Financial Services Operations Intern

Modern Woodmen of America

About the Role

• As a Financial Services Operations Intern at Modern Woodmen of America, you will contribute to a variety of strategic goals and initiatives within MWA Financial Services, Inc.
• This multi-disciplinary position supports the operations, compliance, and marketing/product needs of our broker dealer and Registered Investment Advisory firm.
• Interns will gain hands-on experience working with systems and technology to enhance our service offerings, while learning directly from experienced home office staff.
• The role will deepen your understanding of the financial services industry and diversify your skills in data analysis, research, systems, and investment products.
• Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with assets over $18 billion. 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.

Key Responsibilities

• Maintaining and organizing due diligence associated with our product offerings.
• Aid in the development of training for our registered representatives field force.
• Assist with financial planning and marketing research.
• Help in researching various financial services and compliance-related topics.
• Assist with project implementation for various operations/tech, compliance, and investment product initiatives.
• Collect, compile, analyze, and report on financial and operating data.
• Support internal and external web content review and conduct necessary site enhancements.
• Perform other duties as requested.

Requirements & Tech Stack

• Proficiency in Microsoft Word, PowerPoint, and Excel.

Qualifications

• Third- or fourth-year pursuing a bachelor’s degree, preferably with a business and/or data analytics major.
• Excellent communication skills.
• Detail oriented, exhibiting excellent organizational, time management, and problem-solving skills.
• Critical thinking and ability to troubleshoot solutions.

Internship Program Details

• Modern Woodmen’s summer internships are ideal for current college students interested in exploring the financial services industry.
• The program offers an opportunity for students to gain real-life work experience related to their studies while connecting with a mentor in their field.
• Pay: The hourly pay for this position is $20.00.
• Work Arrangements: This is a full-time, 11-week, office-focused summer internship 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 to our employees, financial representatives, and members.
• Respect for personal time: We offer vacation, flexible start time between 7 a.m. and 9 a.m., and paid holidays.
• 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: 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.
• Internship Benefits:
• Paid vacation
• Paid holidays