Wealth: Seasonal Administrative Assistant
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 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 support our Poughkeepsie, NY tax office through April 2026. The hourly rate for this position is $20.00 per hour.
Requirements
- Ability to work effectively in a fast-paced, professional environment, including experience managing a high volume of phone calls.
- Strong multitasking skills with the ability to work independently and make sound decisions.
- Solid administrative, computer, and customer service skills are essential for success in this role.
Nice To Haves
- Experience with UltraTax and CS Practice is preferred.
Responsibilities
- Scheduling, confirming, and coordinating client appointments.
- Managing a high volume of incoming telephone calls with professionalism and efficiency.
- Performing accurate and timely data entry.
- Handling general administrative tasks such as filing, copying, and collating documents.
- Perform other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
