Administrative Assistant

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Rockefeller Global Family Office is seeking a motivated individual to join a Private Advisor team as an Administrative Assistant. The Administrative Assistant will support all members of the team and will interact directly and indirectly with ultra-high-net-worth clients on an everyday basis to ensure a positive and satisfying client experience. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

• Manage all aspects of calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travel
• Responsible for interacting with clients on an everyday basis by answering phones, e-mails and coordinating face-to-face meetings in the utmost respectful and professional manner
• Welcome guests into the office and answering/directing inquiries as needed
• Work with supporting staff to print and prepare client presentations, marketing collateral and other important materials for client-related meetings
• Oversee new account/client onboarding process
• Responsible for submitting the team’s monthly Travel and Expense report via Concur
• Create, maintain, and archive documents in an organized filing system
• Compile contact database to ensure contacts are accurate and up to date
• Complete special projects as assigned
• Handle marketing events and logistics
• Maintain confidentiality, trust, and support at all times

• Bachelor’s degree
• Previous work experience in a similar role as an Administrative Assistant is required, minimum of 2 years

• Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management.
• Detail-oriented and resourceful with excellent organizational and project-management skills.
• Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
• Strong verbal and written communication skills
• Experience scheduling & travel logistics through Concur
• General knowledge base of basic finance and investment principles is a plus
• High proficiency in Microsoft Office – Outlook, Word, Excel and Power Point

The anticipated base salary range for this role is $55,000 to $70,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.