Part-Time Administrative Assistant

Jambalaya Group; Plymouth (MN); On-site; USD 27,000 - 34,000; Part time

Job summary

Constellation Wealth Group is hiring a part-time Administrative Assistant to join our Plymouth, MN office. As the first point of contact for clients, you will provide courteous service, manage calendars, prepare meetings, and handle applications with accuracy. This role offers growth into a full-time position as the practice expands.

Ideal candidates are organized, proactive, and communicate effectively, with a willingness to learn and deliver outstanding service in a professional office setting.

Qualifications

• 1-2 years of client service or administrative experience in a professional setting.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities; detail-oriented.

Responsibilities

• Welcome clients in a professional, friendly manner.
• Schedule appointments and manage calendars.
• Prepare for client meetings and assist with follow-up activities.
• Gather client information and documentation; complete applications.
• Coordinate with service teams and resolve client issues.
• Process related paperwork and money movement requests.
• Support clients’ use of online tools and portals.

Skills

Client service

Organizational

Communication

Time management

Professional demeanor

Confidentiality

Problem solving

Education

Associate degree or higher preferred

Tools

Ameriprise Client Secure Site

CRM software

Job description

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.

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 prioritiesSupport 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.

Compensation

• $21-$26 per hour (non-exempt), based on experience
• no benefits