Internship at B. Riley Wealth Management
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Description
About B. Riley Financial:
B. Riley Financial (NASDAQ: RILY) is a diversified financial services company offering a wide array of financial solutions. Its subsidiaries provide comprehensive services including investment banking and institutional brokerage, private wealth and investment management, corporate advisory, tax preparation and planning, accounting, restructuring, due diligence, forensic accounting and litigation support, appraisal and valuation, and auction and liquidation services. The company emphasizes an entrepreneurial spirit and collaborative work environment. B. Riley Wealth Management, a key subsidiary, focuses on providing comprehensive financial solutions to individuals, families, businesses, institutions, and non-profits. They leverage the expertise of affiliated companies to help clients develop sound financial strategies. For more information, visit brileyfin.com.
Description: Internship at B. Riley Wealth Management
This internship is an on-the-job training opportunity for rising college seniors and seniors, providing fast-paced learning under the guidance of experienced leaders. The internship offers a chance to thrive in a collaborative and highly supportive environment. Specific duties include, but are not limited to:
• Liaison Role: Acting as a point of contact between Tax and Financial Advisors and internal departments (Compliance and Finance).
• Administrative Tasks: Processing and distributing mail, preparing and scanning documents (including indexing to client accounts), maintaining branch file rooms, and preparing correspondence and management reports using software like Word and Excel.
• Data Entry: Inputting tax return information into the system.
• Client & Internal Communication: Interacting professionally with Tax and Financial Advisors, clients, and internal contacts.
• Other Duties: Performing other assigned tasks as needed.
Currently pursuings:
• Currently enrolled in a 4-year accredited college/university and actively pursuing a bachelor’s degree.
• Rising senior or senior status required.
• Finance, Accounting, Business, or Economics major preferred.
• Cumulative GPA of 3.0 or higher preferred.
• Strong finance and accounting skills.
• Exceptional research, analytical, and quantitative reasoning skills.
• Self-starter with high initiative and motivation.
• Ability to work independently and meet deadlines.
• Superior interpersonal skills and ability to build relationships.
• Desire for a career in the tax and financial services industry.
B. Riley Financial is an equal opportunity employer.
