Experienced Wealth & Fiduciary Analyst - Evercore Wealth Management

Evercore • San Francisco, CA

300d • $80,000 - $90,000

About The Position

Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek a Wealth & Fiduciary Advisory Analyst to join the Wealth Management team in San Francisco, CA.

Requirements

• Bachelor's degree required.
• 0-2 years of experience in wealth management or trust administration, preferably in a client service role.
• Strong client service skills with experience in client coordination.
• High attention to detail with excellent problem-solving abilities.
• Strong organizational skills and ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite; experience with eMoney, Schwab, Trust 3000, APX, Salesforce, or Practifi is a plus.
• Ability to manage multiple tasks in a fast-paced environment and communicate complex information clearly.
• Commitment to delivering high-quality client service.

Responsibilities

• Respond promptly to client requests (e.g., cash and stock gifts, money transfers, account maintenance).
• Serve as an additional or primary point of contact for clients and external advisors (e.g., CPAs, attorneys).
• Assist in compliance processes, including internal relationship reviews and annual account reviews.
• Support special projects and provide coverage for other teams as needed.
• Oversee account opening and closing processes, including documentation, KYC, and online access.
• Process client requests and assist in resolving inquiries.
• Maintain and update client records and documentation.
• Execute checks, wires, and ACH transfers per client instructions.
• Assist with required tax filings, tax payments, and retirement contributions.
• Collaborate with internal teams to ensure smooth operations.
• Collect and input data for financial plans using eMoney and related software.
• Prepare client presentation materials, including cash flows, estate plans, financial analyses, and trust summaries.

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: Entry Level
• Industry: Real Estate
• Education Level: Bachelor's degree