Evelyn Partners
Evelyn Partners Benefits Overview
Career Growth + Development
Provides customized development tracks
Job training & conferences
Offers apprenticeship programs
Compensation + Benefits
Offers generous parental leave
Offers health insurance
Offers life insurance
Provides a pension
Offers performance bonuses
Offers employee discounts
Work-Life Balance + Wellbeing
Offers paid volunteer time
Provides bereavement leave
Offers sabbatical leave
Offers unpaid extended leave
Company Culture
Offers a remote work program
Offers diversity-based Employee Resource Groups
Recently posted jobs
Fintech • Payments • Financial Services
Provide administrative support to financial planners and act as primary client contact. Schedule and coordinate meetings, prepare client documentation and meeting packs, process onboarding and Letters of Authority, update CRM, prepare reports, and handle withdrawal/drawdown requests while ensuring accuracy and regulatory compliance.
Fintech • Payments • Financial Services
Provide administrative support to financial planners, act as primary client contact, manage onboarding, prepare documentation and reports, process withdrawal/drawdown requests, and maintain CRM and regulatory-compliant records to ensure client satisfaction.
Fintech • Payments • Financial Services
Provide level 2 technical support for core wealth management platforms, triage incidents/requests, work with suppliers and internal teams on incidents, releases and upgrades, perform problem analysis, and participate in testing and release management.
