; familiarity with Salesforce strongly preferred.
• Experience with industry-specific platforms such as LPL or Schwab preferred.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint and Teams.

Expectations

• Serve as a first point of contact for employee inquiries regarding policies, payroll, performance management and other HR-related topics; escalate more complex matters to appropriate leadership.
• Provide comprehensive administrative support, including preparing correspondence, reports and forms; coordinating meetings; maintaining files and tracking deadlines.
• Assist in handling sensitive and confidential matters such as employee relations issues, terminations, leaves of absence, unemployment claims, employment verifications and organizational changes.
• Accurately perform data entry and maintain documentation within internal systems, ensuring completeness and integrity of records.
• Maintain organized, up-to-date employee files and HR documentation in both electronic and physical formats.
• Monitor and update required employment law postings and ensure compliance with workplace notice requirements.
• Provide administrative and coordination support to leadership on HR-related initiatives and processes.
• Partner with the operations team to support business functions, including client-related paperwork, money movement processes, service request tracking and data management as needed.
• Contribute to a collaborative, service-focused environment by supporting cross-functional needs and special projects.
• Perform additional duties and responsibilities as assigned.

The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test.

Interested candidates should submit their resume, with salary requirements, via our career portal on our website at or contact us directly at Show phone number with any questions.

 

Equal Employment Opportunity Employer M/F/D/V