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Senior Administrative Assistant

Focus Financial Partners · Nashville, TN

onsitefull-timesenior levelUSD 46k – USD 53k

About this role

 

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). Gelfand, Rennert & Feldman provides 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 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 $46,000 - $53,000. 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.

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.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. These include: Focus Partners Wealth SCS Financial, Focus Partners Family Office and OCIO Cardinal Point, Focus Partners Canada NorthCoast Asset Management Gelfand, Rennert & Feldman, Focus Partners Business Management Focus Partners Australia & Escala Partners 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. We believe talent is central to realizing our vision—so we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.

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