Office Assistant

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

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We are looking for a full-time Office Assistant to join our expanding New York City team. In this on-site role, you will be part of the Shared Services Department and report directly to the Manager of Administration.

Essential Duties And Responsibilities

Responsibilities

• Primary responsibility for answering incoming calls, greeting visitors, and notifying Partners/staff of same utilizing Microsoft Teams and Outlook
• Primary responsibility for notifying Partners/staff of incoming documents via the Sax Portal and/or eFax
• Setting up conference rooms and placing meal orders for internal and client meetings
• Coordinating 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 out invoices/statements when requested
• Work on various Firm projects as requested
• Provide backup to other Office Assistants

Business or Business Casual attire is required at all times.

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
• Must be able to sit for extended periods of time
• Expected workweek is 40 hours, 8:30am-5:30pm Monday through Friday
• Vacation blackouts exist from Feb. 15th – April 15th, and Sept. 1st – Oct. 15th

Comprehensive Benefits Package Includes

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k 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 Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New York Pay Range: $55,000 USD - $55,000 USD