Ridgeline Financial Partners is looking to hire a dedicated team member to assist with certain human resources and basic firm metric reporting responsibilities. The role will be working with our current outsourced HR firm (Bambee) to define firm policies and to assist the general partner with annual reviews, handling staff scheduling, and tracking firm policies and procedures. The candidate will also assist our Director of Operations in scheduling firm events, assisting with certain client communications (newsletters, client surveys, important notices, etc.), and maintaining firm workflows. This is a broad role and one that requires experience in time management, planning, and an ability to communicate effectively with other staff and clients of the firm.

Requirements

Willingness to learn new software programs (CRM, financial workflows, Bambee HR)

Benefits

Great team environment, competitive pay, work-life balance, retirement plan with healthy match (6%) and access to ancillary benefits (short and long term disability, vision, dental) at 50% employee cost.