Internal Audit and Bank Operations Assistant

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
• Coincide 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

Pay

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.

Schedule

This is a temporary position where this employee will be based out of our Encino, CA or our Century City, CA office. 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.

Benefits

This is an non-exempt, temporary position. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here.