Wealth: Administrative Assistant

B Riley•Boca Raton, FL

9d•Onsite

About The Position

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, financial solutions. We are currently seeking a full-time Administrative Assistant to join our Boca Raton, FL tax office. The Administrative Assistant is responsible for supporting the daily operations of the office. This role involves managing phone and appointment scheduling, assisting clients and staff, account billing and deposits, maintaining office organization, and providing general administrative support to Tax Preparers.

Requirements

Minimum of two years of related administrative experience, preferably in a financial services or tax preparation environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
Strong multitasking ability and independent problem-solving skills
Highly organized, detail-oriented, and capable of managing competing priorities
Excellent communication and customer service skills, especially when interacting with clients and visitors
Dependable, punctual, and consistent in maintaining regular office hours
Self-motivated with a willingness to learn and take on new challenges

Responsibilities

Answer and direct incoming calls using a multi-line phone system
Coordinate office calendar and appointments for one or more representatives in the office
Welcome and assist clients in a professional and friendly manner
Responsible for client account billing and deposits
Prepare written correspondence, scan, file, and maintain documents.
Provide administrative support to Tax Preparers
Monitor and maintain office equipment; order and manage office supplies as needed
Perform accurate and timely data entry
Performs other duties as assigned