Group Description: Evercore Wealth Management manages assets for high net worth individuals, families and other institutions. We have offices in Minneapolis, New York, Palm Beach, San Francisco, and Tampa. We also have national and Delaware corporate trust powers. The partners in Minneapolis have worked together for more than a decade. We are an independent firm with a focus on delivering comprehensive financial, trust and investment services to families.
What is the Position? Evercore seeks to hire an experienced Administrative Specialist for its Wealth Management Team located in Minneapolis, MN.
Primary Responsibilities: The Administrative Specialist is responsible for supporting a team of wealth managers in the Minneapolis office. This position is responsible for receiving clients, coordinating meeting scheduling, food service, receiving packages/mail, phone coverage for the office, maintaining the contact management system, general correspondence, coordinating events, and efficiently processing periodic mailings via mail or email. The position is also responsible for printing and binding presentation materials, office supply management, vendor coordination, file maintenance, and expense reports. There will be special projects, as needs arise.
Specific Qualifications: The Administrative Specialist will have a commitment and passion to achieve a high level of client service, a high attention to detail, and problem solving and basic math skills. They will be able to work independently as well as work with others as part of a high performing team. The position requires excellent organizational skills and the effective use of technology.
The ideal candidate will have:
- Bachelor’s degree or equivalent experience
- Preferably two or more years of experience in the financial services industry
- Ability to use Microsoft Office Suite products
- Ability to learn and effectively use chosen software and mainframe systems – SEI, APX, Exact Target, CSS
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.evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status, or any other legally-protected factors.