Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
We are seeking an ambitious and forward-thinking Human Resources Associate to serve as the operational backbone of our HR function while developing into broader strategic responsibilities.
This is a professional-track, exempt role designed for an early-career HR professional who excels at administrative excellence and has strong potential and desire to learn the full spectrum of human resources — from daily operations to firmwide initiatives.
Reporting to the Head of HR, this person will ensure flawless execution of core HR operations while gaining progressive exposure to talent management, culture initiatives, technology, analytics, and firm operations. As competency grows, you will have opportunities to lead projects, contribute to innovation, and develop as a future HR leader within the firm.
Responsibilities include:
HR Administration
- Serve as the primary point of contact for HR inquiries, providing guidance and escalating when appropriate
- Maintain accuracy and integrity of employee records and data in the HRIS (Rippling preferred)
- Enter and manage all employee lifecycle changes in HRIS
- Draft and manage HR correspondence and communications
- Coordinate internal announcements and related gifts (engagement, wedding, baby, etc.)
- Generate and analyze standard HR reports for leadership
- Act as backup payroll processor
- Partner with IT and Finance as needed
Onboarding Administration
- Oversee onboarding and offboarding processes, ensuring a positive employee experience
- Draft and manage onboarding including calendar coordination
- Work with IT to ensure that equipment is shipped out and tracked
- Coordinate new hire gifts
Recruiting Support (in coordination with the Recruiting Specialist)
- Assist with recruiting logistics, including interview scheduling and candidate experience coordination
- Schedule interviews and coordinate availability with hiring teams
- Help organize and track recruitment metrics and reports
General Support
- Support the performance review and compensation processes
- Coordinate employee training sessions, engagement activities, and HR meetings
- Other duties as assigned
Strategic Growth Opportunities:
As you demonstrate proficiency in core operations and readiness for expanded responsibilities, you will have opportunities to grow into:
- Managing firmwide mentoring programs, including participant matching, outcome tracking, and continuous improvement of program design
- Developing and implementing HR process improvements, leveraging technology and AI-driven tools to increase efficiency and enhance employee experience
- Participating in HR analytics and reporting, transforming data into insights to inform people strategy decisions
- Assisting in benefits analysis and annual renewal processes, helping assess competitiveness and alignment with employee needs
- Supporting the Head of HR in disciplinary investigations and documentation, ensuring fairness, consistency, and compliance with company policy
- Representing Ballentine Partners at HR conferences and professional groups, bringing back best practices and innovative ideas to strengthen our programs
- Partnering with the Head of HR on employee engagement, performance, DEIB, community engagement, and culture initiatives; recommending improvements and managing aspects of implementation
- Collaborating on learning and development initiatives, assisting in needs assessment, design, and evaluation of programs
- Managing special projects that align with HR innovation and the firm's long-term talent strategy
The right candidate will be someone who has the following skills:
- At least 1 year of HR or people operations experience, internship or co-op experience in a professional service or fast-paced corporate setting a plus
- Working knowledge of and experience with Rippling or other similar HRIS programs preferred
- Demonstrated interest in a long-term HR career, with aspirations toward HR generalist or HR leadership roles
- Strong communication and interpersonal skills with the ability to build trust and rapport
- Detail-oriented with a commitment to maintaining high-quality, error-free work
- Excellent organization and follow-through; able to manage multiple priorities with minimal supervision
- Analytical and system-oriented mindset; comfortable using data and technology to drive insight
- Proactive, resourceful, and intellectually curious
- Maintains high discretion and confidentiality in handling sensitive HR data
- Strong working knowledge of Microsoft Office Suite
- Positive and collegial attitude
- Ability to work both independently and in a team structure with a diverse group of people
- Eager to learn and open to feedback with a continuous improvement mindset
- Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary rate basis for this role is between $60,000 and $80,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
Top Skills
What We Do
As an independent multi-family office, Ballentine Partners’ mission is to help
families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome.
Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.
We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
