Virtual Assistant

Lake Wood Advisors, LLC is a growing financial advisory firm based in the heart of New York City, committed to delivering exceptional client service and operational excellence. We're looking for a motivated Part-time Virtual Assistant to join our team on-site in NYC. This role offers a unique opportunity to contribute directly to our daily operations, enhance client satisfaction, and grow your administrative career within a supportive and dynamic environment. As a Virtual Assistant at Lake Wood Advisors, you will play a critical role in managing schedules, handling customer inquiries, and maintaining organized records that keep our office running smoothly. We value proactive team members who are eager to develop their skills and advance professionally. Join us and benefit from a competitive pay of $700 per week, health insurance, paid time off, and a retirement plan, all designed to support your work-life balance and career growth. Key Responsibilities Manage daily and weekly schedules to optimize team productivity and client appointments. Perform accurate data entry to maintain up-to-date client and operational records. Provide timely and professional customer service support, addressing inquiries and resolving issues efficiently. Coordinate communication tasks including emails, phone calls, and internal messaging to ensure seamless information flow. Assist in problem resolution by identifying challenges and proposing practical solutions. Maintain organized digital and physical filing systems to support operational efficiency. What We're Looking For Required: High School Diploma or equivalent credential. Strong organizational skills with attention to detail. Excellent verbal and written communication abilities. Ability to multitask and prioritize in a fast-paced office environment. Preferred: Previous experience in customer service or administrative roles, ideally within financial services or consulting. Familiarity with scheduling software and CRM systems. Proactive attitude with a willingness to learn and grow professionally. What We Offer Competitive weekly pay of $700 per week . Comprehensive health insurance coverage to support your well-being. Paid time off to maintain a healthy work-life balance. Retirement plan options to help you plan for your future. Opportunities for career development and advancement within the company. Supportive company culture with modern workplace benefits and on-site collaboration. Frequently Asked Questions Is this position remote? No, this role requires on-site presence 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, typically around 20-25 hours per week. What skills are most important for success? Strong organizational skills, effective communication, and a customer-focused mindset are essential. Is prior experience mandatory? While preferred, prior experience in customer service or administrative roles is not strictly required; we welcome motivated candidates eager to learn. What is the application process? Candidates can apply by submitting their resume and cover letter through our careers page or job portal. Selected applicants will be contacted for an interview promptly. Are there growth opportunities? Yes, Lake Wood Advisors encourages professional development and offers advancement opportunities based on performance and skill growth. According to the U.S. Bureau of Labor Statistics, administrative support roles in New York City typically earn between $600 and $900 per week part-time, positioning our offer competitively within the market. For more information on administrative roles and salary benchmarks, visit the U.S. Bureau of Labor Statistics . Ready to take the next step in your administrative career? Apply today to join Lake Wood Advisors, LLC and become an essential part of our thriving team in New York City.