First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
The Assistant to the Wealth Manager in First Republic Investment Management is responsible for optimizing efficiency through effective administrative support including, but not limited to, interacting with clients, prospects and employees and answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence and handling special projects as assigned.
PREFERRED SKILLS, KNOWLEDGE AND ABILITIES: