Finance Ops Intern — Summer, On‑Site, Mentorship & Impact

Modern Woodmen of America

Rock Island (IL)

On-site

USD 23,000 - 32,000

Full time

41 hours ago
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Benefits offered by this job

Mentor program
Office in Rock Island
On-site café
Paid holidays

Job summary

Modern Woodmen of America is offering a Financial Services Operations Intern position in Rock Island, IL. The 11-week, full-time internship provides exposure to operations, compliance, and marketing/product needs within a broker-dealer and RIA setting.

It offers hands-on data analysis, research, and system-focused work under home-office mentorship. The role emphasizes due diligence, training development for field representatives, and financial planning research, with on-site work and an hourly

Qualifications

  • Pursuing a bachelor’s degree in a business or data analytics field.
  • Strong written and verbal communication abilities.
  • Excellent organizational and problem-solving skills.

Responsibilities

  • Maintain and organize due diligence for product offerings.
  • Assist in development of training for registered representatives.
  • Support financial planning and market research efforts.
  • Research financial services and compliance topics.
  • Assist with project implementation across operations/tech and investments.
  • Collect, analyze, and report on financial and operating data.
  • Review web content and support site enhancements.
  • Perform other duties as requested.

Skills

Communication skills
Detail oriented
Critical thinking

Education

Bachelor’s degree in progress (business/data analytics)

Tools

Microsoft Word
PowerPoint
Excel

Job description

Modern Woodmen of America is offering a Financial Services Operations Intern position in Rock Island, IL. The 11-week, full-time internship provides exposure to operations, compliance, and marketing/product needs within a broker-dealer and RIA setting.

It offers hands-on data analysis, research, and system-focused work under home-office mentorship. The role emphasizes due diligence, training development for field representatives, and financial planning research, with on-site work and an hourly

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