Family Office Services 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 look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

Responsibilities

• Respond quickly to, as well as anticipate client requests/needs, and maintain regular contact with co‑professionals.
• Monitor and manage client bank accounts and credit cards.
• Annual budget preparation, monthly expense report review including expense categorization, income by state and budget variance.
• Account administration including money movements and payments on taxes, estate, and insurance.
• Provide credit card bill disputes and fraud research; insurance claim processing and utility and vendor management.
• Ascertain which vendors are subject to 1099 reporting and generation of 1099 forms.
• Domestic household employee management including processing bi‑weekly payroll.
• Assist with circulation of family company documentation to shareholders, accountants, and attorneys.
• Preparation of meeting deliverables and completion of post‑meeting action items.
• Arrange travel plans, including scheduling private aviation and creating detailed itineraries.
• Act as a “gate‑keeper” while prioritizing the needs of the family; exercising discretion and independent judgment on matters of significance.

Requirements

• Bachelor’s degree in business related field preferred.
• Excellent written and verbal communication skills; concierge experience preferred.
• High degree of accuracy in the processing of disbursements.
• Understanding basic principles of accounting and bookkeeping a plus.
• Proficiency in Microsoft products including TEAMS; Quicken/QuickBooks preferred.
• Willingness to adapt to changing priorities as the organization grows.
• Ability to successfully pass criminal background / credit check required.