Administrative Assistant Job at Forum Financial Management in Lombard

Forum Financial Management, LP
WWW.FORUMFINANCIAL.COM

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $8.5 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.

Forum Financial Management, LP is in search of a candidate to join our HR team to play a pivotal role in supporting HR and Finance operations. This role combines administrative and project management duties of both functions.

This individual will be responsible for:

Job Responsibilities

HR Operations and HRIS

• Coordinate meetings and communication with HRIS vendors.
• Support the implementation of the new HRIS system.
• Manage the HR inbox and address employee inquiries.
• Oversee project management related to HRIS and general HR tasks, including GL integration.

Recruiting and Onboarding

• Review resumes and conduct initial phone screenings for candidates.
• Manage job postings on recruiting platforms and schedule interviews.
• Draft offer letters for new hires and promotions.
• Input new hires into the HRIS system and initiate onboarding project plans.
• Order new hire equipment and coordinate with onboarding teams.

Benefits Administration

• Enroll employees in benefits using vendor systems.
• Prepare materials and assist with annual benefits enrollment updates.
• Administer COBRA and manage employee leave processes.

Employee Engagement and Recognition

• Plan and coordinate quarterly culture-building activities.
• Manage employee celebrations, gifts, and condolence communications.
• Maintain and update content on the company intranet.

Payroll Administration

• Process bi-weekly payroll and update deductions and salaries as needed.
• Coordinate with payroll processors for tax updates and resolve tax-related issues.
• Manage the Payroll inbox to address employee concerns.

Financial Operations

• Reconcile company credit card expenses and manage related reporting processes.
• Enter and process A/P entries in the general ledger and handle payments.
• Assist with monthly bank reconciliations and associated journal entries.
• Support recurring GL entries and ensure data accuracy in financial systems.

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

• 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

Education and Experience:

• 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

Why work for Forum Financial Management?
We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as a firm as our advisors are individually.

Benefits- we offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.

401k – we offer a 401k plan that includes an automatic company contribution of 5% of salary.

PTO – employees start with 18 days and then from there on the number of PTO days is based on years of service.

Flexible work schedule -we offer a hybrid working schedule and require our employees to report to the office once a week. (Any day that works best for you).

Professional Development- Forum wants to grow our talent from within and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.

Employee Engagement – employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, monthly office luncheons, and other activities to increase productivity within the company.

Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.
 

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