Associate, Automation and Digital Transformation
Homrich & Berg, IncAtlanta, Georgia, United States
Posted March 26, 2026
Full Time
About the Company
HB Wealth is a national, independent, fee-only wealth management firm that provides wealth advisory services, investment management, and family office services to high-net-worth individuals, families, and institutions.
Job Description
HB Wealth is seeking a detail-oriented and motivated individual to join our team as Associate, Automation and Digital Transformation. In this role, you will take ownership of existing Microsoft Power Platform solutions and help design and build new applications and automations that improve processes and support our digital transformation initiatives.
Requirements
- Bachelor’s Degree from an accredited college or university
- At least 1 year of experience with PowerApps and PowerAutomate
- Basic understanding of data sources like SharePoint, Dataverse, and Excel
- Strong problem-solving skills and attention to detail
- Good communication skills and ability to work collaboratively
- Intellectual curiosity and perseverance when faced with challenges
- Successful completion of a criminal background and credit check is 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 40%
- Cell phone stipend
- EPP
