Sobre este puesto de Internal Audit and Bank Operations Assistant en Focus Financial Partners
Position Summary
Gelfand, Rennert & Feldman (GRF) is seeking an Internal Audit and Bank Operations Assistant to join our team of dedicated professionals. The Internal Audit Assistant is responsible for assisting with the internal audit controls of the firm. Focus Financial Partners and GRF provide team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This is a temporary position where this employee will be based out of our Encino, CA or our Century City, CA office.
Primary Responsibilities:
- Identify and monitor internal control procedures
- Liaise with bank on creating banking procedures
- Establish standardized procedures for employees
- Exercise fraud protection measures
- Set up new clients and new employees with banks access
- Coordinate insurance audits with external auditor
- Randomly sample full-cycle internal audits of client accounts and provide reports and suggestions to respective partner
- Other projects and duties as assigned
Qualifications:
- Bachelor’s Degree is required
- 1+ years in similar role is preferred
- Intermediate knowledge of Positive Pay and banking systems
- Intermediate knowledge of taxation, bookkeeping, general accounting, and insurance
- Proven knowledge of GAAS, COSO and GAAP
- Advanced knowledge of Excel is highly preferred
- Familiarity with AgilLink is preferred
- Ability to interact with employees at all levels of organization
- Ability to look at problems from various viewpoints
- Strong verbal and written communication skills
- Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
This is an non-exempt, temporary position. The annualized base pay range for this role is expected to be between $55,000 - $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. 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.
For information on our Job Applicant Privacy Notice, please click here.
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 [email protected].
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.
