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Osaic

Independent wealth-management platform for advisors

Associate HRIS Analyst

HR Operations & CoordinationConfirmed live in the last 24 hours
Full-timeNorth Carolina, USA

About the Job

Requirements

  • A bachelor's degree in human resources, information technology, or a related field, or equivalent years of experience.
  • Two to three years of experience in HRIS Level II support using cases with service level agreements.
  • One to three years of hands-on configuration experience in Workday Core HCM.
  • Proficiency in creating and editing business processes, custom reports, and dashboards.
  • Strong Excel and reporting skills.
  • Excellent written and verbal English communication skills.
  • Ability to work across time zones.
  • Strong data accuracy and problem-solving abilities.
  • Experience configuring multiple Workday products is preferred but not required.

Responsibilities

  • Investigate, troubleshoot, and resolve escalated cases and requests sent via Help and Request business processes.
  • Diagnose and resolve issues related to Workday business processes, routing rules, notifications, and inbox tasks.
  • Monitor and support Workday transactions, ensuring timely resolution in accordance with established service level agreements.
  • Document findings, solutions, and recurring issues to improve support efficiency and user experience.
  • Create and maintain foundational organization structures and assist with core HCM configuration activities under the guidance of senior HRIS team members.
  • Support the creation and maintenance of business process notifications, tasks, and document distribution processes.
  • Perform core HCM data loads using Enterprise Interface Builder and validate outcomes for accuracy.
  • Assist with core HCM builds such as document or task distribution and notifications.
  • Create and maintain knowledge articles, job aids, and standard operating procedures.
  • Recommend opportunities to improve workflows, user experience, and support processes.
  • Participate in HR technology projects and continuous improvement initiatives.
  • Support reporting requests through Workday delivered and custom reports.
  • Analyze data discrepancies and partner with stakeholders to identify root causes.
  • Participate in audits and data validation activities to ensure system accuracy and compliance.
  • Assist with producing recurring operational and compliance reports.
  • Execute user acceptance testing and regression testing for Workday releases, enhancements, and projects.
  • Perform weekly, monthly, quarterly, and yearly system tasks, including year-end tasks, audits, and alert action steps.

Desired Qualifications

  • Strong problem-solving skills and an ownership mindset.
  • A proactive, positive, and collaborative approach.
  • An analytical mindset with attention to detail and data accuracy.
  • Strong communication and stakeholder management skills.
  • Ability to work under pressure and adapt to evolving role scope.
  • Commitment to following standard operating procedures, governance standards, and testing procedures.

About the Company

Osaic

Independent wealth-management platform for advisors

Osaic operates as a national platform that supports a network of independent wealth-management firms and more than 11,000 financial professionals. It offers broker-dealer and Registered Investment Advisor (RIA) services, a unified technology platform, compliance support, and broad access to investment products. The platform connects independent advisors to custody, brokerage, compliance, and investment-product access through a single interface, enabling advisors to stay independent while leveraging a large firm’s back-office and resources. Osaic differentiates itself by preserving advisor independence, avoiding pressure to push proprietary products, and growing through acquisitions to streamline operations; its goal is to simplify operations, reduce complexity, and help advisors grow their practices while serving clients effectively.

Company size
1,001-5,000
Company stage
Private
Total funding
$920M
Headquarters
Scottsdale, AZ
Founded
2016

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