HR Project Specialist

Company Description

Envision Initiative is a full-service outsourced HR company designed to provide scalable HR expertise, develop professional networking opportunities, empower leadership development, advocate for thriving workplace cultures, and provide strategic recruiting solutions.

Our services are built on five core pillars:

• Outsourced HR Expertise: We handle the complexities of HR compliance, employee relations, and process optimization, so our clients can focus on advancing their missions.
• Mentorship & Networking: We bridge the gap between aspiring HR professionals and seasoned leaders, creating opportunities for collaboration, growth, and connection.
• Leadership Development: Our programs equip leaders with the skills to navigate challenges, inspire teams, and drive organizational success.
• Employee Advocacy & Culture Building: By prioritizing wellness, inclusion, and engagement, we help businesses build thriving, high-performing teams.
• Recruitment Services: We provide tailored recruiting solutions that ensure every hire strengthens your team’s success.

Our work culture is unique in that the founders (Molly and Nancy) love new ideas and suggestions, value our team beyond belief, and share a work ethic that goes way beyond average. We are dedicated to bringing Envision to the next level (at any level where we land) and in addition to our clients, our team is #1 in the hierarchy of priorities.

Summary/Objective

The Project Specialist is a key member of our client service team, responsible for supporting backend operations, managing client communications, and ensuring follow-through on deliverables. This role supports 3–4 client accounts, with training and mentorship from Envision’s HR Strategists. A successful Project Specialist will gradually take on more direct ownership of workstreams and client relationships.

Examples of projects that the Project Specialist with assist with include:

• Preparation of HR standard operating procedures, employee handbooks, job descriptions, compensation assessments, engagement surveys, performance appraisals, and training materials;
• Assistance with full-cycle recruitment, benefits coordination, and leave of absence/accommodation administration; and
• Support in resolving employee relations issues.

Essential Functions

Client Account Support

• Maintain client records for assigned clients.
• Monitor communications, respond to routine inquiries, and escalate strategic or sensitive issues.
• Coordinate project logistics and maintain project plans (e.g. scope, timeline, milestones, and resources needed).
• Draft client-facing documents and deliverables under HR Strategist supervision.
• Schedule and prepare for client meetings, including drafting agendas, compiling materials, and distributing follow-up notes and action items.
• Track deliverables, deadlines, and open action items across all assigned client accounts, proactively following up to ensure timely completion.
• Prepare and update client-facing status reports, summaries, and presentation materials.
• Monitor client account health, identify opportunities to improve satisfaction, and flag potential concerns or scope changes to HR Strategists.

Internal Projects

• Support internal team activities and shared resource organization (e.g. team meetings, workshops, and Google Drive file management) as time allows.

Communication & Coordination

• Assist in creating and proofreading communications such as emails, newsletters, and announcements, maintaining consistency in tone, branding, and professionalism.

Competencies

• Communication – verbal and written
• Detail oriented
• Customer service
• Multi-tasking
• Organization skills
• Creativity

Working Environment

• 40 hours per week, Monday through Friday
• In office

Travel

• Occasional local travel within Monterey County is required when client visits are needed or when attending community events

Required Education & Experience

• A minimum of 1 year of HR experience
• Familiarity with federal and state employment laws
• Strong written and verbal communication skills
• Proven ability to prioritize, manage shifting deadlines, and stay organized
• High attention to detail with the ability to proof own work
• Experience using project management or CRM tools
• Experience using at least one payroll platform or HRIS (e.g. Paylocity, BambooHR, Paycor)
• Proficiency in Google Suite and Microsoft Office

Preferred Education & Experience

• Exposure to multiple HR areas (e.g., onboarding, benefits, policies, compliance)
• College degree in HR, Business, Communications, or related field
• HRCI and/or SHRM certification
• Bilingual in English/Spanish

Benefits

• Paid holidays
• Vacation
• Professional education reimbursement

Affirmative Action/EEO Statement

We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. We make hiring decisions based solely on qualifications, merit, and business needs at the time.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Type: Full-time

Pay: $22.00 - $26.00 per hour

Benefits:

• Paid time off
• Professional development assistance

People with a criminal record are encouraged to apply

Work Location: In person