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Rockefeller Capital Management

Client Associate

Boston, MA · Hybrid

$45K - $90K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office ...

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What are some common challenges faced by professionals working in philanthropy roles at large foundations like the Rockefeller Foundation?

Professionals in philanthropy roles at major foundations often face the challenge of balancing ambitious social impact goals with practical constraints like funding limitations and stakeholder expectations. Navigating complex global issues, measuring program outcomes, and fostering partnerships across sectors are also common aspects of the job. Collaboration with diverse teams and external organizations is frequent, requiring strong communication and adaptability. Additionally, professionals must stay informed on emerging trends in philanthropy to ensure programs remain effective and relevant.

What are the key skills and qualifications needed to thrive as a Rockefeller, and why are they important?

I'm sorry, but 'Rockefeller' is not a recognized professional job title. Please provide a valid real-world occupation for an accurate response.

What jobs did Rockefeller have?

John D. Rockefeller held roles as an oil industry executive, primarily as the founder and head of Standard Oil Company. He was involved in business management, strategic planning, and industry innovation, often overseeing operations, investments, and corporate growth. His work required strong leadership, financial acumen, and knowledge of refining and distribution processes.

Are Rockefellers still billionaires?

The Rockefeller family, historically known for their wealth from the oil industry, has many descendants, but most are no longer billionaires. The family's wealth has been divided over generations, and only a few members maintain significant fortunes today. As a job seeker, understanding the family's history can be useful for roles related to finance, history, or philanthropy.

What is the difference between Rockefeller vs Financial Analyst?

AspectRockefellerFinancial Analyst
Required CredentialsBachelor's degree, finance or related field; often an MBA or CFABachelor's degree in finance, accounting, or economics; CFA preferred
Work EnvironmentHigh-level investment firms, private equity, or family officesCorporations, banks, investment firms, or consulting
Industry UsagePrivate wealth management, investment strategyFinancial planning, investment analysis, reporting
Common Search/ComparisonYesYes

Rockefeller professionals typically focus on high-net-worth client management and investment strategies within private wealth or family offices, often requiring advanced finance credentials. Financial Analysts analyze financial data, prepare reports, and support investment decisions across various industries. While both roles involve finance expertise, Rockefellers operate at a more strategic, client-focused level, whereas Financial Analysts focus on data analysis and reporting.

What professions make $500,000 a year?

Professions that can earn $500,000 or more annually include senior executives such as CEOs and CFOs, specialized medical professionals like neurosurgeons and anesthesiologists, high-level attorneys, and successful entrepreneurs. These roles often require advanced education, extensive experience, and strong leadership or technical skills. Compensation varies based on industry, location, and company size.

What professions make 200,000 a year without a degree?

Jobs such as commercial pilots, real estate brokers, sales managers, and certain tech roles like software developers can earn $200,000 or more annually without requiring a college degree. Success in these fields often depends on experience, skills, certifications, or licensing rather than formal education.

What is a Rockefeller?

A Rockefeller typically refers to a member of the Rockefeller family, a prominent American family known for their immense wealth and influence, particularly in the oil industry. The family's fortune began with John D. Rockefeller, the founder of Standard Oil, who became one of the richest people in history. Today, the name 'Rockefeller' is also associated with philanthropy, finance, and various institutions established by or named after the family. There is no specific job called 'Rockefeller'; rather, it refers to the legacy and roles held by family members in business, philanthropy, and public life.
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What job categories do people searching Rockefeller jobs look for? The top searched job categories for Rockefeller jobs are:
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Infographic showing various Rockefeller job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Administrative Assistant (Part Time)

Rockefeller Financial

Birmingham, MI • On-site

$17.25 - $23/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

About Rockefeller Capital Management
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 $221 billion in client assets as of May 31, 2026.
Position
Rockefeller Global Family Office is seeking a detail-oriented individual to join a Private Advisor team as an Administrative Assistant. The Administrative Assistant will work with all members of the team and will interact directly with high-net-worth clients on an everyday basis to ensure a positive and satisfying client experience. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. This position offers flexibility in scheduling, with an expected commitment of approximately 15-20 hours per week.
Responsibilities
  • Manage all aspects of calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travel
  • Responsible for interacting with clients on an everyday basis by answering phones, e-mails and coordinating face-to-face meetings in the utmost respectful and professional manner
  • Welcome guests and new hires into the office and answering/directing inquiries as needed
  • Site management including space allocation and reporting, preparing for new hires, site supplies, and point of contact for onsite issues management
  • Work with supporting staff to print and prepare client presentations, marketing collateral and other important materials for client-related meetings
  • Responsible for submitting the team's monthly Travel and Expense report via Concur
  • Create, maintain, and archive documents in an organized filing system
  • Compile contact database to ensure contacts are accurate and up to date
  • Complete special projects as assigned
  • Maintain confidentiality, trust, and support at all times
Qualifications
  • High School diploma required, bachelor's degree a plus
  • Previous work experience in a similar role as an Administrative Assistant is required
Skills
  • Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management.
  • Detail-oriented and resourceful with excellent organizational and project-management skills.
  • Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
  • Strong verbal and written communication skills
  • Experience scheduling & travel logistics through Concur
  • General knowledge base of basic finance and investment principals is a plus
  • High proficiency in Microsoft Office - Outlook, Word, Excel and Power Point

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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