Administrative Associate

Administrative Associate

HB is seeking an 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 desk. Welcome guests and clients who arrive for meetings
• Answer calls and manage general inquiries
• 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 work Employees 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.