Wealth: Administrative Assistant
B. Riley Financial · Boca Raton, Florida, US
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financ...
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 BRC Group Holdings, Inc. (Nasdaq: RILY), a diversified business advisory and financial services platform. We are currently seeking a full-time Administrative Assistant to join our Boca Raton, FL tax office. The Administrative Assistant is responsible for supporting the daily operations of the office. This role involves managing phone and appointment scheduling, assisting clients and staff, account billing and deposits,...