Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE:EVR), serves high‐net‐worth individuals, families, foundations, and endowments, delivering customized investment management and financial planning services. Evercore Wealth Management is an investment advisor registered with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A. a national trust bank.
Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results. Our Partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years and all are committed to our culture of institutional and individual integrity. Our mission is to meet our clients’ financial goals, and to earn and sustain their trust. More information can be found at www.evercorewealthandtrust.com
.
What is the position? Evercore Wealth Management, LLC and Evercore Trust Company, N.A. are seeking a motivated and capable individual to support a team of Wealth and Fiduciary Advisors in the Tampa office. This individual will serve as an additional point of contact to clients and their external advisors (e.g. CPA, attorney) and will provide support on day‐to‐day requirements, preparation for client meetings and compliance review
s.
Primary Responsibilities: Initially, candidates will primarily work on administrative tasks and functions, supporting the management of the office, graduating over time into a role also tasked with independently reviewing trust documents, preparing summaries, creating cash flow analyses and participating in broader financial planning strategies and client meetings. Responsibilities include, but are not limited
- to:
Work closely with Wealth and Fiduciary Advisors to anticipate tasks that need to be completed for cli - entsCommunicate confidently, being able to act as a highly trusted day‐to‐day contact person for clients in support of senior professio
- nalsRespond quickly and accurately to receipt of incoming client requests including cash and stock gifts, money movement transfers, and general account maintenance such as address changes, conversion to electronic statements,
- etc.Prepare correspondence to clients relating to day‐to‐day transactions, including gift let
- tersPrepare documents for client signature for new account openings/closings, account maintenance, regulatory and performance reporting, fee processing and researching client inqui
- riesMonitor the receipt of new assets and track asset move
- mentInvestigate and resolve trade related issues and client inqui
- riesPrepare client presentation materials including cash flows, estate flows, financial planning analyses and trust summaries using Microsoft Excel and PowerP
- ointPrepare basic financial plans using eMoney and other related soft
- wareMaintenance of CRM
- dataManage tax and retirement payment processing and information for account
- antsUnderstand fiduciary policies/practices and prepare: Discretionary Action Request, Client Event M
- emosAssist in various compliance reviews, including internal relationship reviews, the annual account review process, Reg 9 reviews and periodic client mail
- ingsPrepare fee concessions, research fee‐related issues and perform reconciliat
- ionsManage office needs, including inventory reviews, expense report management, travel and entertainment sup
- portParticipate in special projects on behalf of our clients and the firm and provide back up to other teams if ne
eded
Specific Qualificat
- ions:Bachelor’s degree req
- uired3+ years of experience in wealth management or trust administration pref
- erredA commitment and passion to achieve a high level of client se
- rviceExcellent attention to detail, multi‐tasking, and time management skills in a fast‐paced enviro
- nmentStrong communication skills for client interaction and internal team intera
- ctionRelative comfort with financial planning and fiduciary techniques and a willingness to learn
- moreProficiency in Microsoft Office
- SuiteAbility to understand and deliver complex information clearly and conc
- iselyProficiency in capital markets, trade settlement, corporate actions, general banking and federal wire transfer system, DTC, and accounting principles a
- plusAbility to learn, adapt and become highly efficient on new and or changing systems, applications, policies and proce
dures
The base salary range for this role is: $70,000-$9
0,000.
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 assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.everco
re.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and loc
al laws.
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not li
- mited to:Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements
- accounts401(k) Retire
- ment PlanLife and disability insurance, including additional voluntary financial protection
- insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health
- servicesFamily-building and family-support
- benefitsPaid parental, caregiver, marriage and bereavem
- ent leaveCommuter benefits, health club membership discounts, and other corporate
- discountsPaid holidays, vacation days, personal days, sick days, and volunteer oppo
rtunities
