The Trust Associate is primarily responsible for the daily processing of all securities and cash related functions for FRTC. This may include trade settlements processing, income collection, Transfer of Assets - free receipts and deliveries, cash disbursements and receipts, and Mutual Fund trading. The associate will provide daily operational support to Trust Officers and Administrators as needed, as well as cross-train and provide support for various operational functions within the department. Additional responsibilities may include securities processing activities, income processing, year-end tax reporting, and a variety of other operational tasks and responsibilities in support of the trust company.
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.
KEY SKILLS, KNOWLEDGE AND ABILITIES: