Job Description

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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
• Location: Burlington, NC office
• Hybrid Option: One 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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