What are the responsibilities and job description for the Legal Assistant position at Rockefeller Capital Management?
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 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 Legal Assistant will report to the Head of Litigation and will work closely with Rockefeller Capital Management’s Legal and Compliance Department to provide support to attorneys and compliance personnel on litigation matters, corporate legal matters, as well as internal investigations and regulatory inquiries. The Legal Assistant will also assist with the administration and operations of the Legal and Compliance Department.
Responsibilities
The anticipated base salary range for this role is $70,000 to $80,000. 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.
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 Legal Assistant will report to the Head of Litigation and will work closely with Rockefeller Capital Management’s Legal and Compliance Department to provide support to attorneys and compliance personnel on litigation matters, corporate legal matters, as well as internal investigations and regulatory inquiries. The Legal Assistant will also assist with the administration and operations of the Legal and Compliance Department.
Responsibilities
- Assisting with fact-gathering and document collection;
- Managing discovery, including retrieving, reviewing, and producing documents;
- Maintaining case-related files;
- Preparing summary documents, including case chronologies and factual summaries;
- Assisting with corporate recordkeeping, including signature-gathering on corporate contracts and saving fully executed corporate contracts in applicable files;
- Populating basic form documents for attorney review (e.g., non-disclosure agreements and promissory notes); and
- Assisting attorneys and compliance personnel with administrative matters
- BS/BA Degree
- Strong computer skills, including experience with MS Outlook, Word, Excel, PowerPoint, and Adobe
- Exceptional organizational and time management skills
- Ability to manage multiple tasks simultaneously and thrive in a fast-paced environment
- Strong interpersonal and communication skills
- Paralegal or similar experience is a plus, but not required
- Proficiency with Westlaw and Pacer is a plus, but not required
The anticipated base salary range for this role is $70,000 to $80,000. 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.
Salary : $70,000 - $80,000
