Virtual Assistant

Lakewood Advisors, LLC is a growing financial services firm based in New York City, dedicated to delivering expert advisory solutions to our clients. We're looking for a motivated and detail-oriented Virtual Assistant to join our team on a part-time, on-site basis. This role offers an excellent opportunity to develop your administrative and customer service skills while contributing to a dynamic, fast-paced environment. Located in the heart of New York City, this position allows you to engage directly with our team and clients, supporting critical operational functions that drive our success. Key Responsibilities Deliver exceptional customer service by promptly addressing inquiries and resolving issues across phone, email, and chat channels, ensuring a high client satisfaction rate. Perform accurate and efficient data entry tasks, maintaining up-to-date records and databases with attention to detail to support compliance and reporting needs. Manage calendars, schedule appointments, and coordinate meeting logistics to optimize team productivity and time management. Create and maintain organized digital filing systems, ensuring easy retrieval and secure storage of important documents. Support team members with diverse administrative tasks, fostering smooth workflows and collaboration within the office. Utilize technology tools such as Microsoft Office Suite and Google Workspace to streamline processes and enhance overall efficiency. Multitask effectively by prioritizing competing demands in a fast-paced environment, meeting deadlines without compromising quality. What We're Looking For Required: High School Diploma or equivalent educational credential. Strong organizational skills with exceptional attention to detail. Proficiency in data entry and familiarity with Microsoft Office Suite and Google Workspace. Excellent verbal and written communication skills to interact professionally with clients and team members. Demonstrated ability to multitask and prioritize effectively under pressure. Tech-savvy mindset with quick adaptability to new software and digital tools. Preferred: Previous experience in an administrative or virtual assistant role within a professional services environment. Basic knowledge of financial services industry terminology and practices. Experience supporting remote or hybrid teams. What We Offer Competitive pay at $32 per hour, reflecting New York City market standards for part-time virtual assistants. Health insurance options to support your well-being and peace of mind. Paid time off to maintain a healthy work-life balance. Retirement plan opportunities to help you plan for your future. Professional development and career advancement opportunities within Lakewood Advisors, LLC. Dynamic work environment in a central NYC location fostering collaboration and growth. Frequently Asked Questions Is this position remote? No, this role is on-site in our New York City office to facilitate direct team collaboration. What are the typical working hours? This is a part-time position with flexible scheduling options, generally during standard business hours. What software will I need to use? You will primarily use Microsoft Office Suite, Google Workspace, and internal communication tools. Is prior experience mandatory? While preferred, previous administrative experience is not required; we provide training and support. What growth opportunities are available? We encourage professional growth with opportunities to take on more responsibilities and advance within the company. How do I apply? Submit your resume and cover letter through our online application portal. We review applications promptly and aim to fill the position quickly. For more information about administrative roles in New York City: Bureau of Labor Statistics - Administrative Assistants Ready to take the next step in your career? Join Lakewood Advisors, LLC as a Virtual Assistant and contribute to a thriving team in New York City. Apply today to start you