The Trust Custody Officer has the primary responsibilities of supervising and providing all private equity safekeeping account sales and administration, as well as providing standard custody account services. Specialized custody will also cover all types of escrow services that are offered by FRTC. The officer will administer all Private Equity Safekeeping, standard custody and escrow accounts in accordance with policies, procedures and standard practices. The officer will be our in-house subject matter expert and will play a significant role in the retention and development of FRTC business.
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.
Skills, Knowledge and Abilities:
Prefer five or more years of trust custody experience in various facets of the industry. Understanding of accounting systems; excellent analytical skills. Strong attention to detail and follow through.
College degree required; excellent communication skills; and practical job experience in the area of custody services for private equity and/or custody.