Operations Associate

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 Elevatedbringing 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 an Operations Associate to become a member of our team. This position serves as a support liaison between our client-facing team and back-end systems to execute our clients wealth management plans and help them achieve their goals.

Job Responsibilities

• Reviewing submitting and verifying completion of requests pertaining to new accounts and account maintenance
• Internal reporting system setup monitoring and maintenance to ensure accurate reporting for financial planners and clients (minimal direct client interaction)
• Assisting team on quarterly reporting and billing tasks
• Pulling data from internal or custodian systems as needed
• Maintaining database attributes for portfolios reporting entities and investments
• Completion of projects as needed to ensure the continued quality and expediency of data being entered into the portfolio accounting system
• Providing backup to other Operations Associates within the team

• Bachelors degree in finance or business-related field
• Minimum of 1-2 years of experience in the industry
• The preferred candidate will have worked in a banking or finance environment
• Experience with Black Diamond reporting software preferred but not required
• MS office Outlook and MS teams experience
• Superior verbal communication skills and attention to detail
• High level of attention to detail self-motivation drive and analytical skills
• Willingness to adapt to changing priorities as markets change and as the organization grows
• Ability to successfully pass criminal background / credit check required

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
• 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.