Office Assistant

SAX Advisory Group • New York, NY

8d • Onsite

About The Position

Sax Advisory Group, LLC is seeking a full-time Office Assistant to join its expanding New York City team. This on-site position is part of the Shared Services Department and reports directly to the Manager of Administration. The role supports the firm’s daily office operations, including communication, visitor reception, meeting preparation, document and delivery tracking, and administrative assistance to Finance and other teams. This is a non-exempt position. Business or business-casual attire is required at all times.

The expected workweek is 40 hours, Monday through Friday, from 8:30 a.m. to 5:30 p.m. Vacation blackouts apply from February 15 through April 15 and September 1 through October 15. Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

• Maintain confidentiality in all aspects of the position.
• Use grammar, spelling, and punctuation effectively.
• Have excellent organizational skills and the ability to multitask.
• Have excellent interpersonal skills and a cooperative, dependable personality.
• Be proficient in Microsoft Office, specifically Word, Excel, and Outlook.
• Type at least 35 words per minute.
• Be able to sit for extended periods.
• Wear business or business-casual attire at all times.
• Be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

• Experience with Microsoft Teams.
• Experience with GFR.

Responsibilities

• Answer incoming calls, greet visitors, and notify Partners and staff using Microsoft Teams and Outlook.
• Notify Partners and staff of incoming documents received through the Sax Portal and/or eFax.
• Set up conference rooms and place meal orders for internal and client meetings.
• Coordinate monthly birthday treats.
• Track certified mailing receipts, save proof of delivery in GFR, and route workflows accordingly.
• Track FedEx deliveries of client documents, save proof of delivery in GFR, and route workflows accordingly.
• Assist Finance with entering monthly charges and mailing invoices or statements when requested.
• Work on various firm projects as requested.
• Provide backup to other Office Assistants.

Benefits

• Top-tier health, dental, and vision plans.
• Flexible Spending Account (FSA) and Health Savings Account (HSA).
• Medical and dependent care benefits.
• Life and voluntary life insurance.
• Short- and long-term disability insurance.
• 401(k) plan with matching contribution.
• Defined contribution plan (profit sharing).
• Customized work arrangements.
• Floating holidays and volunteer PTO.
• Unlimited PTO for Managers and above.
• Referral bonus program.
• Tuition reimbursement for advanced degrees.
• Healthy Living Reimbursement Program.
• Health and Wellness App subscription.
• CPA and EA reimbursement for study materials and exams.
• AICPA and CPA State Society membership reimbursement for Managers and above.
• OnDemand access to industry-leading CPE courses.
• Summer Fridays at 1 p.m.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed