Financial Services Operations Intern

Modern Woodmen of America; Rock Island (IL); On-site; USD 23,000 - 32,000; Full time

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

As a Financial Services Operations Intern at Modern Woodmen of America, you will contribute to a variety of strategic goals and initiatives withing 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 experiences home office staff. The role will deepen your understanding of 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.

Responsibilities:

• Maintaining and organizing due diligence associated with our product offerings.
• Adi 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.

What we need:

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

What we offer:

• Internship program information: 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. The specific rate will depend on the successful candidate’s qualifications and prior experience. Applicants must be legally authorized to work in the United States without the need for current or future employment‑based sponsorship. We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship.
• 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: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. 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. It’s home to more than our share of artists, festivals, and fun in every season.
• Paid vacation
• Paid holidays

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.

Equal Opportunity Employer

Equal Opportunity Employer

Financial Services Operations Intern

As a Financial Services Operations Intern at Modern Woodmen of America, you will contribute to a variety of strategic goals and initiatives withing 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 experiences home office staff. The role will deepen your understanding of 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.

Responsibilities:

• Maintaining and organizing due diligence associated with our product offerings.
• Adi 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.

What we need:

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