Position Summary
Gelfand, Rennert & Feldman is seeking Senior Administrative Assistant with financial services exposure to join our team of dedicated professionals. The Senior Administrative Assistant is responsible for a variety of administrative tasks to support the operations of their assigned office and Managing Director(s). The on-site work arrangement may be adjusted or altered to full the needs of the role, including working in-office for (5) days per week. This position is based out of Nashville, TN. This position is hybrid out of Nashville, TN.
Primary Responsibilities
- Manage day to day schedule and commitments of remote and/or in-office Executive(s)
- Provide support for pick-ups, drop-offs, and deliveries
- Maintain filing systems and other general office duties
- Screen calls; establish oneself as point of contact with employees as well as business network
- Keep calendar, schedule meetings, process expense reports, and make travel arrangements
- Assist with monthly client billing, timesheets, expense reports
- Special projects and events as needed
- Assisting with tax correspondence
- Assist with coverage for Administrative Assistants and Receptionist, as needed
- Other projects and duties as assigned
Qualifications
- High School Diploma is required along with 2+ years in a similar role
- Associate's degree is preferred with 3+ years in a similar role
- Must be incredibly detail oriented and possess strong organizational skills
- Proficiency in Microsoft Office Suite, especially Excel and Word
- Professional, level-headed demeanor
- Ability to problem solve in a variety of business situations
- Willing to pursue Notary Public commission (at the cost of the Firm)
- Strong verbal and written communication skills
- 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 $48,000 to $57,000. 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.
For information on our Job Applicant Privacy Notice, please click here.
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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 [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.
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What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
