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Rockefeller Capital Management · 4 days ago

Executive Assistant

New York, NY

Full-time

Onsite

Mid, Senior Level

$115K/yr - $175K/yr

5+ years exp

Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018. The Executive Assistant role is crucial for the efficient operation of the Executive Office, requiring a proactive, organized professional to manage schedules, coordinate travel, and ensure effective communication across departments and with external stakeholders.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Microsoft Office proficiencyExecutive support experienceCommunication skillsOrganizational skillsClient-service orientationPrioritizeAttention to detailTeam collaborationConfidentiality management

Required

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

Benefits

Health coverage

Vacation time

Paid leave

Retirement plan

Discretionary bonus

Company

Rockefeller Capital Management

Glassdoor4.2

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.

Founded in 2018

New York, New York, US

1001-5000 employees

https://www.rockco.com/

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)