Wealth: Seasonal Administrative Assistant Job at B. Riley Financial in Boca Rato

Wealth: Seasonal Administrative Assistant

Join to apply for the Wealth: Seasonal Administrative Assistant role at B. Riley Financial

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.

We are seeking a full‑time Seasonal Administrative Assistant to support our Boca Raton, 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.

Seniority Level

Entry level

Employment type

Temporary

Job function

Administrative