The posting
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. 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.
Requirements
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.
Benefits
Compensation:
- $21-$26 per hour (non-exempt), based on experience
- no benefits
