Wealth: Seasonal Administrative Assistant - B. Riley Financial : Job Details

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 and/or part-time Seasonal Administrative Assistant to work in our Poughkeepsie, NY tax office through April 2025. The hourly rate for this position is $18.00 - $20.00 per hour.

Duties of this position include, but are not limited to the following:

* 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

Education, Experience and Skills Required:

* 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

* UltraTax and CS Practice experience preferred

Other details

* Pay Type Hourly

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* Poughkeepsie, NY, USA