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Administrative Assistant (Part-Time)
Boca Raton, FLMarch 27th, 2026
Rockefeller Global Family Office Part-Time Administrative Assistant Rockefeller Global Family Office is seeking a motivated individual to join a Private Advisor team as an Part-Time 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.Responsibilities Manage all aspects of calendars and phone lines by planning and scheduling meetings, conferences, teleconferences, and travelResponsible 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 mannerWelcome guests and new hires into the office and answering/directing inquiries as neededSite management including space allocation and reporting, preparing for new hires, site supplies, and point of contact for onsite issues managementWork with supporting staff to print and prepare client presentations, marketing collateral and other important materials for client-related meetingsPrepare monthly budgeting summaries using eMoneyAssist with organizing client-facing materials for internal team review and client meetingsResponsible for submitting the team's monthly Travel and Expense report via ConcurCreate, maintain, and archive documents in an organized filing systemCompile contact database to ensure contacts are accurate and up to dateSupport the team with ongoing updates to client financial plansHandle sensitive client data with a high level of accuracy, discretion, and attention to detailProvide language support for Spanish-speaking clients and familiesQualifications High School diploma required, bachelor's degree a plusPrevious work experience in a similar role as an Administrative Assistant is required, minimum of 3 yearsBilingual (Spanish/English) strongly preferredSkills 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 deadlinesStrong verbal and written communication skillsExperience scheduling & travel logistics through ConcurGeneral knowledge base of basic finance and investment principals is a plusHigh proficiency in Microsoft Office Outlook, Word, Excel and Power PointDisclosure 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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