DL
Dalriada Trustees LimitedClient Onboarding Specialist
Client Onboarding Specialist facilitating onboarding for pension clients. Managing scheme documentation and ensuring compliance during client transitions.
About the role
- Post job openings and manage applicant flow in the ATS (Applicant Tracking System) and on job boards
- Meet with hiring managers to define role scope and geographic needs
- Conduct phone screens and review applications for posted roles
- Issue candidate assessments and review results for role fitness
- Assist in preparing and updating job descriptions
- Coordinate in-person and virtual interviews
- Refine ATS usage to better leverage available tools
- Draft offer letters
- Order drug screens and background checks
- Coordinate onboarding logistics for new hires, including booking hotels
- Prepare first week agendas and set training meetings
- Ensure HRIS onboarding tasks get completed timely
- Assist with benefit enrollments in carrier portals
- Conduct regular follow-up calls with new hires to ensure they’re receiving the support and training they need
- Follow new hires through their first year of employment
- Provide general administrative support to the HR department as needed
- Review procedures and propose ideas for efficiency or enhancement
- Help coach employees experiencing performance challenges
- Collaborate with employees to identify what they need to succeed
- Handle sensitive personal matters with discretion and professionalism
- Help support the employee offboarding process when appropriate
Requirements
- Prior experience in recruiting and onboarding
- Experience with assessments such as Predictive Index, DiSC, or OAD is a plus
- Comfortable using and optimizing ATS platforms
- Experience doing virtual interviewing
- Approachable, personable, and able to make others feel comfortable and valued
- Experience using BambooHR preferred
- Experience in the healthcare industry preferred
- PHR, SPHR, SHRM-CP, or SHRM-SCP designation preferred
Benefits
- Hybrid work arrangement
- Professional development opportunities
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