Receptionist
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 BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.
We are currently seeking a full-time Receptionist to join our New Windsor, NY tax office. The Receptionist will serve as the first point of contact for our clients and play a key role in keeping the office running smoothly, particularly during the busy tax season. Additional hours may be required during tax season. The expected hourly rate for this position is $22.00 - $25.00.
Duties of this position include, but are not limited to the following:
- Greet clients and provide professional, courteous assistance.
- Answer and direct telephone calls.
- Schedule and confirm appointments.
- Receive client documents and payments, provide receipts, and maintain accurate payment records.
- Contact clients regarding appointments, missing information, and completed tax returns.
- Scan, copy, file, and organize documents.
- Assist tax professionals and other office staff with administrative duties.
- Maintain client confidentiality at all times.
- Keep the reception and client areas organized and professional.
- Perform additional duties as assigned.
Education, Experience and Skills Required:
- Strong communication and customer-service skills.
- Professional telephone manner.
- Dependable, punctual, and detail-oriented.
- Comfort handling money and confidential information.
- Basic computer and Microsoft Office skills.
- Ability to organize multiple tasks in a busy office environment.
- Previous receptionist, administrative, bookkeeping, or tax-office experience is preferred, but not required.
BRC Group Holdings, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.