Wealth: Seasonal Administrative Assistant

B Riley • New Windsor, NY

4d • $20

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 seeking a full-time Seasonal Administrative Assistant to support our New Windsor, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed