Dynamic NYC Office Assistant | Growth & Perks On-site

SAX; New York (NY); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health, Dental, Vision plans

FSA/HSA

401k with matching

Tuition reimbursement

Summer Fridays

Unlimited PTO (Manages and above)

Job summary

Sax Advisory Group, LLC is seeking a full-time Office Assistant to join our expanding New York City team. This on-site role is in the Shared Services Department and reports directly to the Manager of Administration.

Essential duties include handling calls, coordinating documents, setting up meetings, and assisting with invoices, with comprehensive benefits and an equal opportunity environment. The position requires 40 hours weekly, 8:30am–5:30pm, with vacation blackout periods.

Qualifications

• Proficiency in Microsoft Office, specifically Word, Excel and Outlook is required.
• Experience with Microsoft Teams is preferred.
• Experience with GFR is preferred.
• Must be able to type a minimum of 35 WPM.

Responsibilities

• Answer incoming calls, greet visitors, and notify Partners/staff using Microsoft Teams and Outlook.
• Notify Partners/staff of incoming documents via 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 and proof of delivery in GFR and route workflows accordingly.
• Track FedEx deliveries of client documents and proof of delivery in GFR and route workflows accordingly.
• Assist Finance with entering monthly charges and mailing out invoices/statements when requested.
• Work on various Firm projects as requested.
• Provide backup to other Office Assistants.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

GFR

Typing

Tools

GFR

Microsoft Teams

Job description

Sax Advisory Group, LLC is seeking a full-time Office Assistant to join our expanding New York City team. This on-site role is in the Shared Services Department and reports directly to the Manager of Administration.

Essential duties include handling calls, coordinating documents, setting up meetings, and assisting with invoices, with comprehensive benefits and an equal opportunity environment. The position requires 40 hours weekly, 8:30am–5:30pm, with vacation blackout periods.