*This position will be located at our Corporate office in San Francisco, CA*
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 Onboarding Coordinator supports the Recruiting and Business Development managers in bringing investment professionals into Private Wealth Management. The critical function of the job will be to work on all aspects of readying the work environment for new hires. This person will prepare for the arrival of new hires by working with internal service providers (Marketing, Compliance, Information Services, Access & Identity Management, Technology Support, and Administrative Services) to ensure new hires have all tools and resources at hand to immediately service clients upon joining PWM. In addition, the Administrative Associate supports PWM’s recruitment efforts by providing assistance with scheduling, meeting logistics, updating the recruiting pipeline report and filing expense reports. In addition, the Administrative Associate will play a key role in implementing organizational structure around the recruiting and hiring process for Senior Wealth Management professionals. Some travel to other First Republic Bank locations may be necessary.
Preparing for the arrival of new investment professionals.
Support PWM’s recruitment efforts by providing assistance with scheduling, logistics, updating the recruiting pipeline report and filing expense reports.
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
Participate in the development of department policies and/or procedures and assist with client 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.
Skills, Knowledge and Abilities: