Senior Administrative Assistant
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Requirements
- 5+ years of administrative assistance experience
- High School Diploma or GED equivalent is required
- Associate's Degree preferred
- Experience with billable timekeeping is highly preferred
- Notary Public is a plus
- Familiarity with DocuSign
- Experience with Workday is a plus
- 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 attention to detail, 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
- Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
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- About Focus Financial Partners
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Benefits
Additional Information
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
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