Payroll & Benefits Specialist - Part Time
About the role
RFG Advisory is shifting from vendor-supported execution to internal operational strength, and this role owns the full scope of payroll and benefits for a growing, multi-state organization. This role rewards precision, follow-through, and a steady hand. The first phase will center on transitioning to a new payroll provider and establishing the processes that come with it. The VP of Human Resources and HR Operations Specialist will be closely involved in designing that structure alongside you, so you're never building alone. Once the new system is in place, the role settles into a steady, routine cadence: running established processes with accuracy and consistency, cycle after cycle.
Responsibilities
Payroll Operations & Accuracy - Own end-to-end payroll processing for a multi-state workforce, ensuring accuracy, timeliness, and compliance every cycle. Review and validate payroll inputs including compensation changes, bonuses, deductions, and time data. Manage payroll taxes, filings, and reconciliations; proactively resolve discrepancies before they compound. Maintain audit-ready records and lead quarterly and year-end processes including W-2s and reporting.
Benefits Administration & Compliance - Own benefits administration from the HRIS and carrier side: payroll deductions, eligibility alignment, and vendor coordination. Day-to-day benefits questions from employees are handled by our HR Operations Specialist; this role owns the systems and carrier accuracy behind the scenes. Own ACA filing, Form 5500, cafeteria plan reporting, and 401(k) compliance testing and reporting. Verify benefit census and payroll deductions following open enrollment. Manage workers' compensation filings, audits, and reconciliations.
Systems & Data Integrity - Maintain payroll and benefits data within the HRIS, ensuring accuracy and consistency across platforms. Build and maintain EDI feeds between carriers and the HRIS. Generate and validate reporting that supports Finance, HR, and leadership decisions.
Compliance & Risk Management - Ensure compliance with federal, state, and local payroll, tax, and benefits regulations. Monitor regulatory changes and implement process adjustments proactively. Identify and mitigate operational risks previously absorbed by external vendors.
Cross-Functional Partnership - Partner closely with HR, Finance, and leadership on payroll accuracy, benefits execution, and reporting. Collaborate with external vendors including carriers, brokers, and auditors as needed. Provide operational insights that improve efficiency, reduce risk, and support the firm's continued growth.
Requirements
Experience 3-6+ years of experience in payroll, benefits administration, or related operations
Demonstrated experience managing multi-state payroll and compliance requirements
Experience with ACA, Form 5500, cafeteria plan, and 401(k) compliance filings
Preferred background in a multi-state or professional services environment
Skills & Competencies
Ownership mindset: sees work through start to finish, not transaction to transaction
Detail-driven, with a low tolerance for error in high-stakes processes
Strong follow-through on delegated work; reliable without needing to be asked twice
Comfortable with a defined transition period (new payroll provider rollout), backed by close support from HR leadership
Clear, factual communicator who translates complexity into plain language for stakeholders
Handles sensitive data with discretion and care
Technology & Tools
Recent experience with BambooHR is required
Experience building or maintaining EDI feeds between carriers and HRIS systems
Proficiency with AI tools (Claude, ChatGPT, Microsoft Copilot) to improve productivity, documentation, and workflow efficiency
Education
Bachelor's degree in a related field, or equivalent professional experience
Company
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
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Application Instructions
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