Part-Time Administrative Assistant in Plymouth, MN

Administrative Assistant (Part-Time) Constellation Wealth Group Location: Plymouth, MN - Please do not contact the office directly Schedule: Part-Time (25-30 hours weekly - 4 days a week may be considered - 5-6 hours daily) Compensation: $21-$26 per hour (non-exempt), based on experience Join a Growing Wealth Management Practice Constellation Wealth Group is seeking a professional, organized, and client-focused Administrative Assistant to join our growing team. As the first point of contact for clients, this position plays a critical role in delivering an exceptional client experience and supporting the daily operations of a busy wealth management practice. This role is well-suited for someone who enjoys building relationships, managing multiple priorities, and serving as a trusted resource for both clients and team members. Financial services experience is helpful but not required. We are willing to train the right individual who demonstrates strong communication skills, professionalism, a willingness to learn, and a commitment to providing outstanding service. The position will begin as part-time with the opportunity to grow into a full-time role as the practice continues to expand over the long term. What You'll Do Client Service & Client Experience Welcome and assist clients in a professional and friendly manner Schedule appointments and manage advisor calendars Prepare for client meetings and assist with follow-up activities Gather client information and documentation Prepare applications and track them through completion Answer client questions and provide exceptional service Coordinate with service teams to resolve client issues Process money movement requests and service-related paperwork Assist clients with the Ameriprise Client Secure Site and other online tools Manage incoming calls and direct inquiries appropriately Maintain timely communication with clients and team members Administrative & Practice Management Maintain client files and records Process incoming and outgoing mail Maintain compliance with office procedures and documentation standards Manage task lists, calendars, and workflow priorities Support daily office operations and administrative functions Assist advisors and team members with special projects as needed Marketing & Client Engagement Assist with client appreciation events and seminars Support client communication campaigns and touchpoints #J-18808-Ljbffr Jambalaya Group