Office Assistant - Destination Wealth Advisors

Full-Time (Mooresville, NC) – Financial Office Assistant

Who We Are

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.

Role Description

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.

Client Service & Support

*Coordinate & manage client account paperwork and processing

*Assist with account openings, transfers, and maintenance

*Respond to client service requests promptly and professionally

Operations & Administration

*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

Team Support

*Help advisors stay organized and prepared

*Monitor workflows and identify process improvements

*Contribute to a smooth high-quality client experience

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

Benefits

We offer competitive compensation, a collaborative environment, and opportunities for building expertise within the operational side of the business.

*Paid Holidays (Approximately 10 days)

*2 Weeks Paid Vacation

*401K