Administrative Skills, Calendar Management, Communication Skills, Conference Management, Customer Experience, Customer Relations, E Programming Language, Establish Priorities, Event Management, Executive Assistant Skills , Expense Reports, Facilities Management, Financial Services, High Net Worth, High School Diploma, Inventory Management, Leadership, Legal, Logistics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operational Support, Operations, Organizational Skills, People Management, Plan Meetings, Presentation/Verbal Skills, Professional Services, Regulatory Compliance, Schedule Development, State Laws and Regulations, Telephone Skills, Time Management, Travel Planning, Writing Skills
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
Position:
Rockefeller Global Family Office’s Southeast Regional team is seeking an experienced Senior Administrative Assistant to provide high-level administrative, operational, and front-office support in a professional, client-facing environment. This role serves as a primary point of contact for clients, visitors, and internal stakeholders while supporting senior leadership with scheduling, travel coordination, and expense reporting. The Senior Administrative Assistant operates with a high degree of autonomy, discretion, and professionalism, ensuring seamless daily operations and exceptional client experience.
Responsibilities:
- Administrative & Executive Support
- Provide administrative support to senior leadership, including calendar management, meeting coordination, travel planning, and expense reporting via Concur.
- Manage complex schedules, prioritize competing requests, and anticipate leadership needs.
- Serve as backup support for the Assistant to the Regional President, assisting with special projects and ad hoc initiatives as assigned.
- Front Office & Client Experience
- Act as the primary point of contact for clients, advisors, visitors, vendors, and internal employees.
- Greet clients and guests professionally, ensuring a positive and consistent first impression.
- Screen and route incoming phone calls, manage visitor inquiries, and handle deliveries with discretion and efficiency.
- Assist with onboarding support by welcoming newly hired employees and addressing general office questions.
- Office Operations & Facilities Coordination
- Manage conference room scheduling and meeting logistics, ensuring rooms are properly reserved, set up, and reset before and after meetings.
- Maintain office supply inventory and kitchen stock; place orders as needed to support daily operations.
- Coordinate requests from wholesalers and assist with planning and scheduling office meetings or events.
- Professional Standards & Compliance
- Maintain strict confidentiality and discretion when handling sensitive information.
- Interact effectively with all levels of staff, management, and external contacts in a professional services environment.
- Exercise sound judgment and independent decision-making in a fast-paced office setting.
Qualifications:
- High school diploma or equivalent required; bachelor’s degree preferred.
- Minimum three (3) years of progressively responsible administrative assistant experience, preferably in a professional services or financial services environment.
- Demonstrated experience supporting senior leaders or executives
Skills:
- Advanced proficiency in Microsoft Office and Microsoft 365, including Outlook, Word, Excel, PowerPoint, and Teams.
- Experience with calendar management, meeting coordination, travel logistics, and expense reporting (Concur preferred).
- Strong organizational, time-management, and multitasking skills with the ability to prioritize competing deadlines.
- Excellent verbal and written communication skills.
- Proven ability to work independently, anticipate needs, and exercise discretion and sound judgment.
- Event planning or office event coordination experience preferred.
- Experience in a client-facing office environment strongly preferred.
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.