Operations/Administrative Associate

POSITION: OperationsAdministrative Associate  LOCATION: Money Management Institute (MMI) Offices in New York City (midtown) Hybrid - 3 days in-person aligned with your manager's schedule INDUSTRY: Financial Services, Investment Management  TYPE: Full-time position  POSITION SUMMARY:   We are seeking a skilled OperationsAdministrative Associate, to provide essential support to the President & CEO and Chief Administration Officer (CAO) by managing daily office tasks, facilitating smooth communication, and helping ensure efficient workflows and administrative functions across the organization. The ideal candidate will be detail-oriented, proactive, and capable of juggling multiple priorities.  This is a growth position with opportunities for a highly motivated individual to expand their responsibilities and grow within the organization. You will have the chance to develop new skills, take on more complex projects, and play an integral role in the success of the organization.   The Associate will report directly to the CAO, and work closely with the MMI team, MMI members, and key industry partners.  PRIMARY RESPONSIBILITIES: Provide comprehensive  administrative support to President & CEO and CAO, including scheduling meetings, handling correspondence, and maintaining calendars. Assist in the preparation and management of reports, presentations, and internal communications. Research and compile information for reports to support decision-making. Help plan and organize events, meetings, and team-building activities. Engage with MMI management team and MMI Board of Governors.  Assist in the day-to-day operations of the office, including office supply management, equipment maintenance, and general office upkeep. Maintain confidentiality and security of sensitive information. Be a flexible team player- willing to adapt to changes with a positive attitude.  QUALIFICATIONS: Bachelor's degree  2-3 years of experience in a similar role Strong organizational and time management skills Excellent attention to detail and accuracy  Ability to work independently and collaboratively with team members Strong communication and interpersonal skills Proficiency in Microsoft Office Suite 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, equity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.  

Created: 2025-01-30