Modern Wealth Management

Recruitment

• Support the execution of recruiting and onboarding activities by coordinating candidate flow
• Maintain applicant tracking system (ATS) accuracy
• Manage interview logistics, offers, and pre-hire documentation
• Conduct initial candidate screening and review for internal applicants, employee referrals, agency-submitted candidates, and specialized roles
• Evaluate candidate qualifications, experience, and role alignment prior to advancing candidates in the ATS
• Apply established screening criteria for specialized or hard-to-fill roles
• Maintain and administer the Applicant Tracking System (ADP)
• Create, update, and post job descriptions and job postings
• Track candidate progress and ensure timely movement through all recruiting stages
• Coordinate and schedule phone, virtual, and onsite interviews across multiple time zones
• Communicate interview logistics clearly and professionally with candidates, hiring managers, and interviewers
• Draft and send offer letters and supporting documents using approved templates
• Ensure all required documentation is completed accurately and on time prior to start dates

Recruiting and Onboarding Liaison