What are the responsibilities and job description for the Senior Administrative Assistant position at Focus Financial Partners?
Position Summary
Gelfand, Rennert & 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.
Primary Responsibilities
- Screen calls; establish oneself as a trusted point of contact with employees and business network
- Manage day to day schedule and commitments of remote and/or in-office Executive(s)
- Receive incoming mail, packages, and checks, and process accordingly to the service plan for each client
- Respond to requests to prepare outgoing mail and packages (FedEx, certified mail, messengers, etc.)
- Process and mail checks
- Assist with client billing
- Make e-deposits
- Maintain electronic and hard copy filing system and other general office duties
- Perform coverage of reception desk, as needed
- Light bookkeeping duties utilizing AgilLink
- Other projects and duties as assigned
Qualifications
- 2 years of similar experience in a fully in-office capacity
- High School Diploma or GED equivalent is required
- Associate's Degree preferred
- Experience with billable timekeeping is highly preferred
- Notary Public a plus
- Familiarity with DocuSign and Workday is required
- Familiarity with AgilLink is a plus
- Excellent verbal and written communication skills
- Strong computer skills and proficiency in Microsoft Office, especially Excel, Word and Outlook
- The ability to work independently while being a team player
- Strong organizational and time management skills to ensure the ability to multitask
- Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $60,000 - $65,000. 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. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
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About Focus Financial Partners
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 www.focusfinancialpartners.com or follow the company on LinkedIn.
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.
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 careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: 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.
For Maryland Applicants: 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. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: 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. The Company complies fully with the Americans with Disabilities Act.
Salary : $60,000 - $65,000