Human Resources Coordinator Human Resources Coordinator …

Hd Vest Financial Services
in Irving, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Hd Vest Financial Services
in Irving, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Human Resources Coordinator
Human Resources Coordinator Irving/en-US/avantaxwealthmanagement/job/Irving/Human-Resources-Coordinator_R0000584-1/apply

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We began our journey by bringing together two industry-leading firms to form a foundation in tax-smart investing that is unreplaceable in the industry.  TaxAct is an innovative tax software company that helps more than 4 million Americans prepare their own taxes each year.  HD Vest is the first firm in the world to make it possible for tax professionals to support clients wealth management needs (now over $45B for more than 300,000 Americans). 

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality.  Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value.  

Since charting new territory on a daily basis is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you! 

Position Summary:

The Human Resources Coordinator is responsible for providing day-to-day and project-based administrative support to the HRBP team.

Essential Duties and Responsibilities:

Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Assist the HRBPs with day-to-day administrative tasks and responsibilities in support of their client groups
  • Assist HRBP with the employee relations process; creating of standard forms and templates, tracking of formal performance improvement plan write-ups and storage of documentation
  • Employee Life Cycle ensuring 90-day onboarding meetings and exit interviews are scheduled on time; assist with the administrative process associated with involuntary separation process and severance agreements
  • Support administrative needs for the creation and ongoing development and execution of people plans
  • In support of HRBP coaching and consulting, research HR industry best practices and assist in creating materials and tools to support people leaders
  • Partner with HRBP and leaders to create job description drafts
  • Assist HRBPs in the ongoing employee engagement programming
  • Provide administrative support for BU or LOB town halls and special events
  • Assist the HRBPs with other duties as assigned

Education and Experience:

  • 1-2 years relevant human resources experience required
  • High school diploma or equivalent required
  • Bachelors degree preferred, focus of Human Resources Management highly preferred
  • Working in a fast-paced, challenging office environment a plus
  • Proficient in MS Office, specifically Excel, PowerPoint, Adobe
  • Experience utilizing Visio
  • Possesses excellent organization and administrative skills
  • Maintains a professional demeanor to successfully work with all levels of employees, customers, and the public.
  • Excellent communication skills, to include proficiency with clear and grammatically correct written communications
  • High degree of initiative, multi-tasking abilities, customer service, problem-solving skills, and enthusiasm
  • Absolute integrity and ability to handle confidential and sensitive information
  • Demonstrates a commitment to continuous learning and the flexibility to adapt to new or changing situations
  • Willingness to assume additional responsibilities, duties or projects as they arise

Competencies:

KNOWLEDGE

  • Clerical Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology
  • Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
  • English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar

SKILLS

  • Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
  • Reading Comprehension Understanding written sentences and paragraphs in work-related documents
  • Speaking Talking to others to convey information effectively.
  • Social Perceptiveness Being aware of others' reactions and understanding why they react as they do
  • Time Management Managing one's own time and the time of others.

ABILITIES

  • Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Oral Expression The ability to communicate information and ideas in speaking so others will understand
  • Speech Clarity The ability to speak clearly so others can understand you.
  • Written Comprehension The ability to read and understand information and ideas presented in writing
  • Speech Recognition The ability to identify and understand the speech of another person

Physical Demand and Work Effort:

  • Typing, sitting, standing, walking, lifting, reaching.
  • Constant mental, visual and auditory attention. The flow of work requires focused, detailed attention and keying at a computer monitor.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job.
  • Compliance with company attendance standards.
  • FLSA Status: Hourly, Non-Exempt

Blucora, Inc is an equal opportunity employer and does not unlawfully discriminate on the basis of race, sex, age, color, religion, national origin, marital status, sexual orientation, veteran status, disability status or any other basis prohibited by federal, state or local law. Blucora, Inc considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to know basis or as required by law. Please let us know if you need accommodations in order to participate in the application process.  

