Rockefeller Financial
Administrative Assistant (Part-Time)
Rockefeller Financial, New York, New York, us, 10261
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 $133 billion in client assets as of March 31, 2024.Position:A Private Advisor team is seeking a motivated individual to join its growing team as a 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 travelResponsible 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 mannerWelcome guests and new hires into the office and answering/directing inquiries as neededSite 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 meetingsResponsible for submitting the teams monthly Travel and Expense report via ConcurCreate, maintain, and archive documents in an organized filing systemCompile contact database to ensure contacts are accurate and up to dateComplete special projects as assignedMaintain confidentiality, trust and support at all timesQualifications:
BS/BA preferredPrevious work experience in a similar role as an Administrative Assistant is required, minimum of 3 yearsSkills:
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 deadlinesStrong verbal and written communication skillsExperience scheduling & travel logistics through ConcurGeneral knowledge base of basic finance and investment principals is a plusHigh proficiency in Microsoft Office Outlook, Word, Excel and PowerPoint
Compensation Range:The anticipated part time base salary range for this role is $31.00 to $35.00 an hour. Base salary for the role will depend on several factors, including a candidates 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 $133 billion in client assets as of March 31, 2024.Position:A Private Advisor team is seeking a motivated individual to join its growing team as a 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 travelResponsible 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 mannerWelcome guests and new hires into the office and answering/directing inquiries as neededSite 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 meetingsResponsible for submitting the teams monthly Travel and Expense report via ConcurCreate, maintain, and archive documents in an organized filing systemCompile contact database to ensure contacts are accurate and up to dateComplete special projects as assignedMaintain confidentiality, trust and support at all timesQualifications:
BS/BA preferredPrevious work experience in a similar role as an Administrative Assistant is required, minimum of 3 yearsSkills:
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 deadlinesStrong verbal and written communication skillsExperience scheduling & travel logistics through ConcurGeneral knowledge base of basic finance and investment principals is a plusHigh proficiency in Microsoft Office Outlook, Word, Excel and PowerPoint
Compensation Range:The anticipated part time base salary range for this role is $31.00 to $35.00 an hour. Base salary for the role will depend on several factors, including a candidates 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.