Human Resources Generalist at United Capital Financial Partners
Dallas, TX, US

Job description

SUMMARY: Under general supervision, administers the Company’s day-to-day human resources activities; on boarding, general employment law compliance, benefits and leave administration; payroll support and performs other duties in support of the People & Organization team.



The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.


  • Conducts New Hire On-boarding including verification of I-9 documentation, completes all required employment forms; and reviews benefit enrollment forms.

  • Maintains supply of Benefit Enrollment packets and updates annually during Open Enrollment.

  • Adds, updates and maintains personnel records in HRIS system and hard-copy format.

  • Collects and processes benefit enrollment forms and/or declinations, processes benefits enrollments and mid-year qualifying events.

  • Processes all COBRA-related qualifying events through Third Party Administrator.

  • Reviews and makes recommendations for updating company policies and HR-related procedures; coordinates update of Employee Handbooks.

  • Coordinates leave of absence administration and documentation. Maintains communication with employees, managers and LOA Third Party Administrator.

  • Supports the acquisition onboarding process by enrolling employees in benefits and transitioning employment to United Capital.

  • Provides backup payroll support and works closely with the Payroll Manager to become an SME in the payroll process.

  • Works with managers ensure performance management goals are set and follow-up and ratings are completed in a timely manner.

  • Handles all Worker’s Compensation claims, including scheduling medical appointments at designated clinics, providing affected employees with legally required paperwork; processing 1st Report of Injury forms with carrier, following up with WC clinic, employee and carrier on status of claim.

  • Performs other duties as assigned or required.



Education and Experience:

Bachelor’s Degree in Human Resources, or related field combined with 3 years of HR Generalist Experience, including Benefit administration, leave of absence administration and general employment law compliance, in a multi-state environment OR an equivalent combination of education and experience. Previous experience with HRIS required.


Required Knowledge of:

  • Current federal, state, and local labor law for multiple states, including California;

  • Knowledge of federal and state protected leaves of absence laws;

  • Microsoft Office (Excel and Word) at an intermediate level; Google Apps is highly desired.

  • HR operations within the financial industry is a plus.


Required Skills in:


  • Providing exceptional customer service to field offices, departments, managers, and employees.

  • Effectively prioritizing and maintaining attention to detail within a fast-paced environment.

  • Monitoring and staying up to date regarding multi-state labor laws including but not limited to sick leave, family/medical leave, wage and hour regulations

  • Accurately inputting, updating, and maintaining employee information in the Company’s (HRIS) system.

  • Compiling / extracting data and generating a variety of regular and human resource related reports.

  • Working independently and collaboratively to add value to the P&O Department