Hybrid Front Office & Executive Assistant — Growth in Finance

Modern Woodmen of America; Burlington (NC); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Retirement plan eligibility with company match

Career advancement opportunities

Job summary

A fraternal financial services organization is seeking a Full-Time Front Office & Executive Assistant in Burlington, NC. The role includes managing scheduling, greeting clients, overseeing daily office operations, and supporting the Managing Partner. Qualified candidates will have office coordination experience, strong customer service skills, and proficiency in Microsoft Office. This position offers professional growth, impactful mission, and a collaborative team environment while providing a hybrid work model after onboarding.

Qualifications

• Prior administrative or office-coordination experience required, preferably in financial services or a professional office.
• Must have a warm, professional demeanor with strong communication and customer service skills.
• Must handle all client and firm information with care and discretion.

Responsibilities

• Greet clients warmly and manage the lobby area.
• Schedule appointments and confirm client meetings.
• Prepare and organize reports and documentation for meetings.
• Assist with data entry and file organization during peak seasons.
• Help in organizing team-building and community outreach events.

Skills

Customer service skills

Organizational skills

Communication skills

Proficiency with Microsoft Office Suite

Education

High school diploma

Associate's or Bachelor's degree

Tools

CRM systems

Scheduling tools

Job description

A fraternal financial services organization is seeking a Full-Time Front Office & Executive Assistant in Burlington, NC. The role includes managing scheduling, greeting clients, overseeing daily office operations, and supporting the Managing Partner. Qualified candidates will have office coordination experience, strong customer service skills, and proficiency in Microsoft Office. This position offers professional growth, impactful mission, and a collaborative team environment while providing a hybrid work model after onboarding.