People Operations Coordinator

Posted 19 Days Ago
New York, NY
Hybrid
Entry level
Fintech • Software • Financial Services
At Pontera, we aspire to be the bridge to a better retirement.
The Role
The People Operations Coordinator supports HR and operational functions, managing employee lifecycle processes, compliance, documentation, and events planning.
Summary Generated by Built In

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. 

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. 

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. 

Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

The People Operations Coordinator will play a key role in supporting the day-to-day HR and operational functions of the company. Reporting into the People Operations Manager, you will be working directly with decision makers to ensure seamless HR processes, maintain compliance, and improve the overall employee experience. You will be responsible for contributing to a positive, efficient, and well-organized workplace.

RESPONSIBILITIES
  • Own critical parts of the the employee lifecycle including onboarding, payroll, and offboarding 
  • Maintain and update employee records in the HRIS system
  • Maintain HR and company-wide documentation
  • Assist with benefits administration for the US-based team
  • Manage employee expense reconciliation
  • Support planning and executing company-wide and team events 
  • Assist in managing HR compliance, ensuring the company adheres to relevant regulations and policies
  • Coordinate and schedule interviews for candidates
  • Provide support for other administrative tasks, as needed
REQUIREMENTS
  • Excellent problem-solving skills and the ability to work autonomously 
  • Prior experience in HR and/or administration is a bonus
  • Strong interpersonal skills when interacting with a wide range of stakeholders
  • Proven ability to manage multiple projects and priorities simultaneously while maintaining high standards of excellence and attention to detail
  • Hands on and proactive - The mentality that no task is too large or small
  • Strong written and verbal communication skills
  • Technical proficiency – experience with Microsoft Office and/or Google Suite required

WHAT WE OFFER

  • Compensation: $70,000 - $100,000 annually
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Top Skills

Google Suite
MS Office

What the Team is Saying

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Kelly
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The Company
HQ: New York City, NY
300 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.

At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.

Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.

Why Work With Us

We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.

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Pontera Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!

Typical time on-site: 3 days a week
HQNew York, NY
Poland
Herzliya, Israel
Learn more

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