Administrative Assistant, Bank Operations

ID
2022-15819
Job Locations
US-MA-Boston | US-CA-San Francisco

 

At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic. 

 

Incredible teams doing exceptional work, every day.

The Bank Operations team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.  In Bank Operations, we are committed to growing and evolving First Republic and its culture by attracting, retaining and supporting our most valuable resource: people.  Providing our clients with extraordinary service is our commitment; their satisfaction is our reward.

 

As an Administrative Assistant you will be responsible for directly supporting the day-to-day time management and administrative needs of multiple Bank Operations, Deposit Services and Client Care leaders and indirectly supporting the needs of the department. Routine duties include phone and email support, organization of meetings and events, assist in travel arrangements and expense reporting, coordination of calendar, meeting minute taking, and preparation of presentation/meeting materials.  You will help prepare presentation and work on projects for the leaders and department.   

 

What you’ll do as an Administrative Assistant:

  • Proactively manage calendars, prioritize meetings, provide ample time to review meeting materials, and visibility to any cancellations or rescheduling.
  • Perform administrative duties such as answering phones, taking messages, mailings, photocopying, planning meetings, ordering office supplies.
  • Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence
  • Ensure workspace readiness for new team members with a lead role in onboarding new employees to the department. Coordinate ongoing premises and office supply needs.
  • Coordinate technology/communication needs for large and small meetings with internal IT team.
  • Arrange travel to maximize efficiency of schedules. Create and submit expense reports in a timely manner. Ensure all expenses captured.
  • Prepare or edit memos and presentations. Create and submit materials based on input from leaders and other executives.
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • Participate in the development of department procedures and assist with specific projects as assigned.
  • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 

 

What skills you will use as an Administrative Assistant:

  • Three or more years of experience in a professional office environment and/or administrative function
  • Highly proficient with Windows, Microsoft Office Suite (i.e., Word, Excel and PowerPoint). Must be extremely skilled in PowerPoint.
  • Ability to effectively and proactively prioritize daily responsibilities and projects
  • Ability to work effectively meeting stringent timelines/deadlines.
  • Strong attention to detail.
  • Excellent verbal and written communication skills; must be able to communicate effectively, professionally, and with tact with all levels of personnel whether in person, on the phone or via email.
  • Quick learner and ability to manage multiple
  • Excellent problem solving and critical thinking
  • Strong organizational and follow-up skills with exceptional interpersonal skills, friendly and professional demeanor and team player.

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic. 

 

If you are curious to learn more about this opportunity, we'd love to hear from you.

 

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

 

For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

 

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