Executive Support
2 weeks ago
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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position
The Executive Support & Project Specialist provides advanced administrative and project management support to the Co-Chief Legal Officers, enabling them to focus on strategic priorities. This role combines traditional executive support with analytical and project-based responsibilities, requiring exceptional organizational skills, technical proficiency, and the ability to manage complex deliverables in a fast-paced environment.
The ideal candidate will excel in designing Board-quality presentations, building analytical models in Excel, and leveraging tools like Microsoft Copilot to streamline workflows. Success in this role demands proactive problem-solving, attention to detail, and a strong sense of ownership.
Responsibilities
- Project Coordination & Analysis
- 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.
- Presentation Development
- 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.
- Executive Support
- 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.
- Technology Enablement
- Stay current on Microsoft 365 tools and emerging technologies, including Copilot, to enhance productivity and efficiency.
- 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
Compensation Range
The anticipated base salary range for this role is $115,000 to $130,000. 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 careers.rockco.com to learn more about additional opportunities and benefits offerings.
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.
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