Description
HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB is seeking a front desk Administrative Associate in our Atlanta office who will help ensure smooth day-to-day operations while supporting advisors, operations staff, and occasionally clients. This role manages a variety of administrative and operational tasks while maintaining a professional and welcoming environment for clients and visitors.
Job Responsibilities
- Serves as the first face of HB Wealth, welcoming employees, clients, candidates, and guests at the main HQ reception deskWelcome guests and clients who arrive for meetings
- Answer calls and manage general inquires
- Manage calendars, schedule meetings, and coordinate travel arrangements for advisors and leadership
- Prepare correspondence, reports, presentations, and meeting materials
- Process courier shipments
- Order gifts or send cards for client celebrations
- Maintain organized recordkeeping and filing systems
- Schedule internal and external meetings
- Prepare conference rooms for meetings
- Arrange for refreshments and food for meetings
- Handle various administrative requests from colleagues
- Other administrative duties as assigned
Requirements
- Be in office 5 days a week to cover the front desk
- Demonstrate excellent oral and written communication skills
- Maintain professional and effective phone communication etiquette
- Actively listen and respond thoughtfully to colleagues and clients
- Stay highly organized with exceptional attention to detail and strong follow-through
- Bring a positive attitude and strong work ethic to daily responsibilities
- Build strong interpersonal relationships and partner effectively within a team to earn the trust and confidence of colleagues
- Learn quickly and show eagerness to develop new skills and knowledge
- Ability to successfully pass criminal background / credit check required
Qualifications
- AA degree preferred
- Proficient with multi-line phone system
- Accurate and efficient scheduling skills
- Highly proficient with the Microsoft Office Suite
- Experience with applicant tracking systems a plus
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Cell phone stipend
- EPP
Why HB is a great place to workEmployees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Skills Required
- Be in the office five days per week to cover the front desk
- Excellent oral and written communication skills
- Professional and effective phone communication etiquette
- Strong listening and interpersonal skills
- Exceptional organization, attention to detail, and follow-through
- Positive attitude and strong work ethic
- Ability to build effective workplace relationships and collaborate within a team
- Ability to learn quickly and develop new skills
- Ability to pass a criminal background and credit check
- Associate of Arts degree
- Proficiency with a multi-line phone system
- Accurate and efficient scheduling skills
- High proficiency with Microsoft Office Suite
- Experience with applicant tracking systems
What We Do
HB Wealth is an Atlanta-based asset management and wealth management firm founded in 1989. It serves as a registered investment adviser and focuses on private equity, real estate, and debt investments across the United States. The firm provides personalized support through wealth advisors and operates as a fee-only RIA, positioning its mission around investment management and tailored advice for clients.
