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.
Responsibilities for the Associate for First Republic Private Wealth Management (PWM) Business Administration include: interacting with clients, prospects, employees and prospective employees, preparing meeting materials, scheduling meetings and appointments, making travel arrangements, preparing correspondence and handling special projects as assigned.
The position will interact with PWM Executive Managers and Executive Assistants, Clients and Prospective Clients, Senior Wealth Management Professionals and prospective new Senior Wealth Management Professional hires, Bankers and Regional Banking Leaders, Prospective Employees and other functional groups. The position will be trained to fill in as needed for a variety of additional functions.
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.
PREFERRED SKILLS, KNOWLEDGE AND ABILITIES: