Administrative Assistant

Administrative Assistant (Part-Time) Constellation Wealth Group Location: Plymouth, MN Schedule: Part-Time (25-30 hours weekly - 4 days a week may be considered - 5-6 hours daily - potential for full-time growth) 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. The ideal candidate is proactive, detail-oriented, highly organized, and enjoys helping others while working in a professional office environment. 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. 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 Maintain website updates and marketing materials Utilize marketing tools to distribute client communications and updates What We're Looking For Required Skills & Qualifications 1-2 years of professional client service, administrative, hospitality, banking, healthcare, retail management, or similar experience Excellent verbal and written communication skills Strong organizational and time-management abilities Ability to prioritize multiple tasks in a fast-paced environment Professional demeanor and strong interpersonal skills High attention to detail Strong problem-solving skills Ability to maintain confidentiality and exercise discretion Commitment to providing outstanding client service Preferred Qualifications Associate's Degree or higher preferred, but not required Experience in a professional office environment Experience in banking, insurance, financial services, legal, healthcare, or similar client-focused industries Experience managing calendars and scheduling appointments What Makes Someone Successful in This Role? The Ideal Candidate Enjoys helping people Communicates clearly and confidently Is proactive and willing to ask questions Can remain calm and professional under pressure Takes ownership of responsibilities Is dependable and highly organized Learns quickly and embraces feedback Demonstrates integrity, honesty, and professionalism Why Join Constellation Wealth Management? Opportunity to work directly with clients and make a meaningful impact Supportive and collaborative team environment Exposure to the financial planning industry Ongoing professional development and learning opportunities Potential for long-term career growth Opportunity for the position to expand into a full-time role If you are a highly organized professional who enjoys helping others, building relationships, and being an integral part of a growing team, we would love to hear from you. Equal Opportunity Employer The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws. #J-18808-Ljbffr