Family Office Services Associate

HB Wealth; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

HB Wealth is seeking an experienced administrative professional to support clients and internal teams across multiple offices. You will handle budgeting, disbursements processing, 1099s, payroll, vendor management, and travel planning, while maintaining high accuracy.

The role emphasizes discretion, strong communication, and the ability to adapt as the organization grows.

Qualifications

• 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.

Responsibilities

• Respond quickly to client requests 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 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.

Skills

Concierge experience

Strong communication

Accounting basics

Microsoft Office

Education

Bachelor’s degree in business related field

Tools

Microsoft Teams

Quicken/QuickBooks

Job description

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.

Job Type

Full-time

HB Wealth

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 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.