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About the Role

Rockefeller Global Family Office is seeking a motivated individual to join a Private Advisor team as a Senior Administrative Assistant. This role involves working with team members and interacting directly with high-net-worth clients to ensure a positive client experience. The ideal candidate is thorough, detail-oriented, and possesses strong communication, organization, time management, and problem-solving skills.

Responsibilities

Manage calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travel.
Interact with clients by answering phones, e-mails, and coordinating meetings professionally.
Welcome guests and new hires, and direct inquiries.
Manage office space, prepare for new hires, manage supplies, and handle onsite issues.
Work with supporting staff to prepare client presentations and other materials for meetings.
Submit the team’s monthly Travel and Expense report via Concur.
Create, maintain, and archive documents in an organized filing system.
Compile and update the contact database.
Complete special projects as assigned.
Maintain confidentiality, trust, and support at all times.

Requirements

3-5 years prior work experience, preferably at a financial services firm with Administrative or Executive support experience.
BA/BS degree.

Skills

Excellent interpersonal and communication skills
Detail-oriented and resourceful
Excellent organizational and project-management skills
Exceptional ability to multitask
Strong sense of urgency
Prioritize competing deadlines
Strong verbal and written communication skills
Experience scheduling & travel logistics through Concur
General knowledge base of basic finance and investment principals is a plus
High proficiency in Microsoft Office – Outlook, Word, Excel and Power Point

Experience Level

Senior

Education Level

Bachelor's Degree

Salary/Compensations

$41,600 to $72,800

Benefits

Health coverage
Vacation time
Paid leave
Retirement plan

About the Company

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 33 markets throughout the United States, as well as an office in London.
The Firm oversees $224 billion in client assets as of June 30, 2026.

Equal Opportunity

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.