STRATOS · 6 hours ago
HR Specialist
Beachwood, OH
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $60K/yr
2+ years expStratos Wealth Partners is a recognized Top Workplace in Cleveland, seeking a knowledgeable and proactive HR Specialist to enhance their HR team. The role involves managing HR responsibilities such as recruitment, employee records management, compliance, and employee relations to support a people-centered HR department.
ConsultingFinancial Services
Responsibilities
Managing job postings, screening qualified candidates, performing phone screenings, coordinating interviews, leading onboarding activities to ensure a smooth new-hire experience, and hosting employee orientation
Maintaining accurate and confidential personnel files, updating HRIS records, and ensuring data integrity across employee documents and benefits information. Working within our HRIS system, Paylocity, to develop workflows and help to continue to build out the platform
Leading daily HR operations, processing payroll, preparing documentation (offer letters, status changes, compliance forms), supporting policy updates, and fielding employee inquiries with professionalism
Helping ensure organizational compliance with labor laws and company policies, supporting audits, and promoting consistent HR practices
Organizing employee training sessions, tracking participation, and supporting ongoing professional development initiatives
Assisting with employee relations matters, documenting conversations, escalating issues appropriately, and contributing to a positive, inclusive work environment
Qualification
Required
Bachelor's degree in human resources or related field
2–3 years of HR experience, preferably in a generalist, coordinator, or multi-functional HR role
Strong organizational and communication skills
Excellent attention to detail
Ability to manage multiple priorities
Discretion with sensitive information
Strong problem-solving skills
Ability to work independently
Proficiency in Microsoft Office
Experience using HRIS or HR databases
Professional, approachable, and able to collaborate well across departments
Comfortable working in a fast-paced environment with evolving HR needs
Preferred
Financial Services industry experience is a plus
Benefits
401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Company
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Emigrant Partners
2020-04-02Corporate Round
Leadership Team
Jeff Concepcion
Founder and CEO
Recent News
2025-10-09
2025-09-29
2025-06-30
Company data provided by crunchbase