About this role
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 Bonita Springs, FL tax office through April 2026. The hourly rate for this position is $18.00 per hour.
Duties of this position include, but are not limited to the following:
- 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.
Education, Experience and Skills Required:
- 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.
- Experience with UltraTax and CS Practice is preferred.
Other facts
About B Riley
B. Riley Wealth Management is a FINRA registered broker dealer and a SEC registered investment adviser and provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.
About B. Riley Financial, Inc.
B. Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit www.brileyfin.com.
What you'll do
- The Seasonal Administrative Assistant will be responsible for scheduling and coordinating client appointments, managing incoming calls, and performing data entry. Additional duties include handling general administrative tasks and other related responsibilities as assigned.
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