Senior 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 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.

About the role

Rockefeller Global Family Office is seeking a motivated individual to join a Private Advisor team as a Senior Administrative Assistant. The Senior Administrative Assistant will work with all members of the team and will interact directly with high-net-worth clients on an everyday basis to ensure a positive and satisfying client experience. The ideal candidate 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.

Responsibilities

• 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, emails, and coordinating face-to-face meetings in the utmost respectful and professional manner.
• Welcome guests and new hires into the office and answer/direct inquiries as needed.
• Site management including space allocation and reporting, preparing for new hires, site supplies, and point of contact for onsite issues management.
• Work with supporting staff to print and prepare client presentations, marketing collateral, and other important materials for client-related meetings.
• 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.
• 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 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 PowerPoint.

Pay

The anticipated base salary range for this role is $41,600 to $72,800. 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.

Benefits

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.