Administrative Assistant - Part Time

What You'll Do

• 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
• Cook up with service teams to resolve client issues
• Process money movement requests and service-related paperwork
• Absorb incoming calls and direct inquiries appropriately
• Maintain timely communication with clients and team members

What We're Looking For

• 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

Required Skills & 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

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
• Potential for the position to expand into a full-time role

Equal Opportunity Employer

The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.