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 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

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?

• 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.