Where is Modern Woodmen of America headquartered?

Modern Woodmen is headquartered in Rock Island, Illinois, with offices and representatives serving communities throughout the United States.

How long has Modern Woodmen been in business?

Modern Woodmen of America was founded in 1883, giving the organization over 140 years of experience protecting families and strengthening communities through financial services.

What makes Modern Woodmen different from other financial services companies?

As a member-owned fraternal benefit society, Modern Woodmen combines financial services with community engagement and volunteer initiatives. This unique structure means the organization is owned and operated by its members, creating a purpose-driven approach focused on improving quality of life for both members and their communities.

How many employees does Modern Woodmen have?

Modern Woodmen has 1,001-5,000 employees supporting its mission to serve nearly 700,000 members across the United States with financial guidance and community programs.

What is Modern Woodmen's company culture like?

Modern Woodmen's culture emphasizes purpose-driven work, community engagement, collaboration, and accountability. The organization values employees who are passionate about helping families achieve financial stability while making tangible differences in their local communities through volunteer initiatives and educational programs.

Has Modern Woodmen received recognition as an employer?

Yes, Modern Woodmen has been named one of the world's best employers by Forbes and maintains a 4.0 rating on Glassdoor, reflecting its commitment to employee satisfaction and professional growth.

Modern Woodmen of America: Fraternal Financial Services

Modern Woodmen of America: Member Owned Financial Services With Community Impact

Modern Woodmen of America stands as a distinctive member-owned fraternal benefit society that has been protecting families and strengthening communities since 1883. Headquartered in Rock Island, Illinois, this unique financial services organization serves nearly 700,000 members nationwide through a network of over 1,000 representatives, combining comprehensive financial guidance with meaningful community engagement that sets it apart from traditional financial institutions.

Fraternal Financial Services Excellence

As a nonprofit organization with annual revenue between $1-5 billion, Modern Woodmen specializes in life insurance, retirement planning, and comprehensive financial services. What makes this organization truly distinctive is its fraternal structure-owned and operated by its members, creating a purpose-driven approach to financial security that extends far beyond typical services. This member-centric model fosters a collaborative work environment where employees contribute to both individual financial wellness and broader community development.

Community Centered Culture and Values

Modern Woodmen's culture reflects its core mission: improving quality of life for members and the communities where they live, work, and play. The organization emphasizes:

Purpose-driven work focused on securing futures and strengthening families
Community engagement through local volunteer projects and educational initiatives
Collaborative environment that values both financial expertise and social responsibility
Professional growth with exposure to client service, operations, and business development
Stability and recognition including Forbes ranking as one of the world's best employers

Career Growth and Professional Development

With a workforce of 1,001-5,000 employees and a 4.0 Glassdoor rating, Modern Woodmen offers professionals the opportunity to join an organization with 140+ years of stability and growth. The company's dual focus on financial protection and community impact creates meaningful career paths where employees develop expertise in financial services while making tangible differences in hometown communities across America. Team members thrive in a growth-oriented culture that values initiative, accountability, and teamwork-where professional advancement goes hand-in-hand with purposeful work that touches lives and secures futures.

Mission

Modern Woodmen exists to improve quality of life for our members and the communities where they live, work and play. We do this through financial guidance and social, educational and volunteer activities.

Frequently Asked Questions

Modern Woodmen serves nearly 700,000 members nationwide through a network of over 1,000 representatives, providing life insurance, retirement planning, and comprehensive financial services.

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Jobs for Modern Woodmen of America in United States

Modern Woodmen of America
27215 Burlington, NC
2 days ago

Modern Woodmen of America

A Modern Woodmen of America Company

Office Assistant

27215 Burlington, NC · 2 days ago

Website:www.modernwoodmen.org

Size:1,001-5,000 employees

Description

'''html About the Company

Modern Woodmen of America is a fraternal financial services organization dedicated to securing futures through personalized financial guidance and community-focused programs. Since 1883, we've united people to build stronger families and communities through meaningful volunteer initiatives and sound financial planning. Our Burlington office is a collaborative environment that combines financial advising and tax strategy services under one roof-serving families, professionals, and small-business owners year-round.

About the Role

We are seeking a Full-Time Front Office & Executive Assistant to support the Managing Partner, oversee daily operations, and create a welcoming client experience in our Burlington office. This position bridges both financial services and tax preparation operations, providing professional support to the Managing Partner and the Dual-Vision Tax Team. You will manage scheduling, greet and host clients, coordinate meetings, and ensure smooth day-to-day office operations. Your role is critical to keeping the office organized, professional, and client-focused so the Managing Partner can concentrate on coaching advisors, meeting clients, and growing the business.

Responsibilities

Client Experience & Front Desk Operations
Serve as the first point of contact-greet clients warmly, offer refreshments, and ensure they feel comfortable and valued.
Manage the lobby area and maintain a professional, welcoming atmosphere.
Handle phone calls and walk-ins, directing inquiries appropriately.
Scheduling & Office Coordination
Manage the Managing Partner's calendar, scheduling appointments across both financial and tax divisions.
Confirm client meetings, follow up on reschedules, and prepare materials for upcoming sessions.
Oversee daily office logistics, supplies, and meeting room readiness.
Administrative & Executive Support
Prepare and organize reports, presentations, and documentation for meetings.
Support the Managing Partner with recruiting, onboarding, and communications to team members.
Maintain confidential records and handle sensitive client information with discretion.
Tax & Financial Operations Support
Coordinate scheduling and client flow between the tax preparers, financial advisors, and the Managing Partner.
Assist with data entry, file organization, and CRM updates during peak seasons.
Track client visits, manage intake paperwork, and ensure client data is routed to the correct department.
Marketing & Community Support
Assist with social media updates, event coordination, and community outreach programs.
Help organize team-building, recognition, and volunteer events.

Qualifications

Education: High school diploma required; Associate's or Bachelor's degree preferred.
Experience: Prior administrative, receptionist, or office-coordination experience required-preferably in financial services, tax, or a professional office environment.
Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Familiarity with CRM systems and scheduling tools is a plus.
Interpersonal Skills: Warm, professional demeanor with strong communication and customer service skills.
Organization: Ability to multitask, prioritize, and maintain structure in a fast-paced environment.
Confidentiality: Must handle all client and firm information with care and discretion.

Schedule & Location

Hours: Monday-Friday, 9:00 AM - 5:00 PM (40 hours per week)
Location: Burlington, NC office (Dual-Vision Financial & Tax Center)
Hybrid Option: One or two work-from-home day per week after onboarding and performance review period

Why Join Modern Woodmen & Dual-Vision

Professional Growth: Work closely with leadership in both financial and tax industries-gain firsthand exposure to client service, operations, and business development.
Impactful Mission: Be part of an organization that strengthens families and communities through financial literacy and service.
Team Environment: Join a collaborative, growth-oriented culture that values initiative, accountability, and teamwork.
Stability & Benefits: Full-time role with competitive pay, retirement plan eligibility with company match, and career advancement opportunities.

About the Managing Partner

I'm Andrew McNeal, Managing Partner with Modern Woodmen of America. I lead a team of financial professionals who are passionate about helping others achieve stability and success. Our Burlington office represents the future of holistic planning-uniting financial and tax strategies under one roof. If you're organized, personable, and thrive in a client-focused environment, I'd love to meet you.

How to Apply

Send your resume and cover letter to [email protected] with the subject line: "Front Office & Executive Assistant Application." Creativity, initiative, and professionalism are encouraged!

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