Human Resources and Payroll Generalist - hybrid

Performance Trust

Since 1994, we have pioneered revolutionary analytics, education, and decision-making with like-minded teammates and clients to deliver outperformance. We create unimaginable futures together with game-changing insights, advice, world-class execution, and accountability to results.

Headquartered in Chicago, IL, our 370 team members are based in 11 global locations. We are a rapidly expanding broker-dealer, investment bank, investment advisor, and strategic partner for depositories, capital markets issuers and investors, and the full spectrum of institutional market participants. Today, we are the largest full-service private investment bank focused on community depositories. As a 100% employee-owned company, we align together on our core values of Integrity, Accountability, Excellence, Grit, and Love.

About the HR Generalist Role

The Payroll & HR Generalist will receive wide exposure to a variety of HR practice areas, regularly interact with employees, and serve as our HRIS and Payroll administrator. Reporting to the Senior Vice President of HR Operations, the primary responsibilities of the HR Generalist fall into the following categories:

Payroll/Benefits Administration & Recordkeeping

• Administer and process payroll accurately and on time, ensuring compliance with federal, state, and local tax regulations, and maintain detailed records of employee earnings, deductions and tax withholdings.
• Monitor timely payments of federal, FICA, state, local and unemployment payroll taxes and provide support for tax filings.
• Compile reports for and respond to inquiries from government agencies, finance and auditors, as well as verify and prepare W2 and other year-end information.
• Provide day-to-day benefits administration services such as enrollments/changes, termination, COBRA, premium payments, communication to employees and problem resolution.
• Process 401k rollovers, loans, distributions and communication with employees.
• Assist with new employee orientation and onboarding, managing the enrollment processes.
• Collaborate with Finance to reconcile payroll data and support audits
• Manage the organization’s leave administration processes, ensuring accurate and timely processing of leave requests, accruals, and balances in compliance with company policy and applicable laws.

HRIS Administration & Recordkeeping

• Maintain workforce data utilizing the firm’s Paylocity HRIS, ensuring both confidentiality and accuracy.
• Prepare reports as requested by members of the HR departments or PT’s executive team.
• Ensure timely processing of various HR transactions in the Paylocity system: separations, transfers, promotions and base pay changes.
• Serve as a resource to employees and managers, providing basic technical support for the Paylocity platform.
• Create workflows and operating procedures as a means of documenting department processes.
• Conduct periodic audits to ensure data integrity and accuracy.

Other Responsibilities

• Create and maintain employee and human resources records and reports while ensuring compliance with federal and state laws.
• Serve as a point of contact to employees and managers, fielding routine questions about HR practices, policies and procedures and redirecting employees as necessary.
• Process and track employee time off requests.

Complete a variety of one-time projects and initiatives at the direction of the Head of HR or SVP of HR operations.

Requirements

Successful candidates will demonstrate curiosity, high learning agility and initiative. Along with possessing the requisite technical skills, the ability to work effectively in a highly collaborative, team environment is essential in this role. The chosen professional will be interfacing with employees, managers, and senior leaders across the company, sometimes dealing with sensitive matters; discretion and the ability to remain composed in stressful situations is imperative. Candidates must be well-organized and manage their time effectively to perform a wide array of responsibilities, often shifting quickly from one task to another. Candidates will possess a strong passion for learning and have a desire to expand their knowledge of the HR field.

In addition to these attributes, the role of HR Generalist requires the following knowledge, skills and experience:

• Bachelor’s degree required. Professional HR certification (PHR/SPHR) preferred.
• Five or more years of relevant experience, preferably with exposure to multiple functions.
• Knowledge of payroll concepts and processes preferred
• Prior exposure to one or more cloud-based HRIS platforms required; prior experience working with Paylocity preferred
• High degree of comfort with technology; adept at using Microsoft desktop applications, and capable of mastering other technology tools and platforms.
• Excellent organizational and time management skills; able to prioritize and manage multiple deliverables simultaneously
• High learning agility; curious and interested in building knowledge of Performance Trust’s business and of broader HR topics
• Strong interpersonal skills; effective at building relationships across departmental lines
• Commitment to professional growth and development