Who We Are:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients' long-term objectives by addressing all aspects of our clients' financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning.
About the Role:
We are seeking a driven, detail-oriented Human Resources (HR) Specialist to join our team in Salt Lake City, UT. This role will support the Director of Finance and Operations with human resources operations, including recruitment, onboarding/offboarding, and benefits administration.
Hours:
This role is on site in our Salt Lake City, UT office. Our standard office hours are below. There is a possibility of other required hours based on flexing business needs.
Monday – Thursday: 8am–5pm
Friday: 8am–2pm
Responsibilities:
- Coordinate employee onboarding and offboarding, including new-hire paperwork, I-9 verification, state new-hire registration filings, scheduling, HRIS administration, and system setup in BambooHR.
- Effectively manage periods of high onboarding activity, coordinating multiple training, orientation, and employee integration processes simultaneously.
- Maintain accurate and up to date employee records in BambooHR, including rollout and e-signature tracking of Employment Agreements, Employee Handbook, Policies & Procedures, Emergency Action Plan, and Social Media Policy.
- Drive benefits administration: open enrollment logistics, COBRA notices, and day-to-day vendor coordination.
- Collaborate with the Operations Team to create, maintain and improve a positive and feedback driven employee experience.
- Serve as a culture champion by modeling company values, building strong relationships, and contributing to an inclusive, people-first workplace environment.
- Maintain complete confidentiality of employee data and any material nonpublic information (MNPI) encountered incidentally.
- Support additional HR initiatives and responsibilities as assigned to meet evolving business and organizational needs.
Qualifications:
- Associate's or bachelor's degree, or equivalent practical experience.
- Approximately 1–3 years of HR experience.
- Familiarity with an HRIS platform; BambooHR experience preferred but not required.
- High attention to detail and demonstrated discretion handling confidential personnel data.
- Strong, proactive oral and written communication skills.
- Embrace process-driven work, with the ability to follow established workflows, document procedures, and contribute to ongoing process improvements.
- Exposure to a regulated industry (financial services or similar) is a plus, but not a requirement.
Benefits:
We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical, dental, and vision coverage, with a generous contribution toward medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!
Skills Required
- Associate's or bachelor's degree, or equivalent practical experience
- Approximately 1-3 years of HR experience
- Familiarity with an HRIS platform
- High attention to detail and discretion handling confidential personnel data
- Strong, proactive oral and written communication skills
- Ability to follow established workflows, document procedures, and contribute to process improvements
- BambooHR experience
- Exposure to a regulated industry, such as financial services
What We Do
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
