• Executive Assistant, Chief Accounting Officer

    Job Locations
    US-CA-San Francisco
  • Overview

    As an Executive Assistant at First Republic, you are at the core of executing the bank’s mission of providing extraordinary service to our clients and stakeholders. We’re looking for an exceptional Executive Assistant to support our Chief Accounting Officer (CAO) in a variety of administrative capacities. The ideal candidate will leverage his or her strong organizational skills to optimize our CAO’s efficiency by managing her calendar, communicating effectively with stakeholders, arranging travel logistics, drafting correspondence, and working on special projects as assigned. 


    • Direct interface with Accounting team members, including direct reports, senior executives of the Bank, other colleagues, as well as third party service providers, external auditors, regulators, and others.
    • Proactively and diplomatically manage CAO’s calendar; i.e., prioritize meetings, provide ample time to review meeting materials, and manage the cancellation or rescheduling of appointments.
    • Prepares and distributes external and internal correspondence including letters, emails, reports, and general communications. The ideal candidate must be able to independently translate conceptual content into succinct and concise prose.
    • Assists in preparation and submission of the financial and regulatory filings and reports.
    • Coordinates meeting schedules and travel arrangements which require independent decision making and judgment.
    • Navigates organizational infrastructure to solve or resolve problems.
    • Provides input and suggestions for process improvements.
    • Accessibility and support during non-business hours, including evenings and weekends, as required.
    • Works directly with many different departments including but not limited to Accounting, Financial Reporting, Board Relations, and Investor Relations.
    • Works closely with the Chief Financial Officer and his Executive Assistant.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • 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.



    Key Skills, Knowledge, and Abilities:


    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 a necessary, and able to thrive in a fast paced environment.  


    College degree and strong understanding of banking or financial services are required.


    Mental/Physical Requirements:


    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.



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