What is the Position? Evercore Wealth Management seeks to hire an Administrative Assistant for its Wealth & Fiduciary Advisory and Operations & Technology groups in New York, NY. The individual will be responsible for providing comprehensive administrative support to senior team members and ensuring the smooth execution of day-to-day office functions.

Primary Responsibilities: Administrative Assistant Responsibilities include, but are not limited to the following:

• On-site administrative support for the Wealth & Fiduciary Advisory group, Chief of Staff, Partner and Head of Operations
• Answer phones, emails, coordinate and manage calendars both on a primary and back-up basis for senior employees
• Backup support to the Executive Assistant for the Chairman and CEO
• Coordinate internal and external meetings and event logistics, preparing, collating, binding and printing meeting documents
• Take notes and utilize technology to support ongoing project workflows
• Assist with meeting preparation, including materials, technology setup, refreshments and guest reception
• Download, scan, file, and organize documents in appropriate digital or physical formats
• Prepare and edit documents on demand, process expense reports for the NY office; provide backup support for regional offices
• Coordinate travel arrangements for senior executives and client-facing professionals
• Perform other administrative tasks as needed
• Generate office spirit, plan and coordinate office related social events as needed

Specific Qualifications:

• 2+ years of experience providing administrative support to senior management
• Strong initiative, ownership mentality, and ability to anticipate needs
• Excellent time-management and organizational skills with the ability to prioritize effectively
• Professionalism and sound judgment in resolving issues with a sense of urgency
• Exceptional attention to detail
• Strong communication skills and ability to serve as a trusted point of contact for internal teams
• Proficiency in Microsoft Office (including mail merges, data sorting, basic Excel formulas, PowerPoint formatting)
• Familiarity with video conferencing tools such as Zoom
• Experience with CRMs, travel booking tools, and expense reporting systems
• Enthusiastic, team-oriented with a flexible approach and willingness to work overtime as needed
• High level of discretion and confidentiality

Expected Base Salary Range: $65,000 - $75,000

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 $13.6 billion in client assets, as of March 31, 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 www.evercorewealthandtrust.com.