Administrative Assistant
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
Benefits
- Ongoing professional development and learning opportunities
- Opportunity for the position to expand into a full-time role
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
