Office Assistant

About the Role

As an Office Assistant, you'll play an important role in keeping the office organized and supporting our sales, operations, and management teams. This is an entry-level opportunity for someone who is dependable, organized, and eager to learn how a fast-moving financial services company operates.

Responsibilities

• Support Daily Office Operations: Help manage the day-to-day administrative needs of the office and ensure the workspace remains organized, stocked, and running smoothly.
• Assist With Client Files: Help organize and maintain client and funding files, including applications, bank statements, business documents, contracts, and other supporting documentation.
• Collect and Organize Documentation: Assist the team with requesting, receiving, organizing, and tracking documents needed to move business financing applications through the review process.
• Data Entry and CRM Updates: Enter and update client, application, and deal information in our CRM and internal systems while maintaining accurate records.
• Track and Distribute Business Data: Maintain, organize, and track incoming business and client data, ensuring information is accurately recorded and distributed to the appropriate sales representatives and internal teams in a timely manner.
• Support the Sales Team: Assist sales representatives with administrative tasks, document follow-ups, application preparation, and other day-to-day needs that allow the sales team to stay focused on clients.
• Coordinate With Internal Teams: Help facilitate communication between sales, underwriting, processing, and management to keep applications and funding requests moving efficiently.
• Monitor Incoming Communications: Help manage general office calls, emails, correspondence, and document requests and direct them to the appropriate team member.
• Assist With Funding Administration: Support the processing team with basic administrative tasks related to approvals, contracts, funding documentation, and completed deals.
• Maintain Office Supplies and Organization: Monitor office inventory, coordinate supply orders, and help maintain a professional and organized office environment.
• Provide General Administrative Support: Assist management and team members with scheduling, filing, scanning, copying, reports, spreadsheets, and occasional special projects.

Qualifications

• Strong organizational skills and attention to detail
• Clear and professional communication skills
• Comfortable working with computers, email, spreadsheets, and web-based systems
• Ability to manage multiple tasks and priorities in a fast-paced environment
• Dependable, punctual, and willing to take ownership of responsibilities
• Professional demeanor when communicating with clients and internal team members
• Ability to handle business and financial information with discretion
• Willingness to learn new systems and processes
• Experience with Microsoft Office, Google Workspace, or CRM systems is a plus
• Previous administrative, office, customer service, or financial services experience is helpful but not required

Compensation

$45,000-$50,000 annually, based on experience and qualifications

Why You'll Love It

• Learn the Industry: Gain hands-on exposure to the alternative financing and merchant cash advance industry.
• Career Growth: Learn how sales, underwriting, processing, and funding work together, creating opportunities to grow into other roles within the company.
• Fast-Paced Environment: Work alongside an ambitious team where no two days are exactly the same.
• Direct Impact: Your organization and follow-through will directly help our team serve business owners and close transactions efficiently.
• Midtown Manhattan Office: Work in a collaborative, energetic office environment in the heart of New York City.

What Success Looks Like

• Client and deal information is entered accurately and kept up to date.
• Documents are organized, complete, and easy for the team to access.
• Sales and processing teams receive timely administrative support.
• Follow-ups and internal requests don't fall through the cracks.
• The office remains organized and operates efficiently.
• You become someone the team can consistently rely on to get things done.