What are the responsibilities and job description for the Helpdesk Associate position at HB Wealth?
Job Type
Full-time
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.
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, 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 (including, But Not Limited To The Following)
Education and Experience:
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.
Salary Description
$65k - $70k annual bonus potential
Full-time
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.
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, 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 (including, But Not Limited To The Following)
- Deliver an outstanding customer support experience to team members.
- Resolve Helpdesk tickets, including tech support, training, and enablement requests.
- Respond to requests in person, over the phone, through teams, and via email in a timely manner.
- Assist in the management and administration of Hybrid AD(Local/Entra), Office 365, and Intune.
- Create Knowledge Base articles for the purpose of training and issue resolution.
- Install, modify, and repair computer hardware and software.
- Onboard new team members.
- Configure and hand-off new computer systems for staff.
- Assist with IT projects as needed.
Education and Experience:
- Degree in Technology, Computer Science or related field preferred.
- Minimum of 2 years’ experience in a comparable role.
- Proficiency with RMM and Ticketing platforms.
- Strong technical support abilities.
- Ability to diagnose and resolve computer technical issues.
- Strong knowledge of Windows server, Windows 10/11, Office 365, and other applicable enterprise software.
- Experience supporting networking technologies (e.g. VPNs, firewalls, VoIP, Wi-Fi).
- Ability to clearly explain and document technical information for non-technical users.
- Support of desktop and server applications.
- Support of SaaS Solutions (e.g. Office 365, Microsoft CRM, ShareFile.)
- Ability to quickly learn new systems and technologies.
- Scripting experience is a plus.
- Ability to successfully pass criminal background / credit check required.
- 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
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.
Salary Description
$65k - $70k annual bonus potential
Salary : $65,000 - $70,000