Internal Audit and Bank Operations Assistant

Focus Financial Partners•Los Angeles, CA

8d•$55,000 - $65,000•Hybrid

About The Position

Gelfand, Rennert & Feldman (GRF) is seeking an Internal Audit and Bank Operations Assistant to join their team. This role is responsible for assisting with the internal audit controls of the firm. Focus Financial Partners and GRF offer a hybrid work schedule, which may be adjusted based on the needs of the role, potentially requiring 3+ days in the office per week. This is a temporary position based out of the Encino, CA or Century City, CA office.

Requirements

Bachelor’s Degree is required
Intermediate knowledge of Positive Pay and banking systems
Intermediate knowledge of taxation, bookkeeping, general accounting, and insurance
Proven knowledge of GAAS, COSO and GAAP
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

Nice To Haves

1+ years in similar role is preferred
Advanced knowledge of Excel is highly preferred
Familiarity with AgilLink is preferred

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