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Philadelphia Estate Planning Council


Human Resources Specialist - RTD Financial

Tuesday, August 29, 2023 11:42 AM | Anonymous

RTD is a growing independent Registered Investment Advisory firm based in Philadelphia. We are seeking a full-time HR professional who will be responsible for overseeing, and will be held accountable for, all aspects of recruiting, supporting, and monitoring talent development. RTD’s team-oriented approach inspires a commitment to providing the highest level of client service with great integrity and honesty. Firm leadership is committed to fostering and preserving a culture of diversity, equity, inclusion, and belonging. People are our most valuable asset. The right person for this role will be instrumental in fostering a cheerful and productive workplace where everyone has an opportunity to realize their potential. Promoting our core values and continuing to shape our positive culture is a vital aspect of this role.

Responsibilities & Activities:

Talent Management and Recruiting

  • Responsible for talent acquisition and recruitment processes
  • Responsible for employee onboarding and terminations
  • Coordinate and monitor staff training, development, and mentorship
  • Ensure 30, 60, 90 day check-ins are completed
  • Responsible for managing upkeep of RTD’s Learning Management System
  • Undertake tasks around performance management
  • Ensure effectiveness of performance management system through proper usage and updates
  • Spearhead and participate in quarterly and annual employee performance reviews
  • Responsible for ensuring we have adequate human capital in advance of anticipated growth
  • Nurture, encourage, and support a thriving team culture

Employee Management

  • Act as main point of contact for employees’ questions on HR-related topics, such as leaves, compensation, and other issues that may arise
  • Take preventative measures to avoid employee issues or conflicts
  • Address and resolve any conflicts effectively and promptly
  • Implement and integrate new perks and benefits on a regular basis
  • Organize team building activities
  • Policies and Compliance
  • Assist in development and implementation of human resource policies
  • Ensure all employee records are up-to-date and confidential
  • Ensure compliance with labor regulations and proper documentation to mitigate risk

Payroll and Benefits

  • Administer employee benefits and leave
  • Act as liaison with external partners, such as insurance vendors and payroll provider
  • Assist bookkeeper with payroll by providing relevant employee information, such as PTO and work schedules
  • Prepare annual compensation and benefits statements
  • General oversight of Worker’s Compensation and unemployment claims

Required Knowledge, Skills & Abilities:
  • Bachelor’s degree in human resource management, business administration, or relevant field
  • Advanced degree, a plus
  • HR certification required; SHRM preferred
  • Proven experience as an HR professional
  • Understanding of human resources policies and procedures
  • Knowledge of employment/labor laws
  • Excellent communication and people skills
  • Aptitude in problem-solving
  • Proficient with Microsoft Office Suite
  • Capable of learning new tools and resources to effectively fulfill the requirements of the role
  • A self-starting team player who can work independently
  • Possess the ability to work under pressure and meet deadlines
  • Passionately live our core values
  • “Inspire to Thrive” through “Unparalleled Fiduciary Advice”

To be employed within the financial services industry, you will be required to pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Salary and Benefits:

Our competitive and comprehensive benefits range from a 401(k) plan to parental leave to early close on Fridays. Highlights include:

  • Competitive base compensation
  • Discretionary merit bonus
  • Partnering for Success (PfS) incentive
  • Client development and retention incentive
  • Technology reimbursement
  • Professional Development Budget
  • Health & dental insurance
  • Long-term disability
  • Health advocate
  • Health savings account
  • Voluntary benefits
  • 401(k) with matching and profit sharing

In order for you to have time for other passions, we offer:

  • Hybrid workdays; flexible hours
  • 3pm close on Fridays
  • Day of service
  • Company paid parental leave
  • Company paid holidays
  • Company paid time-off

To help you learn and grow, we are committed to an education stipend for each employee; RTD University coaching and mentorship program, personal financial guidance, and ownership opportunities.

Join the “RTD Life”

  • Doing what you love
  • With the people you love
  • Making a HUGE difference
  • Always learning and growing
  • Having time for other passions
  • Instructions for applying for this position:

Please submit a resume and cover letter in Word or PDF format to Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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