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Forum Financial Management, LP · 4 weeks ago

HR and Finance Coordinator

Lombard, IL

Full-time, Contract

Onsite

New Grad, Entry Level

0+ years exp

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $9.0 billion in assets under management. They are seeking an HR and Finance Coordinator to support HR and Finance operations through administrative and project management duties.

AdviceFinanceFinancial ServicesRetirementWealth Management

Responsibilities

Oversee project management related to HRIS and general HR tasks, including GL integration

Input new hires into the HRIS system and initiate onboarding project plans

Process bi-weekly payroll

Manage deduction rates and salaries as updated by HR

Coordinate with payroll processors on tax rate updates and registrations

Follow up on and resolve any state payroll tax issues

Manage the Payroll inbox to address employee concerns

Manage Credit Card Expense report and reconciliation process

Enter A/P entries in general ledger and handle payments

Assist with managing the A/P-A/R inbox

Reconcile Receivable Accounts

Assist with monthly bank reconciliations

Work with team to make associated journal entries

Support recurring GL entries and ensure data accuracy in financial systems

Qualification

HRISPayroll processingCredit Card ReconciliationA/PA/R managementMicrosoft OfficeCommunicationOrganization skills

Required

0-2+ years of Human Resources/Payroll and/or Finance experience

Self-Starter

Strong analytics skills

Proficient in Microsoft Office skills

Strong communication skills, both written and verbal

Strong organization skills and attention to detail

Associates and/or bachelor's degree in human resources, Finance, Economics, Accounting, or equivalent experience on a Backoffice team for an RIA or Broker Dealer