Part-Time Client Experience & Admin Specialist

Jambalaya Group; Plymouth, Northern (MN, KY); Hybrid; USD 29,000 - 36,000; Part time

Job summary

Constellation Wealth Group is seeking an Administrative Assistant to join our growing wealth management team in Plymouth, MN. This part-time role supports client service and daily operations, with potential to expand to full-time as the practice grows.

The successful candidate will handle client communications, calendar management, and file preparation while learning the firm’s processes. Training is available and prior financial services experience is helpful but not required.

Qualifications

• Experience in financial services is helpful but not required.
• Willing to train the right individual who demonstrates strong communication skills and professionalism.
• Ability to manage multiple priorities and provide excellent client service.

Responsibilities

• 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.

Skills

Client service

Communication

Organization

Professionalism

Tools

Ameriprise Client Secure Site

Job description

Constellation Wealth Group is seeking an Administrative Assistant to join our growing wealth management team in Plymouth, MN. This part-time role supports client service and daily operations, with potential to expand to full-time as the practice grows.

The successful candidate will handle client communications, calendar management, and file preparation while learning the firm’s processes. Training is available and prior financial services experience is helpful but not required.