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Senior Administrative Assistant 

resume-library  |  United States  |  

United StatesUnited States (US)
Work Type:
Work Time:
Full Time


Senior Administrative Assistant

About Rockefeller Capital Management:

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.


The primary focus of this position is to ensure that the day-to-day administrative related operations run both smoothly and efficiently. This position provides general administrative support to Client Advisors in our Saratoga Springs office. This role requires a proactive, detail oriented and highly organized individual who displays excellent project management and communication skills. Daily tasks include but are not limited to maintaining and optimizing daily calendars, making travel arrangements, maintaining all forms of correspondence, coordinating preparation for meetings, interfacing with different departments and employees across the organization, producing and handling highly confidential information, liaising with members of the executive office, management, clients, and vendors on various projects and or meetings.


• Manage all aspects of calendars and phone lines, as they relate to communication, travel, and meetings, with emphasis on balancing priorities

• Coordinate and prepare for various meetings, including reserving conference rooms, arranging for catering, preparing materials, scheduling key staff, creating travel arrangements, etc.

• Maintain databases to ensure they are up to date

• Provide a bridge for smooth communication between internal staff as well as clients and outside organizations, demonstrating leadership to maintain confidentiality, trust, support, and follow through with management

• Complete expense reports, check requests, and other miscellaneous administrative requirements

• Create, maintain, and archive documents in an organized filing system

• Document and adhere to best practices

• Use available technology to appropriately improve processes

• Organize events, as needed, and be the point of contact for all details of the event (logistics, venues, rsvp)

• Execute special projects as assigned


• High School diploma required, bachelor’s degree a plus.

• 4-8 years of work experience preferably at a financial services firm.


• Strong Microsoft Office skills as projects will be done in Word, Excel, and PowerPoint

• Strong communication skills, ability to work well independently and as part of a team

• Client service orientation

• Ability to multi-task and prioritize

• Detail-oriented

• Accurate and timely follow up and responsiveness.

• Must be able to cope effectively with deadlines and multiple demands.

• Strong organizational skills with outstanding written and verbal communication skills.

• Extremely reliable character with a demonstrated ability to handle sensitive information with complete discretion


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.