Financial Services

Gain time to focus on your market
HR Team
Risk & Compliance

Full-Service HR

Financial services firms face challenges on many fronts—managing increased regulatory changes, competing with large institutions for top talent, and constantly innovating. Our solution manages your comprehensive HR needs with high-touch services and robust technology, taking complexity off you and your employees' shoulders. Focus on achieving your goals. We'll do the rest.

HR Team

Personal, high-touch service for you, your employees and their family members from a dedicated HR professional. Gain direct access to HR and employment compliance guidance from our experts.

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Seamless online processing, tax reporting and remittances. We have extensive experience in handling the intricacies of processing partner/members and off-cycle bonus payments.

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A rich benefits selection from national and regional insurance carriers that meets the high expectations of your workforce—from top-tier PPO medical plans to customizable retirement plans to a wide variety of other insurances and services.

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Risk & Compliance

Expert guidance and support on employment laws, regulations and ACA compliance. We're committed to protecting you from the HR missteps that could lead to steep penalties, fines or lawsuits.

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Technology Platform

A secure environment for managing critical HR processes on one platform, reducing manual effort and increasing data visibility. Executives, managers and employees have immediate access to the tools they need.

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  • Michael Kianmahd
  • Vice President
  • Maxim Commercial Capital, LLC

TriNet allows us to be able to dedicate our resources and precious time toward our business.


HR team with high-touch service

Client Services Associate

A single point of contact for all HR matters. Associates deliver customized personal support that is not only available to employees, but also available to their families.

In-house HR and compliance experts

Direct source of HR and other functional experts. Deep domain knowledge in HR administration and employment law compliance for financial services to address your specific issues.

Strategic guidance

Best practice guidance on strategic, high-risk HR issues, such as terminations, employment compliance and creating employment policies.

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Paperless payroll, robust reporting

Online processing

Direct deposit, e-pay stubs, and electronic W-2/K-1 delivery. Employees can import W-2s directly into TurboTax. We also file your payroll tax documents.

Taxes and filings

TriNet calculates and withholds federal, state and local payroll taxes. The withholdings are electronically remitted to the government on your behalf.

Payroll preview

View estimated paychecks and invoices that are updated in real time as you make changes. Save to PDF or export to Excel with all the details you need.

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Benefits that attract and retain top talent

Health care plans

A breadth of high-end benefit plans through leading national and regional carriers. Coverage includes everything from medical, life and disability to commuter benefits and even pet insurance.


Robust 401(k) plans with broad and flexible investment options, managed by well-regarded investment management companies.


Employers and employees have access to perks such as discounts on gym memberships and mobile phone plans.

Health Care Options
Insurance Options
Retirement and Voluntary Benefits
Health Care Options


A variety of plans with UnitedHealthcare & Kaiser Permanente


A variety of plans with MetLife


A variety of plans with Vision Service Plan (VSP) & UnitedHealthcare Vision

Health Care Flexible Spending Account

Dependent Day Care Flexible Spending Account

Medical Benefits Abroad

CIGNA Global Health Benefits

Health Savings Account

Administered by Optum Bank

Insurance Options

Short-term Disability


Long-term Disability


Life Insurance


Executive Disability Insurance


Supplemental Life/AD&D Insurance


Retirement and Voluntary Benefits


401(k) plan with MassMutual; options for employer matching, profit sharing, and safe harbor

Commuter Benefits


Voluntary Benefits

MetLife & Pet Plan

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Risk and compliance under control

Compliance guidance

We're experts in employment law compliance in all 50 states. Reduce employer-related risks in payroll and unemployment tax reporting, customized employment handbook, workers' compensation administration, and more.


Employment Practices Liability Insurance at no additional cost. EPLI helps protect you from many employer liabilities such as discrimination, wrongful termination, unlawful retaliation, and harassment claims.

ACA compliance

TriNet helps clarify, simplify, and guide you through this complex law by managing reporting requirements and much more.

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Technology platform

Self service

We offer role-based, self-service tools for executives, managers, and employees to access their HR information 24/7. We've streamlined HR processes for everyone.

Reporting and analytics

Make your business data perform. Choose from standard reports or create custom reports tailored to financial services. Integrate with QuickBooks.


Stay current with the most important HR data with TriNet Mobile. Access real-time information on pay, paycheck history, benefits, time off requests and company directory.

Applicant tracking

Customize recruiting pipelines and automate hiring tasks from skill assessments to interview schedules. Enjoy seamless integration with leading job boards.

Expense management

Automate expense reporting from all mobile devices. Directly report data to accounting or general ledger system. Ensure payroll is up-to-date with the latest business expenses.

Performance management

Performance reviews with real-time feedback. Align company vision with individual goals. Increase visibility into how performance and progress are tracked.

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