Experienced Executive Assistant - Wealth Management

Group

Description:

Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek an experienced and highly organized Executive Assistant to support senior leaders in our New York office.

What is the Position? This full-time, in-office role requires a proactive, detail-oriented professional with exceptional communication, multitasking, and project coordination skills. The Executive Assistant will support the CEO and two Partners, providing seamless administrative and operational support in a fast-paced environment.

Primary Responsibilities:

* Provide comprehensive administrative support to three senior executives, including complex calendar and meeting management across multiple time zones.

* Anticipate and manage priorities, screen requests, and ensure timely follow-up with discretion and judgment.

* Work with the Chief of Staff and other executive support professionals on cross-functional projects and strategic initiatives.

* Draft, edit, and format correspondence, agendas, and meeting materials; record and distribute meeting notes as needed.

* Serve as a primary point of contact for internal and external stakeholders, maintaining a polished and professional presence.

* Coordinate detailed travel logistics and itineraries.

* Prepare and process expense reports in Workday, ensuring accuracy and compliance.

* Track and reconcile office-related expenses in partnership with senior leadership and Accounts Payable.

* Maintain contact databases and organize digital filing systems.

* Support office operations, including time-off tracking, hospitality, IT, and facilities coordination, and event logistics.

* Assist with onboarding new hires and supporting recruiting coordination.

* Collaborate with the firm's national administrative team, participating in monthly discussions to share best practices and problem-solve across offices.

* Perform other projects and ad hoc assignments as needed.

Specific

Qualifications:

* Bachelor's degree and at least 5 years' experience supporting senior executives, preferably in wealth management, fiduciary, or investment management.

* Self-starter with excellent judgment, initiative, and attention to detail.

* Strong organizational, prioritization, and follow-through skills; ability to manage multiple tasks under tight deadlines.

* High degree of professionalism and discretion with confidential information.

* Strong written and verbal communication skills; confident and polished interpersonal presence.

* Collaborative team player with a service-oriented mindset and positive attitude.

* Proficiency in Microsoft Office, video conferencing, and CRM tools; familiarity with Workday, Salesforce/Practifi, and Exact Target a plus.

* Flexibility for occasional overtime.

* This position requires valid United States work authorization and is not eligible for visa sponsorship.

Expected Base Salary Range: $90,

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:

* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts

* 401(k) Retirement Plan

* Life and disability insurance, including additional voluntary financial protection insurance

* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services

* Family-building and family-support benefits

* Paid parental, caregiver, marriage and bereavement leave

* Commuter benefits, health club membership discounts, and other corporate discounts

* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About Evercore Wealth Management:
Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth individuals, foundations, and endowments, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $15.4 billion in client assets, as of September 30, 2025.

Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at

About Evercore:
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also…