Wealth: Seasonal Administrative Assistant

B. Riley Financial - Boca Raton, FL

Full-time - Entry Level

Boca Raton, FL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Seasonal Administrative Assistant at B. Riley Wealth will support the tax office in Boca Raton, FL, through April 2025. This role is essential for ensuring smooth operations during the busy tax season, focusing on administrative tasks and customer service to assist clients effectively.

Responsibilities

• Scheduling and confirming appointments
• Answering a high volume of telephone calls
• Data Entry
• Filing, copying, collating
• Other duties as assigned by the Tax Branch Manager

Requirements

• Ability to work in a fast-paced professional environment with experience handling a high volume of telephone calls
• Ability to multitask and think independently
• Strong administrative, computer and customer service skills are essential

Nice-to-haves

• UltraTax and CS Practice experience preferred