Family Office Services Associate
HB Wealth is hiring for Family Office Services Associate in Atlanta, GA. Junior level. First seen September 17, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- HB Wealth
- Where
- Atlanta, GA
- Level
- Junior
- First seen
- September 17, 2026
- Listed via
- Paylocity
What the posting says
This position serves as financial assistant and concierge service provider for ultra-high net worth families. The position will act as a liaison between financial planners, outside service providers and clients to provide the best experience for clients. Proper, detailed training will be provided upon hiring. Responsibilities will include but not be limited to: - 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…
Read more and apply on HB Wealth's site
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