Executive Assistant

Rockefeller Capital Management

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.

Position

The Executive Assistant provides high-level administrative support and complex project-based work to senior leadership, ensuring seamless day-to-day operations and enabling leaders to focus on strategic priorities. This role goes beyond traditional executive support and requires exceptional organizational skills, analytical capabilities, discretion, and the ability to manage multiple tasks and stakeholders in a fast-paced, dynamic environment. The ideal candidate will be an expert on the full suite of Microsoft 365 applications, including PowerPoint, Excel, Word, and Teams, with a strong ability to create compelling Board-quality presentations and Excel analyses, leverage tools like Microsoft Copilot to accelerate productivity, manage complex schedules, and anticipate needs with precision and discretion. The Executive Assistant serves as a trusted partner to the Co-Chief Legal Officers, handling complex scheduling, travel coordination, communications, and confidential matters with professionalism and efficiency. Success in this role demands proactive problem-solving, attention to detail, and a strong sense of ownership.

Responsibilities

• Manage all aspects of calendars and day-to-day operations, including scheduling meetings, calls, and travel, with an emphasis on balancing priorities.
• Organize, coordinate, and prepare for various meetings, including reserving conference rooms, arranging for catering, preparing materials, scheduling key staff, creating travel arrangements, etc.
• Handle confidential information with discretion and professionalism.
• Design and produce high-impact PowerPoint presentations for internal and external audiences, ensuring clarity, consistency, and visual appeal.
• Use Excel to create and maintain reports, dashboards, and trackers. Perform data analysis and formatting with advanced Excel functions.
• Remain up-to-date on how to effectively leverage new technology tools and capabilities, including Microsoft Copilot.
• Act as a liaison between internal staff as well as clients and outside organizations, demonstrating an ability to maintain confidentiality, trust, support, and follow-through with senior management.
• Complete expense reports, manage vendor invoices, and handle other miscellaneous administrative requirements.
• Maintain organized filing systems (digital) for legal and compliance records.
• Assist in tracking key legal and compliance initiatives, deadlines, and deliverables as assigned from time to time, including preparing status updates and ensuring timely follow-ups.
• Facilitate communication and coordination across the team, including organizing team meetings, offsite events, and training sessions.
• Support and execute special Legal & Compliance projects as requested.

Qualifications

Skills

Compensation Range

The anticipated base salary range for this role is $115,000 to $130,000. 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 a discretionary bonus. 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.

Disclosure

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.