Broker Dealer Operations Intern jobs in United States
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Modern Woodmen of America · 3 weeks ago

Broker Dealer Operations Intern

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, and they are seeking a Broker Dealer Operations Intern to contribute to various strategic goals within MWA Financial Services, Inc. This role involves supporting operations, compliance, and marketing needs while providing hands-on experience in the financial services industry.

FinanceFinancial ServicesLife Insurance

Responsibilities

Help with maintaining and organizing due diligence associated with our product offerings
Aid 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

Qualification

Data analysisFinancial services knowledgeMicrosoft ExcelMicrosoft PowerPointMicrosoft WordTroubleshooting skillsCommunication skillsOrganizational skillsTime managementProblem-solving skillsCritical thinking

Required

Currently enrolled as third- or fourth-year student working towards 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 troubleshooting skills

Benefits

Paid vacation
Paid holidays

Company

Modern Woodmen of America

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Modern Woodmen of America is a fraternal financial services organization.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Lyphout
President and Chief Executive Officer
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Todd Swanson
Chief Financial Officer
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Company data provided by crunchbase