The Senior Associate will be a member of the First Republic Private Wealth Management (“PWM”) Administration Team assisting with new business tracking and reporting, budget planning, and managing the compensation program. The Senior Associate will primarily work with the Executive Management Team for PWM, reporting to the PWM Chief Administrative Officer. The Senior Associate will be responsible for preparing monthly and quarterly reports and presentations, summarizing revenue and expense growth, assisting with the development and monitoring of the business plan for PWM, working with Senior Wealth Management Professionals and Bankers on incentive compensation programs, creating and maintaining appropriate associated supporting documentation, and responding to audit and regulatory inquiries.
The position will interact with PWM Executive Management, PWM Operations, Wealth Management Professionals, HR/Compensation, Accounting and other functional groups. The position will be trained to fill in as needed for a variety of additional functions.
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
Preferred candidate will have: