Evercore
Experienced Administrative Assistant & Office Manager - Wealth Management (San F
Evercore, San Francisco, California, United States, 94199
Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
Join to apply for the
Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
role at
Evercore Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
Join to apply for the
Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
role at
Evercore Get AI-powered advice on this job and more exclusive features. What is the Position?
Evercore Wealth Management is seeking a dynamic, organized, and highly professional Administrative Assistant & Office Manager to support our San Francisco office. This in-office role requires a detail-oriented self-starter with excellent communication, administrative, and project management skills. The individual will support the Head of the San Francisco Office and the National Director of Wealth Planning, while leading day-to-day office operations. Primary Responsibilities:
Provide comprehensive administrative support and manage local office operations. Responsibilities include, but are not limited to the following: Administrative Support Provide high-level administrative support to senior leaders, including calendar management and complex travel coordination Prepare and process monthly expense reports in Workday Schedule and coordinate logistics for internal and external meetings, including catering Collaborate with compliance and marketing to draft and review marketing materials Maintain time-off records and assist with onboarding of new hires Office & Facilities Management Serve as the main point of contact for day-to-day office operations Manage supply inventory, kitchen needs, and technology equipment Coordinate with New York-based Facilities and IT teams for vendor support and office technology Ensure a professional and welcoming environment for clients and guests Event & Project Coordination Plan logistics for client meetings, internal events, and the annual San Francisco client event Lead local charitable and community engagement initiatives Maintain CRM mailing lists and contacts (Salesforce/Practifi) Manage client communications and distributions using Exact Target Provide support on strategic initiatives and ad hoc projects Cross-Functional Engagement Participate in the firmwide Administrative Committee to share best practices Assist with recruiting efforts, including interview scheduling and follow-up Support financial tracking and vendor budgeting for the office Specific Qualifications: Minimum 2 years of administrative or office management experience, preferably in a professional or financial services environment Excellent written and verbal communication skills Highly organized with strong attention to detail and follow-through Ability to multitask and prioritize in a fast-paced environment Technically proficient; familiarity with Workday, Salesforce/Practifi, Microsoft Office, and Exact Target preferred Friendly and professional demeanor, with strong discretion and confidentiality Team-oriented with a proactive, service-driven mindset Expected Base Salary Range:
$80,000 - $90,000 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, LLC:
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. 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 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 local laws. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Administrative Industries Investment Banking Referrals increase your chances of interviewing at Evercore by 2x Get notified about new Administrative Assistant jobs in
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Join to apply for the
Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
role at
Evercore Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
Join to apply for the
Experienced Administrative Assistant & Office Manager - Wealth Management (San Francisco, California)
role at
Evercore Get AI-powered advice on this job and more exclusive features. What is the Position?
Evercore Wealth Management is seeking a dynamic, organized, and highly professional Administrative Assistant & Office Manager to support our San Francisco office. This in-office role requires a detail-oriented self-starter with excellent communication, administrative, and project management skills. The individual will support the Head of the San Francisco Office and the National Director of Wealth Planning, while leading day-to-day office operations. Primary Responsibilities:
Provide comprehensive administrative support and manage local office operations. Responsibilities include, but are not limited to the following: Administrative Support Provide high-level administrative support to senior leaders, including calendar management and complex travel coordination Prepare and process monthly expense reports in Workday Schedule and coordinate logistics for internal and external meetings, including catering Collaborate with compliance and marketing to draft and review marketing materials Maintain time-off records and assist with onboarding of new hires Office & Facilities Management Serve as the main point of contact for day-to-day office operations Manage supply inventory, kitchen needs, and technology equipment Coordinate with New York-based Facilities and IT teams for vendor support and office technology Ensure a professional and welcoming environment for clients and guests Event & Project Coordination Plan logistics for client meetings, internal events, and the annual San Francisco client event Lead local charitable and community engagement initiatives Maintain CRM mailing lists and contacts (Salesforce/Practifi) Manage client communications and distributions using Exact Target Provide support on strategic initiatives and ad hoc projects Cross-Functional Engagement Participate in the firmwide Administrative Committee to share best practices Assist with recruiting efforts, including interview scheduling and follow-up Support financial tracking and vendor budgeting for the office Specific Qualifications: Minimum 2 years of administrative or office management experience, preferably in a professional or financial services environment Excellent written and verbal communication skills Highly organized with strong attention to detail and follow-through Ability to multitask and prioritize in a fast-paced environment Technically proficient; familiarity with Workday, Salesforce/Practifi, Microsoft Office, and Exact Target preferred Friendly and professional demeanor, with strong discretion and confidentiality Team-oriented with a proactive, service-driven mindset Expected Base Salary Range:
$80,000 - $90,000 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, LLC:
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. 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 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 local laws. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Administrative Industries Investment Banking Referrals increase your chances of interviewing at Evercore by 2x Get notified about new Administrative Assistant jobs in
San Francisco, CA . San Francisco, CA $71,000.00-$116,000.00 10 hours ago San Francisco, CA $79,200.00-$105,600.00 2 weeks ago San Francisco, CA $32.00-$60.00 2 weeks ago San Francisco, CA $27.00-$27.00 1 month ago San Francisco, CA $90,000.00-$105,000.00 2 days ago San Francisco, CA $70,000.00-$83,000.00 3 days ago San Francisco, CA $68,000.00-$85,000.00 7 months ago San Francisco, CA $47.16-$67.50 19 hours ago San Francisco, CA $112,000.00-$140,000.00 12 hours ago San Francisco, CA $47.16-$67.50 2 weeks ago Executive Administrative Officer - Analyst
Executive Assistant, eero Internal Operations
San Francisco, CA $60,000.00-$75,000.00 6 days ago San Francisco, CA $47.16-$67.50 6 days ago Oakland, CA $135,000.00-$155,000.00 1 day ago Executive Operations Assistant to the CEO
San Francisco, CA $80,000.00-$90,000.00 1 month ago San Francisco, CA $79,100.00-$166,000.00 2 days ago San Francisco, CA $50,000.00-$65,000.00 2 weeks ago San Francisco, CA $32.00-$40.00 3 days ago San Francisco, CA $75,000.00-$80,000.00 2 weeks ago San Francisco, CA $90,000.00-$150,000.00 5 days ago San Francisco, CA $120,000.00-$125,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr