HR & Operations Coordinator

About Us

We are a well-established fee-only, financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. We work with tech professionals with equity compensation and creative small business owners.

Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment.

Our team is fully remote and our employees enjoy the freedom to work from anywhere. In addition to the financial planning firm, we have a sister tax firm, so our clients get tremendous value by bringing financial planning, investment management, accounting, and tax preparation all under one roof.

About the Role

Brooklyn Fi is looking to add a HR & Operations Coordinator to our team. This is a remote position that reports to a member of the leadership team.

The primary function of this role is supporting the department leads and partners in the day-to-day running of the business. You’ll get to know the inner workings of business and work directly with the decision-makers. This includes but is not limited to handling HR issues with employees and running review cycles, overseeing (and implementing) employee onboarding and offboarding, overseeing the recruiting and hiring process, supporting the team in utilizing our robust tech stack, and helping liaise with outside service providers (contractors, IT solutions, etc).

You will excel in this role if you can manage competing priorities, have a background in managing people, love problem-solving, and don’t shy away from difficult conversations.

We are a young, fast-growing company that seeks to simplify and innovate wherever we can. We have great systems and processes in place but are looking for someone with experience and a critical eye who can evaluate what’s working and what’s not working and make recommendations to the leadership team.

Key Responsibilities

• Own and execute internal projects and initiatives related to hiring and technology implementation

• Handle general HR functions around payroll, benefits, employee issues, etc

• Handle all logistical aspects of planning annual company retreats and client events (and attending them as well)

• Coordinate with outside accountants on bookkeeping

• Oversee the recruiting process and conduct interviews with candidates

• Onboarding and offboard team members

• Collect and present company metrics to department leaders

• Investigate and resolve technical issues that team members might come across and manage any third party IT providers

• Help manage workflows and automation between teams

• Collaborate with team members and managers in various departments, including Sales and Marketing (SMarketing), Financial Planning, Bookkeeping, and Tax

• Oversee and update BKFi's internal service calendar to ensure seamless coordination and execution of various internal activities

• Collaborate and support team members to ensure seamless task execution, reinforce positive morale, and uphold company values

• Other duties as assigned

Must-haves

• 2+ years experience in a Human Resources role and/or an Operations Role with significant HR exposure at a company of 10-100 employees

• Excellent communication, interpersonal, and organizational skills

• Ability to demonstrate accountability and ownership of work assigned to you

• Experience working on a team, training others, and providing positive/negative feedback

• Proactive team player able to work in a fast-paced environment

• Demonstrate poised excellence and show resilience in the face of challenges

• Familiarity with software and working in a tech-forward, fully remote, paperless environment

• HRIS and Talent Management software experience

• Exhibit mastery of what you can control to be prepared for what you can't control

• Approach challenging work with honesty and openness

• Use mistakes and new challenges as an opportunity to grow and develop rather than a permanent setback

• Realize we go further together; team over 'tude

Nice-to-haves:

• Prior experience working remotely

• Exposure to the financial services industry

• Familiarity with the EOS system

• Experience with LinkedIn Recruiter

Pay & Benefits

• Salary range based on experience: $60,000 - $70,000 base salary

• Quarterly revenue share; expected ~$1,200 per quarter

• Generous time off package including 17 PTO days, 10 holidays, 7 sick days, 2 community service days

• Core Hours: 11am to 4pm Eastern. Employees select an eight-hour work day that overlaps with the Core Hours 

• Summer Fridays: Every Friday off in July. Fridays in June & August are half-days 

• Laptop, dual monitors, and home office accessories are provided in addition to a $500 home office stipend

• Health insurance reimbursement of $400/mo. Dental and vision insurance are fully paid. 

• 401(k) with a 4% employer match that vests immediately .

• Work from anywhere with a secure internet connection and a door you can close.

• 8 weeks of fully paid parental leave, subject to a 6-month tenure 

• Employer-paid Life Insurance

• Employee and client referral programs

• Company credit card for continuing education, home office supplies, travel, etc. 

• Access to Right Capital, a financial planning software platform that helps create comprehensive financial plans.

• Access to NAPFA short and long-term disability coverage, and additional group life coverage.

• Access to an estate plan. 

• Attend our company, in person retreat scheduled for Summer 2025!

Application Process

• To apply, click the link below and provide:

  • Your resume

  • A two-minute Loom video describing why you’re a great fit for this role