Administrative Assistant - Part Time

Administrative Assistant (Part-Time)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 over the long term.What You'll DoClient Service & Client ExperienceWelcome and assist clients in a professional and friendly mannerSchedule appointments and manage advisor calendarsPrepare for client meetings and assist with follow-up activitiesGather client information and documentationPrepare applications and track them through completionAnswer client questions and provide exceptional serviceCoordinate with service teams to resolve client issuesProcess money movement requests and service-related paperworkAssist clients with the Ameriprise Client Secure Site and other online toolsManage incoming calls and direct inquiries appropriatelyMaintain timely communication with clients and team membersAdministrative & Practice ManagementMaintain client files and recordsProcess incoming and outgoing mailMaintain compliance with office procedures and documentation standardsManage task lists, calendars, and workflow prioritiesSupport daily office operations and administrative functionsAssist advisors and team members with special projects as neededMarketing & Client EngagementAssist with client appreciation events and seminarsSupport client communication campaigns and touchpointsMaintain website updates and marketing materialsUtilize marketing tools to distribute client communications and updatesRequired Skills & Qualifications1-2 years of professional client service, administrative, hospitality, banking, healthcare, retail management, or similar experienceExcellent verbal and written communication skillsStrong organizational and time-management abilitiesAbility to prioritize multiple tasks in a fast-paced environmentProfessional demeanor and strong interpersonal skillsHigh attention to detailStrong problem-solving skillsAbility to maintain confidentiality and exercise discretionCommitment to providing outstanding client servicePreferred QualificationsAssociate's Degree or higher preferred, but not requiredExperience in a professional office environmentExperience in banking, insurance, financial services, legal, healthcare, or similar client-focused industriesExperience managing calendars and scheduling appointmentsWhat Makes Someone Successful in This Role?Enjoys helping peopleCommunicates clearly and confidentlyIs proactive and willing to ask questionsCan remain calm and professional under pressureTakes ownership of responsibilitiesIs dependable and highly organizedLearns quickly and embraces feedbackDemonstrates integrity, honesty, and professionalismWhy Join Constellation Wealth Management?Opportunity to work directly with clients and make a meaningful impactSupportive and collaborative team environmentExposure to the financial planning industryOngoing professional development and learning opportunitiesPotential for long-term career growthOpportunity for the position to expand into a full-time roleIf 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 EmployerThe 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.