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.
This person will primarily assist designated Trust Officers in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements and fielding routine inquiries and requests from clients and business partners. In addition, this person will be responsible for setting up new accounts in Sungard AddVantage.
Skills, Knowledge and Abilities: