About 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 32 markets throughout the United States, as well as an office in London. The Firm oversees $204 billion in client assets as of January 31, 2026.
Position
Rockefeller Global Family Office is seeking a motivated individual to join a Private Advisor team as an Part-Time Administrative Assistant. The 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 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.
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, e-mails and coordinating face-to-face meetings in the utmost respectful and professional manner
- Welcome guests and new hires into the office and answering/directing 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
- Prepare monthly budgeting summaries using eMoney
- Assist with organizing client-facing materials for internal team review and client 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
- Support the team with ongoing updates to client financial plans
- Handle sensitive client data with a high level of accuracy, discretion, and attention to detail
- Provide language support for Spanish-speaking clients and families
Qualifications
- High School diploma required, bachelor’s degree a plus
- Previous work experience in a similar role as an Administrative Assistant is required, minimum of 3 years
- Bilingual (Spanish/English) strongly preferred
Skills
- Demonstrates working knowledge of artificial intelligence tools and concepts, with the ability to leverage AI-driven solutions to enhance efficiency, decision-making, and business outcomes.
- 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 principals is a plus
- High proficiency in Microsoft Office – Outlook, Word, Excel and Power Point
