Modern Woodmen is currently looking for an Operations Assistant to provide clerical support to MWA Financial Services, Inc. (MWAFS) a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America. This includes reviewing approved transactions done by Principals to create computer records of accounts and transactions for broker/dealer operations.

Modern Woodmen of America is the nation’s third largest fraternal benefit society with assets over $17B. Fraternal benefit societies are unique membership organizations with peculiar names 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:

• Review transactions approved by principal and create appropriate computer records of accounts and transactions.
• Request additional information or completion of forms as determined by MWAFS’ policy and regulatory compliance issues.
• Process broker/dealer changes from Field representatives.
• Prepare manual copies of all daily transaction requests and appropriate forms.
• Mail transaction requests and supporting documents to investment companies.
• Prepare paper documents for scanning and determine appropriate image location.
• Prepare a variety of periodic correspondence and bulk mailings for distribution.
• Perform other duties and back-up other staff, as requested.

What we need:

• High School diploma.
• Strong attention to detail and accuracy necessary for data entry work.
• Excellent communication and administrative skills.
• Ability to organize and prioritize daily tasks to meet scheduled deadlines.
• Ability to work independently and be a productive member of the team.
• Proficient in Microsoft Office.

What we offer:

• Pay: The hourly pay for this position is $19.00. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time hybrid position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Hybrid positions work at least 3 days in office and the remaining days each week working from home. Employees beginning to work in a new hybrid role will be asked to work on-site (5 days a week) during the initial training period which may be up to 1 year.
• Stability: Modern Woodmen has been Modern Since 1883SM and exists for our members. We make long-term decisions that provide stability to 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.
• 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
• Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents’ premiums.
• Group Term Life Insurance
• Long-term and short-term disability.
• Voluntary benefits: Vision, Flexible Savings Accounts, 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.