Posted YesterdayPart timeR0000584

Blucoras mission is to bring value to the consumer through every stage of their life. The companys products and services in tax preparation (TaxAct) and wealth management (HD Vest) are designed to empower consumers and small businesses to improve their financial lives. Taxes are one of lifes largest expenses yet the tax prep industry focuses primarily on once-a-year refunds and the brokerage/wealth management industries ignore taxes because they cannot advise on them. These approaches ignore the greater goals of minimizing taxes, maximizing returns, increasing cash flow, and enabling better long term outcomes.

Blucora leverages tax information to enable people to better achieve their goals, connecting the dots across a persons financial life-cycle and uncovering opportunities that are missed by other firms. This creates the basis of the firms sharp differentiation in the market, and fuels their passion for challenging larger incumbents.

Formerly known as Infospace, Blucora was founded in 1996 and went public (NASDAQ: BCOR) in 1996. Blucoras ecosystem of technology-enabled financial solutions serves 4.8M end customers and 25K+ advisors and tax professionals. Today, with run-rate revenues of over $500 million, the business provides tax and wealth management solutions for small businesses, consumers, and tax professionals in the United States and internationally. The company is a leader in consumer tax preparation and wealth management, which both provide software solutions and strategies with distinct value relative to competitors.

The company is purpose- and values-driven. As the firm looks to enable people to live a tax advantageous life, they have committed to exemplifying their CREDO:

Customer obsessed: We serve all customers with passion

Reliable: We always deliver on our commitments

Ethical: We respect all others and treat people as they want to be treated

Driven: We demand excellence and strive to find a better way

One-Blucora: We will win more together

HD Vest

In its inception in 1983, HD Vest created a new way of providing investment services to clients: through tax professionals who become as skilled at wealth management as they are in tax planning. As a consequence, HD Vest stands alone among its peers in offering tax-smart investing to its clients. These advisors provide comprehensive financial services including securities, insurance, money management services, and banking solutions. HD Vest has over 3,700 independent contractors, who manage Total Client Assets of $45 billion for ~350,000 individuals, families, and small businesses in all 50 states.

HD Vest Financial Services was acquired by Blucora in 2015. HD Vest is ranked as one of the top 15 independent broker-dealer firms in the US. The business has grown 8% year over year with Total Client Assets growing at 9% year over year. The business has remarkable growth opportunities ahead, both organic as well as, potentially, inorganic.

In addition to a consumer advantage around tax-smart investing, HD Vest also has a structural advantage compared to other independent broker dealers in that it does not practice the norm of competing for existing books of business. Instead, HD Vest identifies target wealth management advisors broadly from the 240,000 tax professionals in the US, and more narrowly from the network of 20,000 tax professionals who use its sister company, TaxActs, software. This grow our own approach leads to a significant economic advantage, and drives margins that are materially higher than far-larger Independent Broker Dealers.

Once a promising tax professional is identified, HD Vest helps them get the proper regulatory licenses, trains them on how to manage their clients wealth, and provides the appropriate technology solutions to manage their clients wealth. As noted above, because these advisors are tax professionals, they are uniquely able to provide tax advantaged investing advice, which is not regularly offered by other broker dealers.

TaxAct

TaxAct is HD Vests sister division and was founded in 1998 in Cedar Rapids, Iowa. Blucora purchased TaxAct from majority shareholder TA Associates in 2012.

TaxAct is a software company which provides digital tax preparation solutions for consumers, small-business owners, and tax professionals. During the 2017 calendar year, TaxAct was used by ~5 million consumer e-filers and leveraged for the preparation and filing of an additional 1.8 million returns through the nearly 21,000 tax professionals using the software.

Since the acquisition of TaxAct, revenue of the business has doubled with margins well in excess of 40%. TaxAct has grown revenue at a compounded annual rate of 16% since 2013, including 15% in 2017. TaxAct represents significant beta and upside in Blucoras growth with the implied value being estimated at 12.2 times 2019 EBITDA.

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