HR Generalist & Client Services

Location: Tiell Financial Group Schedule: Full-Time, Monday--Friday (40 hours/week)

About Us

Tiell Financial is a growing independent wealth management and insurance firm focused on helping clients make confident financial decisions while delivering an exceptional client experience. Our team values collaboration, professionalism, and continuous improvement, and we're expanding.

We're looking for an HR Generalist to help support our people, strengthen internal processes, and contribute to a positive and high-performing workplace.

Position Overview

This role plays a key part in supporting employee experience, HR processes, and day to day team operations. In the near term, this position will also assist with select client service functions, with the opportunity to evolve into a more dedicated HR-focused role as the firm continues to grow.

This is a great opportunity for someone who enjoys working with people, building processes, and being part of a growing organization.

Key Responsibilities

Human Resources & People Operations

Manage employee review processes, including annual reviews and quarterly check-ins

Support goal setting and track employee progress

Coordinate training, professional development, and team education initiatives

Assist leadership with career development and growth planning

Maintain and update HR policies and employee handbook

Track PTO and maintain accurate employee records

Coordinate payroll submissions and benefits administration (including 401(k))

Serve as a resource for employee questions and internal matters

Team & Office Operations

Support workflow coordination and team productivity

Assist leadership with team planning and task management

Help maintain an organized, efficient office environment

Client Service Support

Assist with account processing (withdrawals, deposits, reallocations)

Support account maintenance and documentation updates

Help advisors deliver a high-quality client experience

Qualifications

Bachelor's degree preferred

5+ years of experience in HR, office operations, or related role preferred

Strong organizational and time management skills

Excellent communication and interpersonal abilities

Ability to manage multiple priorities with attention to detail

High level of discretion with confidential information

Professional, collaborative mindset

Familiarity with payroll, HR policies, or retirement plan administration

Compensation & Benefits

Competitive salary (based on experience)

Paid Time Off starting at 3 weeks

10 paid holidays (including one floating holiday)

Life and disability insurance

Full-time, consistent Monday--Friday schedule

401(k) plan with company match

Profit Sharing

Flexible scheduling for appointments and personal needs, with ability to make up time as needed

Why Join Tiell Financial Group?

Collaborative, team-oriented culture

Opportunity to help shape HR processes in a growing firm

Exposure to both people operations and financial services

Long-term growth and career development opportunities

How To Apply?

Email cover letter/resume to: sarah@tiellfinancial.com

Mail: PO Box 317 Bascom, OH 44809

Tiell Financial Group

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HR Generalist and Client Services