Wealth: Intern - Poughkeepsie, NY

B. Riley Financial (NASDAQ: RILY) companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients and partners. B. Riley operates through several subsidiaries which offer a diverse range of complementary end-to-end capabilities spanning 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. For more information, visit brileyfin.com.

B. Riley’s internship program is an on-the-job training experience for rising college seniors and seniors, offering a unique opportunity to learn at a rapid pace from accessible leaders who are all recognized experts across several practices and sectors. Our entrepreneurial spirit is the epitome of the B. Riley culture, and interns working at a B. Riley facility are sure to thrive through active mentorship and in a highly collaborative environment.

B. Riley Wealth Management provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced tax and financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals. 

Duties of this position include, but are not limited to the following:

1. Acts as liaison between Tax and Financial Advisors and internal departments (Compliance and Finance).

2. Process and distribute incoming and outgoing mail.

3. Prepare and scan documents into firms imaging system, including indexing of scanned documents to client accounts and maintain branch file rooms.

4. Prepare various types of correspondence and management reports using Word, Excel, and other necessary software.

5. Data entry of tax return information

6. Interacts maturely and effectively with Tax and Financial Advisors clients, and internal contacts.

7. Performs other duties as assigned.

Education, Experience, and Skills:

1. Currently enrolled in a 4-year accredited college/university and actively pursuing a bachelor’s degree

2. Must be a rising Senior or Senior

3. Finance, Accounting, Business, and Economics majors preferred

4. Cumulative GPA of 3.0 or higher preferred

5. Strong finance and accounting skills

6. Exceptional research, analytical and quantitative reasoning skills

7. Self-starter with a high level of initiative and motivation

8. Ability to work in a self-directed manner in a project or deadline-driven environment

9. Superior interpersonal skills with the ability to establish and maintain relationships at all organizational levels

10. Desire for a career in the tax and financial services industry

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.