• Executive Assistant

    ID
    2018-6386
    Job Locations
    US-CA-San Francisco
    Category
    Administrative
  • Overview

    About First Republic:

    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.

     

    About the Role:

    The Executive Assistant to the Managing Director (MD) of Eagle Lending is responsible for optimizing the MD’s 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 the Managing Director (MD), 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) and taking minutes.
    • Prepare memos, letters and other documents and reports for internal.
    • Copying, filing/organizing and distribution of various reports and documents.
    • Submit expense reports.
    • Make catering arrangements for team and client meetings as requested.
    • 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 MD.
    • 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 MD before they escalate.

    Qualifications

    • 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.

     

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