Rockefeller Capital Management · 3 months ago
Executive Support & Project Specialist
New York, NY
Full-time
Onsite
Mid Level
$115K/yr - $130K/yr
4+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018, offering strategic advice to high-net-worth individuals and institutions. The Executive Support & Project Specialist provides advanced administrative and project management support to senior executives, managing complex deliverables and enhancing productivity through technology and organizational skills.
Financial Services
Responsibilities
Track and report on key legal and compliance initiatives, deadlines, and deliverables; prepare status updates and ensure timely follow-ups
Use Excel to build and maintain budget trackers, dashboards, and analytical reports; apply advanced functions for data analysis
Support special projects by gathering data, synthesizing insights, and preparing executive summaries
Execute Legal & Compliance projects as requested
Design and produce high-impact PowerPoint decks for internal and external audiences, ensuring clarity, consistency, and visual appeal
Collaborate with leadership to translate complex concepts into compelling visuals and narratives
Manage complex calendars, travel arrangements, and meeting logistics with precision
Handle confidential information with discretion and professionalism
Complete expense reports and manage vendor invoices
Organize, coordinate, and prepare for various meetings, including reserving conference rooms, arranging for catering, preparing materials, scheduling key staff, creating travel arrangements, etc
Complete expense reports, manage vendor invoices, and handle other miscellaneous administrative requirements
Maintain organized filing systems (digital) for legal and compliance records
Stay current on Microsoft 365 tools and emerging technologies, including Copilot, to enhance productivity and efficiency
Qualification
Required
Bachelor's degree preferred
4-6 years of experience in executive support or project coordination within financial services or legal environments
Advanced proficiency in PowerPoint and Excel (pivot tables, VLOOKUP, conditional formatting, charts)
Strong analytical and organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
Ability to work independently and collaboratively in a dynamic environment
Advanced proficiency in Microsoft PowerPoint and Excel (pivot tables, formulas, charts)
Strong analytical and project coordination abilities
Excellent written and verbal communication skills
High attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Professional discretion and confidentiality
Benefits
Health coverage
Vacation time
Paid leave
Retirement plan
And more
Company
Rockefeller Capital Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.
1001-5000 employees
H1B Sponsorship
Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase