Experienced Executive Assistant - Wealth Management

Evercore • New York, NY

46d • $90,000 - $110,000 • Onsite

About The Position

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.

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; 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.

Nice To Haves

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

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.

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: 1,001-5,000 employees