• Administrative Assistant

    ID
    2019-7330
    Job Locations
    US-NY-New York
    Category
    Administrative
  • Overview

    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.

     

    First Republic Bank is searching for a motivated professional with excellent organizational and administrative skills to join our team.  As an Administrative Assistant, you will be responsible for optimizing efficiency through effective administrative support including but not limited to: interacting with various departments as a liaison for Loan Teams or Management, preparing correspondence, preparing, planning and executing origination support events for management and team members, answering telephones, scheduling meetings and appointments, assisting on special projects as assigned. Utilizing your strong reporting and presentation skills, you will also have the exciting opportunity to manage data and interpret production reports in order to design and deliver concise and informative presentations to all levels of staff, including executive management.

     

     

    Responsibilities

    • Prepare and present data as needed to various levels of staff, including senior and C-level management.
    • Prepare memos, letters and other documents and reports for internal and external distribution.
    • Coordinate and facilitate meetings, to include gathering/preparing agenda/materials, arranging communications logistics as necessary (remote or otherwise), and taking minutes. 
    • Handle incoming phone calls, internal and external, as well as all other forms of incoming and outgoing correspondence.
    • Schedule appointments and maintain calendar for Manager, including making travel and hotel arrangements.
    • Handle copying, filing/organizing and distribution of various reports and documents.
    • Submit expense reports, sponsorship requests, and check requisitions.
    • Create and maintain client and prospect address lists for marketing mailings and various other mailers.
    • Make catering arrangements for team and vendor meetings as requested.
    • Order office and marketing supplies and create marketing packages.
    • Interface directly with all levels of external clients and prospects as well as internal team members including senior executives. 
    • Lead and manage special projects as they arise on behalf of the Manager. Act as a liaison for the loan team and Relationship Managers (RMs) in absence of Manager.
    • Navigate organizational infrastructure to solve or resolve problems.
    • Provide input and suggestions for process improvements. 
    • Assist with the recruiting and integration of new hires.
    • Perform 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. 

     
     

    Qualifications

    • 3-5 years of experience in the financial services industry required.
    • Must possess strong working knowledge of MS Office, particularly Excel and PowerPoint.
    • Bachelor's Degree preferred.
    • Must possess excellent written and verbal communication skills.
    • Must be able to confidently and professionally communicate with all levels of staff, including Executive Management.
    • Must possess strong presentation skills.
    • Must possess excellent customer service skills.
    • Must be able to work efficiently and accurately, and possess a keen eye for detail.
    • Must be able to thrive in a fast-paced environment.

     

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