First Republic Bank

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Client Service Associate & Executive Assistant

Client Service Associate & Executive Assistant

ID 
2017-4666
Job Locations 
US-CA-San Francisco
Category 
Administrative

More information about this job

Overview

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 Executive Assistant to the Executive Managing Director is responsible for optimizing their efficiency through effective administrative support including, but not limited to interacting with clients, prospects, and employees, answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and special projects as assigned.

Responsibilities

  • Schedule appointments and maintain calendar for EMD, including making travel and hotel arrangements which requires independent decision making and judgement.
  • Handle incoming phone calls, internal and external, as well as incoming and outgoing mail.
  • Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line, pictel) and taking minutes
  • Prepare memos, letters and other documents and reports for internal and external distribution. Is able to independently translate conceptual direction into succinct communications.
  • Copying, filing/organizing and distribution of various reports and documents
  • Submit expense reports, sponsorship requests, and check requisitions.
  • Create and maintain client and prospect address lists for marketing mailings and various other mailers.
  • Make catering arrangements for team and client meetings as requested.
  • Order office and marketing supplies and create marketing packages.
  • Direct interface with all levels of external clients and prospects as well as internal team members including senior executives. 
  • Leads and manages special projects as they arise on behalf of the RMD.
  • Navigate organizational infrastructure to solve or resolve problems.
  • Provides input and suggestions for process improvements. 
  • Stays in touch with all facets of the company and identifies potential issues to the RMD before they escalate.
  • Assists with the recruiting and integration of new hires
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Attends meetings when necessary
  • Prepare pre-approval letters
  • Send needs lists to clients
  • Gather loan documentation
  • Create rate breakdowns based on loan information
  • Stack loan files
  • Loan processing and loan analysis
  • Identify cross sell opportunities to the Relationship Manager

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.

Qualifications

KEY SKILLS, KNOWLEDGE AND ABILITIES:

  • The successful candidate must possess excellent written and verbal communication skills, exceptional customer service orientation, ability to pay close attention to detail and accuracy, strong organizational and Microsoft Office skills. 
  • The qualified individual must be hard-working, willing to work extra hours as necessary, and able to thrive in a fast paced environment.
  • Must have the ability to exercise reasonable judgment.
  • Financial Services Experience Preferred
  • College degree and strong understanding of banking and lending are required.

MENTAL/PHYSICAL REQUIREMENTS:

  • Ability to learn and comprehend basic instructions; understand the meaning of words and respond effectively; and perform basic arithmetic accurately and quickly.

  • Vision must be sufficient to read data reports, manuals and computer screens.

  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.

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