Experienced Wealth & Fiduciary Analyst – Evercore Wealth Management

Experienced Wealth & Fiduciary Analyst – Evercore Wealth Management

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.

Preferred Qualifications

• Experience with eMoney, Schwab, Trust 3000, APX, Salesforce, or Practifi is a plus.