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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
Qualifications
Schedule & Location
Why Join Modern Woodmen & Dual-Vision
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 Andrew.L.McNeal@mwarep.org with the subject line: “Front Office & Executive Assistant Application.” Creativity, initiative, and professionalism are encouraged!
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