Administrative Associate - Money Management Institute

POSITION

Administrative Associate

LOCATION

Money Management Institute (MMI) Offices in New York City (midtown) - Hybrid – 3 days in-person aligned with your team’s schedule

INDUSTRY

Financial Services, Investment Management

TYPE: Full-time position

POSITION SUMMARY

We are seeking a motivated and highly skilled Administrative Associate, to provide essential support to our team by managing daily office tasks, facilitating smooth communication, and helping ensure efficient workflows and administrative functions across teams. This position will support a variety of key departments and initiatives across the MMI organization. The ideal candidate will be detail-oriented, proactive, and capable of juggling multiple priorities.

This position will report directly to MMI’s Director of Operations and Administration, and work closely with the Membership department, MMI members, and various external partners. The ideal candidate is a self-starter who works effectively, both independently and as part of a team, in a fast paced, deadline-driven environment.

PRIMARY RESPONSIBILITIES:

• Manages scheduling and meetings
• Prepares and edits correspondence, communications, presentations, spreadsheets, reports, and other documents, coordinates activities, maintains records, and tracks progress
• Assists in planning and organizing events, meetings, and team-building activities
• Researches and compiles information for reports and to support decision-making
• Maintains accurate records within the organization’s database
• Supports the MMI membership by answering member inquiries and servicing requests
• Works with sensitive information with discretion to maintain confidentiality and security

QUALIFICATIONS:

• Bachelor’s degree in a related field
• 3-5 years of experience in a similar role
• Strong administrative processes and organizational skills
• Excellent attention to detail and accuracy
• Ability to prioritize tasks effectively
• Ability to work independently and collaboratively with team members
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Knowledge of financial services industry a plus

COMPENSATION & BENEFITS PACKAGE:

• Compensation package consists of a base salary plus bonus award
• Compensation will be commensurate with experience, skill set, and capabilities
• Full benefits package
• Paid vacation & holidays

COMPANY OVERVIEW

Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.

It is the policy of the Money Management Institute to provide for and promote equal employment opportunity in employment compensation and other terms and conditions of employment without discrimination based on age, race, creed, color, national origin, gender, sexual orientation, disability, marital status, Veteran status, genetic predisposition, or carrier status.