Administrative Assistant - Technology Advisory

Evercore • , NY

1d • Onsite

About The Position

This full-time, in-office role requires a proactive, detail-oriented professional with exceptional communication, multitasking, and project coordination skills. The Administrative Assistant will provide seamless administrative and operational support in a fast-paced environment.

Requirements

• 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.
• Valid United States work authorization and not eligible for visa sponsorship.

Nice To Haves

• Familiarity with Workday, Salesforce/Practifi, and Exact Target a plus.

Responsibilities

• Provide comprehensive administrative support, 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees