Wealth: Seasonal Administrative Assistant - New Windsor - B. Riley Financial

    B. Riley Financial
    B. Riley Financial New Windsor

    1 week ago

    Description

    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
    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.
    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.

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