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 $133 billion in client assets as of March 31, 2024.

The primary focus of this position is to ensure that the day-to-day related operations run both smoothly and efficiently. This role requires a proactive, detail oriented and highly organized individual who displays excellent project management and communication skills. Daily tasks include but are not limited to account maintenance and asset movement, maintaining, and optimizing daily calendars, making travel arrangements, maintaining all forms of correspondence, coordinating preparation for meetings, interfacing with different departments and employees across the organization, producing and handling highly confidential information, liaising with management, clients, and vendors on various projects and or meetings.

Manage all aspects of calendars and phone lines, as they relate to communication, travel and meetings, with emphasis on balancing priorities
Coordinate and prepare for various meetings, including reserving conference rooms, arranging for catering, preparing materials, scheduling key staff, creating travel arrangements, etc.
Organize regularly-scheduled client meetings
Maintain databases to ensure they are up-to-date
Provide a bridge for smooth communication between internal staff as well as clients and outside organizations, demonstrating leadership to maintain confidentiality, trust, support, and follow through with senior management
Complete expense reports, check requests, and other miscellaneous administrative requirements
Create, maintain, and archive documents in an organized filing system
Document and adhere to best practices
Use available technology to appropriately improve processes
Organize events, as needed, and be the point of contact for all details of the event (logistics, venues, rsvp)
Send multi-recipient communications utilizing a customer relationship management system
Execute special projects as assigned
Assists with processing wires, journals, other asset movement
Assist with account openings
Gather and manage various forms of client data (i.e., tax information, investment information, etc.) to support the client team in the effective planning of client service strategy
Responsible for providing excellent customer service by responding to all client questions and inquiries in a timely and professional manner.

Bachelor's Degree preferred
0-4 years of work experience preferably at a financial services firm with Executive support experience.
Previous experience in a complex and fast-paced office is required.

Strong Microsoft Office skills as projects will be done in Word, Excel and Power Point
Experience using DocuSign
Strong communication skills
Ability to work well independently and as part of a team
Professionalism and client service orientation
Ability to multi-task and prioritize
Detail-oriented
Accurate and timely follow up and responsiveness
Must be able to cope effectively with deadlines and multiple demands
Strong organizational skills with outstanding written and verbal communication skills; experienced proofreader
Extremely reliable character with a demonstrated ability to handle sensitive information with complete discretion
Available to work overtime as needed

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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.