# Part-Time Administrative Assistant

**Company:** [Jambalaya Group](null/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Plymouth, United States
**Workplace:** on site
**Department:** Kim

[Apply for this job](null/view/c86a8a61-3a2d-4caa-9a19-2deaf259287e)

## 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.

## 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