Part-Time Wealth Practice Assistant for Client Experience

Jambalaya Group; Plymouth (MN); On-site; USD 29,000 - 36,000; Part time

Job summary

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.

Qualifications

• 1–2 years of professional client service or administrative 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
• 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

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
• 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
• 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
• 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
• Assist with client onboarding and data entry as needed

Job description

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.