Wealth: Administrative Assistant

B Riley•Mineola, NY

1d•$17 - $26•Onsite

About The Position

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 BRC (Nasdaq: RILY), a diversified business advisory and financial services platform. BRC refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates. We are currently seeking a full-time Administrative Assistant to join our Mineola, NY 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, maintaining office organization, and providing general administrative support to Financial Advisors and Tax Preparers. The hourly rate for this position is $17.00 - $26.00 per hour.

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.
Schedule, confirm, and manage client appointments.
Welcome and assist clients in a professional and friendly manner.
Responsible for tax client account billing and deposits
Prepare written correspondence; scan, file, and maintain documents.
Provide administrative support to Financial Advisors and Tax Preparers.
Coordinate and manage the office calendar, including scheduling for one or more representatives.
Acts as liaison between preparers, brokers and internal departments (Compliance, Operations, Administration, and Finance)
Monitor and maintain office equipment; order and manage office supplies as needed.
Perform accurate and timely data entry.
Performs other duties as assigned.