Senior Administrative Assistant at Focus Financial Partners

<p><strong>Position Summary</strong><br>Gelfand, Rennert &amp; Feldman is seeking a Senior Administrative Assistant ideally with financial services exposure to join our team of dedicated professionals. This position is based in-office out of Century City, CA on a full-time basis. The Senior Administrative Assistant is responsible for a variety of administrative tasks to support the operations of their office and assigned Managing Directors.</p> <p><br><strong>Primary Responsibilities</strong></p> <ul> <li>Screen calls; establish oneself as a trusted point of contact with employees and business network</li> <li>Manage day to day schedule and commitments of remote and/or in-office Executive(s)</li> <li>Receive incoming mail, packages, and checks, and process accordingly to the service plan for each client</li> <li>Respond to requests to prepare outgoing mail and packages (FedEx, certified mail, messengers, etc.)</li> <li>Process and mail checks</li> <li>Assist with client billing</li> <li>Make e-deposits</li> <li>Maintain electronic and hard copy filing system and other general office duties</li> <li>Perform coverage of reception desk, as needed</li> <li>Light bookkeeping duties utilizing AgilLink</li> <li>Other projects and duties as assigned</li> </ul> <p><strong>Qualifications</strong></p> <ul> <li>5+ years of administrative assistance experience</li> <li>High School Diploma or GED equivalent is required</li> <li>Associate's Degree preferred</li> <li>Experience with billable timekeeping is highly preferred&nbsp;</li> <li>Notary Public is a plus</li> <li>Familiarity with DocuSign&nbsp;</li> <li>Experience with Workday is a plus</li> <li>Familiarity with AgilLink is a plus</li> <li>Excellent verbal and written communication skills</li> <li>Strong computer skills and proficiency in Microsoft Office, especially Excel, Word and Outlook</li> <li>The ability to work independently while being a team player</li> <li>Strong attention to detail, organizational and time management skills to ensure the ability to multitask&nbsp;</li> <li>Strong interpersonal skills to create and maintain a trusting relationship with staff and clients</li> </ul> <p><br>This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between&nbsp;<strong>$57,000 - $65,000</strong>. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.&nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.<br><br></p> <p>Gelfand, Rennert &amp; Feldman is an Equal Opportunity Employer.</p> <p>For information on our Job Applicant Privacy Notice, please click <a href="https://www.grfllp.com/job-applicant-privacy-policy/" data-cke-saved-href="https://www.grfllp.com/job-applicant-privacy-policy/">here</a>.</p> <p>#LI-TN1</p> <p>&nbsp;</p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:[email protected]">[email protected]</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>