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Wealth: Seasonal Administrative Assistant
Wealth: Seasonal Administrative AssistantB. Riley Financial • Bonita Springs, FL, United States
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Wealth : Seasonal Administrative Assistant

Wealth : Seasonal Administrative Assistant

B. Riley Financial • Bonita Springs, FL, United States
2 days ago
Job type
  • Full-time
Job 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 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 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.
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    Administrative Assistant • Bonita Springs, FL, United States

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