Part-Time Administrative Assistant — Client Services

Ameriprise Financial Services, LLC; Iowa (LA); On-site; USD 29,000 - 36,000; Part time

Job summary

Constellation Wealth Group in Plymouth, MN is seeking an Administrative Assistant (Part-Time) to be the first point of contact for clients, supporting daily operations and delivering an exceptional client experience.

The role begins part-time (25-30 hours weekly) with potential to grow to full-time as the practice expands. Responsibilities include scheduling, document gathering, client communications, and assisting advisors, while maintaining confidentiality in a professional office setting.

Qualifications

• 1–2 years of professional client service or administrative experience.
• Excellent verbal and written communication.
• Strong organizational and time-management abilities.
• Willingness to learn and maintain confidentiality.

Responsibilities

• Welcome and assist clients in a professional and friendly manner
• Schedule appointments and manage calendars
• Prepare for client meetings and follow-up activities
• Gather client information and documentation
• Process applications and track them through completion
• Answer client questions and provide exceptional service
• Coordinate with service teams to resolve client issues
• Maintain client files and records
• Handle incoming and outgoing mail
• Support daily office operations and administrative functions
• Assist advisors and team members with special projects
• Support client events and marketing touchpoints
• Maintain marketing materials and website updates

Skills

Verbal & written communication

Organizational skills

Time management

Client service mindset

Multi-tasking

Education

Associate’s Degree or higher

Job description

Constellation Wealth Group in Plymouth, MN is seeking an Administrative Assistant (Part-Time) to be the first point of contact for clients, supporting daily operations and delivering an exceptional client experience.

The role begins part-time (25-30 hours weekly) with potential to grow to full-time as the practice expands. Responsibilities include scheduling, document gathering, client communications, and assisting advisors, while maintaining confidentiality in a professional office setting.