Administrative Associate

Job Type Full-time 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 meetingsAnswer calls and manage general inquiresManage calendars, schedule meetings, and coordinate travel arrangements for advisors and leadership Prepare correspondence, reports, presentations, and meeting materialsProcess courier shipmentsOrder gifts or send cards for client celebrations Maintain organized recordkeeping and filing systemsSchedule internal and external meetings Prepare conference rooms for meetingsArrange for refreshments and food for meetingsHandle various administrative requests from colleaguesOther administrative duties as assigned Requirements Be in office 5 days a week to cover the front desk Demonstrate excellent oral and written communication skillsMaintain professional and effective phone communication etiquetteActively listen and respond thoughtfully to colleagues and clientsStay highly organized with exceptional attention to detail and strong follow-throughBring a positive attitude and strong work ethic to daily responsibilitiesBuild strong interpersonal relationships and partner effectively within a team to earn the trust and confidence of colleaguesLearn quickly and show eagerness to develop new skills and knowledgeAbility to successfully pass criminal background / credit check required Qualifications AA degree preferredProficient with multi-line phone systemAccurate and efficient scheduling skillsHighly proficient with the Microsoft Office SuiteExperience with applicant tracking systems a plus Benefits Competitive PTO/Holiday policy401k match1st day eligible benefits offering; medical, dental, vision, telemed, disability, +Paid Maternity/Paternity leaveFun and welcoming office environment with monthly and quarterly eventsCell phone stipendEPP 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.