Human Resources Coordinator - $55K-$65K base plus bonus

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The HR Coordinator provides essential administrative and operational support to the Human Resources department. The HR Coordinator plays a key role in delivering a consistent, people-first experience for our Trajanites across multiple states.

This role would be fully onsite at our corporate office in Scottsdale AZ.


Duties and responsibilities

• Manage and organize the HR email inbox, triage inquiries, route to the appropriate team member, ensure timely responses, and maintain a structured folder system
• Draft and process employment addendums for merit increases, title changes, and other employment modifications
• Coordinate responses to employment verification requests and unemployment claims in a timely and accurate manner
• Maintain and update HR SharePoint and shared folder structures to ensure organized, accessible, and audit-ready documentation
• Support federal and state workplace poster compliance across all state locations, including updates for regulatory changes and new location setup
• Assist with branded HR document templates, logo updates, and other administrative support materials
• Enter and maintain employee data in iSolved with a high degree of accuracy and timeliness, including new hire setup, status changes, and terminations
• Maintain organized and complete electronic personnel files in accordance with federal and multi-state recordkeeping requirements
• Support iSolved data audits and clean-up to ensure data integrity, compliance, and system accuracy
• Assist with generating HR reports and ad hoc data pulls; support creation of tracking spreadsheets and forms for process documentation
• Support the HR Recruiter with candidate coordination, schedule interviews, communicate with candidates, and manage the applicant tracking workflow
• Post open positions to job boards and internal channels; maintain accurate and current job postings across all platforms
• Coordinate pre-employment background checks, reference checks, and drug screening logistics as directed
• Coordinate the end-to-end new hire onboarding experience, prepare offers, initiate background checks/E-Verify, complete iSolved setup, send welcome communications, and schedule first-day logistics
• Ensure I-9 compliance and employment eligibility verification for all new hires; maintain I-9 records per federal retention requirements
• Coordinate offboarding logistics and paperwork, coordinate final pay with payroll
• Track new hire 30/90/6-Month/1-Year milestones and coordinate check-in reminders
• Distribute employee handbook updates and track acknowledgment completion; maintain comprehensive compliance tracking logs
• Review and approve time-off requests in accordance with company policy and PTO guidelines; escalate exceptions to the HR Director
• Support culture and recognition programs tied to Trajan's T-R-A-J-A-N-I-T-E values
• Contribute to HR special projects, process improvement initiatives, and team communications as assigned

Qualifications

• Bachelor's degree in Human Resources, Business Administration, or related field; or equivalent combination of education and experience
• 1-3 years of HR or administrative experience in a professional office environment
• Strong proficiency with Microsoft Office Suite, particularly Word, Excel, and Outlook
• Exceptional attention to detail and commitment to confidentiality and data accuracy
• Excellent organizational and time management skills; ability to handle a high volume of transactions with competing deadlines
• Warm, professional communication style with a service orientation and genuine care for the employee experience
• Ability to handle sensitive and confidential information with the utmost discretion
• Experience with iSolved or a comparable HRIS platform
• Familiarity with multi-state employment practices and HR compliance requirements
• Experience in financial services, RIA, or professional services environment is preferred
• Comfort working in AI-assisted workflows and a tech-forward HR environment

Benefits

• $55,000 to 65,000 base salary plus bonus
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.
• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!