Office Assistant

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

Benefits offered by this job

401k with company match

Unlimited PTO for managers and above

Summer Fridays at 1pm

Tuition reimbursement for advanced deg

Job summary

SAX Advisory Group, LLC is seeking a full-time Office Assistant for its New York City team, reporting to the Manager of Administration. This on-site role supports the Shared Services Department with front-desk duties and document handling using Sax Portal and GFR.

The position requires strong organizational skills and reliability. Typical duties include handling calls, greeting visitors, arranging rooms and meals, tracking deliveries, and assisting Finance with invoices.

Qualifications

• Maintains confidentiality in all aspects of position.
• Excellent organizational skills and ability to multi-task.
• Excellent interpersonal and dependable personality.

Responsibilities

• Answer incoming calls, greet visitors, and notify staff using Teams and Outlook.
• Notify Partners/staff of incoming documents via Sax Portal or eFax.
• Set up conference rooms and place meal orders for meetings.
• Coordinate monthly birthday treats.
• Track delivery receipts and route workflows in GFR.
• Assist Finance with entering monthly charges and mailing invoices.
• Support Firm projects and provide backup to other Office Assistants.

Skills

Microsoft Office

Word

Excel

Outlook

Microsoft Teams

GFR

Typing 35 WPM

Tools

GFR

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-timeOffice 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:

A non-inclusive list of duties and responsibilities is outlined below. This list is only a guideline of what to expect in the position. New duties and responsibilities may develop as the position and employee evolve and the job description will change accordingly. This is a Non-Exempt position.

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:

Maintains confidentiality in all aspects of position. Maintains the ability to use grammatical, spelling and punctuation skills effectively. Must have excellent organizational skills and the ability to multi-task. Possesses excellent interpersonal skills as well as a cooperative and dependable personality.

• 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. 15 th - April 15 th , and Sept. 1 st - Oct. 15 th
• 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 - $55,000 USD