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Modern Woodmen of America · 5 hours ago

Office Assistant

Burlington, NC

Full-time

Hybrid

New Grad, Entry Level

Modern Woodmen of America is a fraternal financial services organization dedicated to securing futures through personalized financial guidance and community-focused programs. They are seeking a Full-Time Front Office & Executive Assistant to support the Managing Partner, oversee daily operations, and create a welcoming client experience in their Burlington office.

FinanceFinancial ServicesLife Insurance

Hiring Manager

Andrew McNeal, FSCP, FICF, CFFM

Responsibilities

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

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

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

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

Assist with social media updates, event coordination, and community outreach programs

Help organize team-building, recognition, and volunteer events

Qualification

Microsoft Office SuiteCRM systemsScheduling toolsAdministrative experienceCustomer service skillsCommunication skillsOrganizational skillsConfidentiality

Required

High school diploma required

Prior administrative, receptionist, or office-coordination experience required—preferably in financial services, tax, or a professional office environment

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Warm, professional demeanor with strong communication and customer service skills

Ability to multitask, prioritize, and maintain structure in a fast-paced environment

Must handle all client and firm information with care and discretion