Human Resources Generalist - Houston, TX

Overview

Position: Human Resources Generalist

Firm: Oak Harvest Financial Group

Location: Houston, TX (Hybrid preferred)

We are seeking a full-time Human Resources Generalist to serve as the internal owner of all HR and benefits functions for our growing organization of approximately 45 employees across remote and in-office teams. Previously, many HR responsibilities were handled through a PEO. As we’ve transitioned away from that model, this role is critical in building, managing, and improving internal HR operations while serving as a trusted resource to leadership and employees alike.

This is a hands-on, high-impact role ideal for someone who enjoys structure, compliance, and people operations and who thrives in a collaborative, entrepreneurial environment.

Core HR Operations

• Serve as the primary point of contact for all HR-related matters
• Manage employee lifecycle processes: onboarding, offboarding, job changes, and documentation
• Maintain employee records, files, and HRIS systems
• Ensure compliance with federal, state, and local employment laws
• Support performance management processes, reviews, and documentation
• Draft, update, and maintain employee handbook and HR policies
• Manage or assist in employee related events, to help promote mission, vision and values

Benefits Administration

• Manage all employee benefit programs including health, dental, vision, life, disability, retirement plans, and ancillary benefits
• Oversee open enrollment, new hire enrollments, qualifying life events, and terminations
• Serve as liaison with benefits brokers, insurance carriers, and vendors
• Educate employees on benefits offerings and support benefit-related questions
• Monitor benefit costs and assist leadership with plan evaluations and renewals

Payroll & Timekeeping Support

• Partner with payroll providers to ensure accurate and timely payroll processing
• Manage PTO tracking, leave administration, and timekeeping policies
• Support audits, reconciliations, and payroll reporting as needed

Compliance & Risk Management

• Manage workers’ compensation, unemployment claims, and related documentation
• Ensure compliance with ACA, COBRA, FMLA, ADA, and other applicable regulations
• Support employment investigations, documentation, and corrective action processes when needed

Recruiting & HR Support

• Support recruiting and hiring logistics including job postings, offer letters, and onboarding coordination
• Partner with leadership on role creation, job descriptions, and compensation benchmarking
• Assist with HR projects, reporting, and process improvements

• 3–7 years of experience in HR, People Operations, or Benefits Administration
• Strong working knowledge of employment law and HR compliance
• Experience managing benefits and HR processes without a PEO or with minimal outside support
• Highly organized with strong attention to detail
• Excellent communication and interpersonal skills
• Comfortable working in a fast-paced, evolving environment

• Experience supporting a hybrid or remote workforce
• HR certification (PHR, SHRM-CP, or similar)
• Experience with HRIS and payroll platforms (ADP, Paychex, Gusto, or similar)
• Experience in financial services, professional services, or growing organizations

Pay & Perks:

• Competitive compensation
• Health insurance with employer contribution
• 401k with match
• PTO and sick leave
• Collaborative leadership team that values clarity, professionalism, and people
• Opportunity to build and shape internal HR processes for a growing organization
• Meaningful impact organization-wide

Full-time, hybrid (Houston, TX preferred)

• Employees feel supported, informed, and confident in HR processes
• Leadership has clear, compliant HR infrastructure and reliable reporting
• Benefits run smoothly with minimal disruption and strong employee understanding
• HR processes are documented, scalable, and aligned with company culture

• Opportunity to build and own HR internally rather than inherit a rigid system
• Collaborative leadership team that values clarity, professionalism, and people
• Meaningful impact across the organization
• Competitive compensation and benefits

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at