Trust Administration Specialist Position Available In New York, New York

Trust Administration Specialist Rockefeller Capital Management – 3.2 New York, NY Job Details Full-time $70,000 – $75,000 a year 2 hours ago Benefits Health insurance Retirement plan Qualifications Microsoft PowerPoint Microsoft Excel Microsoft Outlook Mid-level Microsoft Office Administrative experience Analysis skills Bachelor’s degree 2 years Communication skills

Full 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 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 Trust Administration Specialist will coordinate key activities for Rockefeller Trust Company, N.A. (“RTC”) such as annual trust reviews and provide general support as needed for all RTC employees. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.

Responsibilities:

Be the point person for all RTC Trust Review oversight and management. Track and follow up on all open action items from RTC Trust Reviews. Assist Private Advisors with gathering RTC client material needed for investment reviews. Schedule, assemble materials for and keep minutes of monthly meetings of the RTC Trust Administrative Committee and the RTC Trust Investment Committee. Schedule and provide a complete agenda for regular RTC meetings with The Rockefeller Trust Company (Delaware) (“RTC Del”). Assist with the management of certain “unique assets” held by RTC and RTC Del clients (e.g., real property). Maintain new business pipeline for RTC and RTC Del and provide monthly metrics reports to the RTC Trust Administrative Committee regarding, the pipeline, openings, closings, etc. Maintain mailing list of all fiduciaries with whom RTC and RTC Del work and arrange for circulation of key updates and marketing materials. Any other duties, responsibilities or projects that may be assigned to this position.

Qualifications:

Bachelor’s Degree 2+ years of experience in administrative functions Experience with trust and fiduciary administration

Skills:

Excellent communication and presentation skills. Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook). Strong attention to detail with excellent analytical skills. High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion. Ability to proactively approach administrative functions and present ideas for more efficient processes. Works well under pressure and meets deadlines. Willingness to seek advice, anticipate needs and proactively, seek solutions.

Compensation Range:

The anticipated base salary range for this role is $70,000 to $75,000. 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.