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.

• 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

• 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.

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  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

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