Office Assistant - Destination Wealth Advisors
About The Position
Destination Wealth Advisors is a small but growing wealth management first that believes financial advice should feel personal, thoughtful, and long-term. We collaborate closely with individuals, families, and business owners to help them make smart decisions about their money and build confidence in their financial future. Because we are a smaller firm, you will not be stuck doing just one task all day. You will get real experience from day one. We are seeking a detail-oriented, organized professional to join our team in a non-advisor, office assistant role. This position is ideal for someone who enjoys structure, problem-solving and supporting a team. You will play a key role in delivering an exceptional client experience while keeping our operations running smoothly behind the scenes. This role is not a sales position and is not designed as a pathway to becoming a financial advisor. It is an opportunity to build expertise in client service, financial operations, and practice management within a growing firm. This opportunity is full-time (approximately 35-38 hours per week). It is an in-office position (4 days/week, 1 day/remote) in the heart of Mooresville. Compensation depends on experience and skill levels. Salary range is between $27,000 - $38,000 annually. Performance / Compensation reviews annually.
Requirements
- Two-year Associates Degree (preferred but not required) OR two or more years in the banking or financial industry.
- Strong organization, time management and follow-up skills
- Clear, professional communication skills
- Comfortable with Excel, spreadsheets and learning new software
- Positive, dependable team player who is eager to learn
Responsibilities
- Coordinate & manage client account paperwork and processing
- Assist with account openings, transfers, and maintenance
- Respond to client service requests promptly and professionally
- Monitor pending transactions and follow through to completion
- Ensure everything is handled accurately and on time
- Maintain accurate client records in CRM systems
- General clerical office tasks
- Support compliance & documentation standards
- Help advisors stay organized and prepared
- Monitor workflows and identify process improvements
- Contribute to a smooth high-quality client experience
Benefits
- Paid Holidays (Approximately 10 days)
- 2 Weeks Paid Vacation
- 401K
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
