Executive Assistant

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 $193 billion in client assets as of November 30, 2025.

The Executive Assistant plays a critical role in ensuring the seamless and efficient operation of the Executive Office. This position requires a proactive, highly organized, and detail oriented professional with exceptional communication and project management skills. The ideal candidate demonstrates a commitment to delivering a white-glove level of service—anticipating needs, managing priorities, and ensuring every interaction reflects excellence. Responsibilities include overseeing complex calendars, coordinating travel, managing correspondence, preparing materials for meetings, and serving as a trusted liaison across departments and with external stakeholders.

Discretion, sound judgment, and the ability to handle highly confidential information are essential.

• Manage aspects of executive calendars and phone lines, ensuring precision in scheduling, prioritization, and travel coordination.
• Coordinate and prepare for internal and external meetings, reserve conference rooms, arrange catering, prepare briefing materials, schedule attendees, and handle travel arrangements.
• Organize and support regularly scheduled Committee meetings with flawless execution.
• Maintain updated and accurate databases and records.
• Serve as a communication hub between internal teams, senior leadership, clients, and external partners—ensuring confidentiality, trust, and effective follow through.
• Prepare and process expense reports, check requests, and other administrative documentation promptly and accurately.
• Create, maintain, and archive documents within an organized digital and physical filing system.
• Uphold and document best practices to optimize workflow and consistency.
• Leverage technology and available tools to streamline and improve administrative processes.
• Plan and coordinate events as needed, acting as the primary point of contact for logistics, venues, guest lists, and RSVPs with a hospitality drive approach.
• Support and execute special projects assigned by senior leadership.

• Bachelor’s degree required
• 5-10 years of professional experience preferably at a financial services firm, including direct Executive support in a fast-paced, dynamic environment.

• Strong Microsoft Office proficiency (Word, Excel, PowerPoint).
• Excellent written and verbal communication skills; strong proofreading ability.
• Professional demeanor with a strong client‑service orientation.
• Ability to prioritize effectively, manage multiple demands, and meet tight deadlines.
• Exceptional attention to detail and organizational skills.
• Reliable, discreet, and able to manage sensitive and confidential information with utmost professionalism.
• Demonstrated ability to work both independently and collaboratively as part of a team.
• Consistent, timely follow‑up and responsiveness.

The anticipated base salary range for this role is $115,000 to $175,000. 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  to learn more about additional opportunities and benefits offerings.

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.