Talent Acquisition Specialist

About the role

The Talent Acquisition Specialist will lead full-cycle recruitment efforts with a focus on sourcing and hiring candidates with backgrounds in financial services, accounting, banking, credit union, investment, or related fields.

Responsibilities

• Manage the full-cycle recruitment process, including job intake meetings, job postings, sourcing, screening, interviewing coordination, offer support, and candidate communication.
• Source, identify, and engage candidates with strong financial industry backgrounds, including experience in banking, accounting, finance, investment services, lending, insurance, risk, compliance, audit, or related fields.
• Develop and maintain an internal candidate pipeline to support current and future hiring needs across the organization.
• Build relationships with internal employees, managers, and business leaders to identify high-potential internal talent and support internal mobility opportunities.
• Partner with hiring managers to understand department needs, role requirements, compensation considerations, and desired candidate qualifications.
• Maintain accurate candidate records and recruitment activity within the applicant tracking system and other HR platforms.
• Ensure positive and professional candidate experience throughout the hiring process.
• Evaluate candidate experience related to financial services, including familiarity with financial products, reporting standards, confidentiality requirements, and industry-specific regulations.
• Screen candidates for relevant professional experience, certifications, licenses, and educational backgrounds tied to finance-related positions.
• Maintain awareness of talent trends, compensation expectations, and hiring challenges within financial markets and related professional sectors.
• Coordinate and manage the background check process for new hires in accordance with company policies and applicable legal requirements.
• Review background check status updates, follow up with candidates as needed, and escalate issues to HR leadership when appropriate.
• Ensure all pre-employment documentation, screenings, and compliance requirements are completed prior to the employee’s start date.
• Maintain confidentiality and accuracy when handling sensitive candidate and employee information.
• Coordinate and support the onboarding process for new employees from offer acceptance through the first days of employment.
• Prepare and distribute onboarding materials, new hire documents, schedules, and system access requests.
• Facilitate or assist with new hire orientation, including company overview, HR policies, benefits information, compliance training, and employee resources.
• Partner with Managers, Facilities, IT, HR & Training team members to ensure new hires have the tools, information, and support needed for a successful start.
• Track onboarding completion and follow up on outstanding tasks or documentation.
• Monitor, maintain, and respond to inquiries through the HR ticketing system in a timely and professional manner.
• Assign, escalate, or resolve HR tickets related to recruiting, onboarding, employee records, policy questions, and general HR support.
• Aid in general HR duties, including employee file maintenance, HR reporting, data entry, payroll, compliance tracking, and employee communications.
• Support HR projects, process improvements, audits, and other administrative initiatives as assigned.
• Maintain strict confidentiality and professionalism when handling employee relations matters, personnel records, and sensitive HR information.

Requirements

• 3–5 years of recruitment experience required; at least 3 years of experience within the financial services industry.
• Experience supporting onboarding, new hire orientation, background checks, HR ticketing systems, or general HR administration.
• Experience in developing, reviewing and maintaining accurate job descriptions.
• Proficiency with applicant tracking systems, HRIS platforms, and HR ticketing or case management systems.
• Proficient in Microsoft Office Suite, including advanced Excel skills such as PivotTables, XLOOKUP/VLOOKUP, data analyses preferred.
• Strong knowledge of recruitment best practices, especially within financial or regulated industries.
• Excellent communication, interviewing, and relationship-building skills.
• Strong organizational skills with the ability to manage multiple requisitions, deadlines, and HR tasks simultaneously.
• Ability to work independently while collaborating effectively with hiring managers, HR team members, and business leaders.
• Strong judgment, discretion, and commitment to confidentiality.
• A customer-service mindset when supporting candidates, employees, and managers.