Wealth: Seasonal Administrative Assistant jobs in United States
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B. Riley Financial · 1 month ago

Wealth: Seasonal Administrative Assistant

positionBoca Raton, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$18/hr - $18/hr

B. Riley Wealth is a leading private wealth and investment management platform providing comprehensive financial solutions. The Seasonal Administrative Assistant will support the Boca Raton tax office by managing client appointments and handling various administrative tasks.

Business DevelopmentFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

UltraTaxCS PracticeCustomer serviceData entryMultitasking

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

Preferred

Experience with UltraTax and CS Practice

Company

B. Riley Financial

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B. Riley Financial is a diversified provider of financial and business advisory services.
dateFounded in 1997
location
Los Angeles, California, USA
people-size1001-5000 employees
web-link
http://www.brileyfin.com

H1B Sponsorship

B. Riley Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (2)
2022 (1)

Funding

Current Stage
Public Company
Total Funding
$734.5M
Key Investors
Oaktree Capital Management
2025-02-27Post Ipo Debt· $160M
2023-07-28Post Ipo Equity· $115M
2021-12-03Post Ipo Debt· $300M

Leadership Team

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Tom Kelleher
Co-Chief Executive Officer and Board Member
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Recent News

Business Wire
Halper Sadeh LLC Encourages B. Riley Financial, Inc. Shareholders To Contact The Firm To Discuss Their Rights
2026-01-16
PR Newswire
B. Riley Financial, Inc. (NASDAQ: RILY) Investor Alert: Schubert Jonckheer Investigating Possible False Claims, Undisclosed $200 Million Related-Party Loan
2026-01-06
Morningstar.com
RILY Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of B. Riley Financial, Inc. – RILY
2025-12-17
Company data provided by crunchbase