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 :

What we offer :

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