Human Resource Associate

SUMMARY

The Human Resource Associate at Old North State Trust supports the full employee experience—from recruitment and onboarding to benefits, compliance, and culture initiatives—while ensuring accuracy, confidentiality, and alignment with the company’s values. This role helps foster a workplace grounded in integrity, kindness, and teamwork, contributing to ONST’s commitment to generational success and strong relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Talent Acquisition & Onboarding
• Recruit and hire for both administrative and fiduciary positions (trust officers, portfolio managers, compliance staff, etc.).
• Build up and foster ONST presence for employee recruitment.
• Conduct background checks, fingerprinting, and reference verifications.
• Draft offer letters and employment agreements.
• Coordinate and actively participate in onboarding and orientation (systems access, policies, benefits enrollment).
• Ensure staff understand Employee handbooks to include confidentiality, and compliance expectations.
• Post and mange open positions on Bamboo HR and other hiring platforms.
• Lead as hiring manage for all ONST positions.
• Recruit and hire for both administrative and fiduciary positions (trust officers, portfolio managers, compliance staff, etc.)

Employee Relations & Culture

• Act as a liaison between management and employees.
• Support healthy communication and conflict resolution.
• Administer and oversee performance reviews and feedback processes.
• Reinforce company values and professional standards (e.g., integrity, trust, and client focus) by 100% participation in companywide meetings etc.
• Create and coordinate employee engagement, recognition, and wellness initiatives.
• Stay attuned to work trends within the industry, acting as a liaison between management and employees.

Compliance & Regulatory Requirements

• Maintain tracking of employee licensing, certifications, and continuing education (trust officer training, fiduciary law updates, etc.)
• Support compliance audits related to HR (e.g., personnel files, training logs)
• Manage personal file retention and confidentiality per financial industry regulations.
• Ensure adherence to Federal, State, and employment laws.

Compensation & Benefits

• Manage Bamboo HR system
• Work with ONST Team members regarding payroll and benefits.
• Administering benefit programs (health, dental, 401(k), disability, etc.)
• Oversee Employee Performance reviews.
• Conduct compensation benchmarking within the financial service industry.

Training & Development

• Develop and over-see training programs for professional growth of employee base including internships.
• Coordinate and manage initiatives regarding mentorships.
• Coordinate and manage continuing education for CFPs, CFAs, CTFA’s, or other company recognized designations.

Policy, Risk, & Governance

• Maintain employee handbook.
• Support Compliance Officer with HR-related matters to include policies and documents.
• Oversee employee disciplinary actions in alignment with company ethics and regulations.
• Report on HR metrics to Leadership Team. (e.g., turnover, engagement).

Offboarding & Transitions

• Conduct in person terminations.
• Conduct exit interviews.
• Ensure return of company property and termination of system access.
• Point of contact for benefits after end of employment. (COBRA, retirement plans).
• Respond to inquiries related to offboarding (ex. Department Employment Security).
• Document departures for audit and regulatory purposes.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in human resources, business administration, or related field (or equivalent experience).
• 3+ years of experience in Human Resources, preferably within financial services, professional services, or a trust company environment.
• Strong knowledge of employment law and HR best practices.
• Excellent interpersonal, communication, and problem-solving skills.
• Proficient in HR software systems and Microsoft Office Suite.
• Demonstrated ability to handle confidential information with integrity. · PHR or SHRM-CP certification preferred.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to hear and communicate verbally

• Ability to see and read printed materials and computer monitors

• Manual dexterity to operate a keyboard

• Ability to sit for long periods

WORK ENVIRONMENT

• This position primarily works in a temperature-controlled office environment.

• The noise level is low. Hearing protection is not required.

WORK HOURS

• This position is a full-time position working standard ONST business hours of 8 a.m. to 5 p.m.

• This position is generally a five-day work week.

DRESS CODE

• Business casual attire is appropriate for a business setting.