Job Description
Job DescriptionSalary: $25+
JoinCSIGroupAThrivingCareerAwaitsYou!
AboutCSIGroup
CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class.
OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture.
AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset.
These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
Position Overview
The People Operations Associate is a key member of the People Team, supporting the execution of core people processes across the employee lifecycle, including recruiting, onboarding, employee changes, and offboarding. This role plays a hands-on part in delivering a strong candidate and employee experience while ensuring People operations are accurate, compliant, and scalable as CSI Group grows.
This position is ideal for someone early in their People/HR career who is highly organized, detail-oriented, and interested in developing broad exposure across recruiting, People Operations, and employee experience.
Key Responsibilities
Recruiting & Talent Support
- Support full cycle recruiting coordination for open roles across CSI Group.
- Post job openings, manage applicant flow, and maintain candidate records in the ATS/HRIS.
- Coordinate interviews, schedules, and communications with candidates and hiring managers.
- Assist with offer preparation, background checks, and pre-employment processes.
- Help ensure a positive, professional candidate experience from application through onboarding.
People Operations & Employee Lifecycle
- Support all stages of the employee lifecycle including onboarding, job changes, and offboarding.
- Assist with delivering a consistent onboarding experience across all CSI Group entities.
- Maintain accurate employee records and documentation in BambooHR and related systems.
- Prepare employment documents including offer letters, promotions, and job change communications.
HR Systems & Process Support
- Assist with day-to-day administration of People systems including BambooHR, Trainual, and other People tools.
- Help audit employee data to ensure accuracy, compliance, and reporting integrity.
- Support documentation and maintenance of SOPs and People Team workflows.
- Assist with reporting and data requests related to headcount, recruiting activity, turnover, and people metrics.
Payroll, Benefits & Compliance Support
- Support bi-weekly payroll processing in partnership with Finance and external payroll providers.
- Assist with reviewing payroll data including new hires, terminations, compensation changes, bonuses, and deductions.
- Serve as a first point of contact for employee payroll and benefits questions, escalating as needed.
- Support benefits administration tasks including enrollments, changes, and employee communications.
- Assist with open enrollment preparation and employee education.
- Support compliance efforts related to employment laws, audits, and internal controls.
Employee Experience & Culture
- Act as a point of contact for employee questions related to policies, benefits, and People processes.
- Support employee engagement initiatives, recognition programs, and internal communications.
- Help reinforce CSI Groups CAPTAG values through consistent People practices.
- Assist with planning and execution of Town Halls, company events, and People Team initiatives.
Growth & Integration Support
- Support People-related activities tied to acquisitions and new office integrations.
- Partner cross-functionally with Finance, Operations, IT, and Marketing to ensure aligned execution.
- Contribute to continuous improvement initiatives as CSI Group continues to scale.
Qualifications
- Bachelor's degree, preferably in Human Resources or related field.
- 1 plus years of experience in HR, recruiting coordination, People Operations, or a related role.
- Prior experience supporting recruiting, payroll, and benefits administration required.
- Experience working with HR systems; BambooHR experience strongly preferred.
- Strong organizational skills and attention to detail.
- Clear written and verbal communication skills.
- Ability to manage sensitive and confidential information with discretion.
- Proficiency in Microsoft Office (Excel, Word, Outlook).