Wealth: Seasonal Administrative Assistant

With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.

B. Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY), a diversified business advisory and financial services platform. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates.

We are seeking a full-time Seasonal Administrative Assistant to work in our Boca Raton, FL tax office through April 2025. 

Duties of this position include, but are not limited to the following:

1. Scheduling and confirming appointments
2. Answering a high volume of telephone calls
3. Data Entry
4. Filing, copying, collating
5. Other duties as assigned by the Tax Branch Manager

Education, Experience and Skills Required:

1. Ability to work in a fast-paced professional environment with experience handling a high volume of telephone calls
2. Ability to multitask and think independently
3. Strong administrative, computer and customer service skills are essential
4. UltraTax and CS Practice experience preferred