Administrative Associate

About the role

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 $32 billion in assets under management as of June 30, 2026, 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 are seeking an Administrative Associate in our Towson, MD 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.

Responsibilities

• Manage calendars, schedule meetings, and coordinate travel arrangements for advisors and leadership
• Welcome guests and clients who arrive for meetings
• Answer calls and manage general inquires
• Maintain organized recordkeeping and filing systems
• Prepare correspondence, reports, presentations, and meeting materials
• Process courier shipments
• Order gifts or send cards for client celebrations
• 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

• 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
• Ability to work remotely 20%
• Cell phone stipend
• Equity Participation Plan

Pay

$56k - $64k + annual bonus potential