Financial Services Administrative Assistant

Are you a detail-driven professional? Do you enjoy being the go-to person who keeps everything running smoothly? Join MWA Financial Services, Inc. (MWAFS), a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America, as a Financial Services Administrative Assistant to support our President and the key departments of MWAFS Marketing, Compliance, Licensing, Accounting, and Operations with high-impact administrative and clerical support. This is more than a desk job, it’s a chance to be at the heart of a dynamic financial services team, where your organizational skills and proactive mindset will make a real difference.

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.

Responsibilities:

• Be the welcoming face and voice of MWA Financial Services, Inc. Greet guests, handle calls, and help resolve inquiries.
• Coordinate quarterly board and broker-dealer meetings, including reports, presentations, invites, and virtual logistics.
• Create stunning, professional presentations that tell a compelling story.
• Manage incoming communications (mail, email, and faxes) with precision.
• Support leadership with reports, agendas, correspondence, and more.
• Handle expense reports, travel reimbursements, and corporate credit card transactions.
• Order and ship supplies for field representatives and maintain office inventory.
• Maintain corporate files and ensure licensing records are up to date.
• Arrange travel and accommodation for executives and management.
• Oversee insurance licensing for the firm and President, including renewals and continuing education.

What we need:

• Associate’s degree and 3 years of related experience in an administrative role.
• Designations: LOMA level I. Working towards FLMI.
• Mastery of Microsoft Office, especially Outlook, Word, Excel, and PowerPoint.
• Ability to juggle multiple priorities with speed and grace.
• A curious mind and a flexible attitude toward change.
• Impeccable attention to detail and time management.
• Discretion and professionalism in handling sensitive information.
• Strong collaboration skills and a customer-first mindset.
• Excellent written and verbal communication skills.

What we offer:

• Pay: The hourly pay for this position is $23.75. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time, office focused position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7 a.m.-9 a.m. Office focused positions work on-site due to the nature of the work and have limited remote days.
• Stability: Modern Woodmen has been Modern Since 1883® and exists for our members. We make long-term decisions that provide stability for our employees, financial representatives, and members.
• Respect for personal time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
• Professional growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A beautiful office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
• On-site Café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
• A thriving local community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season.
• Exceptional benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
  • Company-paid retirement plan
  • Matching 401(k) plan
  • Employee Impact Bonus
  • Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
  • Group term life insurance.
  • Long-term and short-term disability.
  • Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.

Salary : $24