• Executive Assistant to Deputy Chief Banking Officer

    ID
    2019-8118
    Job Locations
    US-CA-San Francisco
    Category
    Administrative
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    At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic. 

     

    Incredible teams doing exceptional work, every day

    In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

     

    Common goals, uncommon potential

    The Executive Assistant will support the Deputy Chief Banking Officer in all administrative aspects of her busy day-to-day. A successful team member will partner closely with the Deputy Chief Banking Officer to optimize her efficiency through effective administrative support including, but not limited to, interacting with clients, prospects, and employees, answering phones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and managing special projects as assigned. A proven track record of the ability to take high level direction and to execute on various business initiatives is a strong plus.

     

    What you'll do as an Executive Assistant:

    • Alleviate administrative aspects of Regional Managing Director’s day to day.
    • Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, conference call-in and video conference details) and taking notes.
    • Ensure client relationship is maintained at the highest possible level. Ability to provide an exceptional client experience through every interaction is key.
    • Liaison between Deputy Chief Banking Officer, her clients, internal employees and 3rd party vendors.
    • Work with confidential information.
    • Resolve client issues using multiple systems and monitoring reports.
    • Prepare clear and concise memos, letters and other documents and reports, with minimal direction, for internal and external distribution.
    • Take direction and execute business initiatives with high level, conceptual direction.
    • Manage incoming phone calls, internal and external, as well as incoming and outgoing mail.
    • Schedule appointments and maintain calendar for Regional Managing Director, including making travel and hotel arrangements which requires independent decision making and judgement.
    • Copying, electronic filing/organizing and distribution of various reports and documents.
    • Create and submit expense reports, sponsorship requests, and check requisitions.
    • Create and maintain client and prospect contact lists for marketing mailings and various other mailers.
    • Make catering arrangements for team and client meetings as requested.
    • Order office and marketing supplies and create marketing packages.
    • Interact 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. Navigate organizational infrastructure to solve or resolve problems.
    • Provide input and suggestions for process improvements.
    • Stay in touch with all facets of the company and identifies potential issues to the before they escalate.
    • Assist with interview scheduling, onboarding and integration of new hires.
    • Attend meetings when necessary.
    • Maintain a flexible work schedule.

     

     

     

    You could be a great fit if you have:

    • Minimum of 3-5 years’ experience as an Executive Assistant.
    • Excellent written and verbal communication skills.
    • Proven ability to provide an exceptional level of client service.
    • High attention to detail with accuracy.
    • Strong organizational skills.
    • Intermediate to advanced technical skills, including Microsoft Office.
    • Ability to demonstrate a high level of professionalism and confidentiality is a must.
    • Hard-working, willing to work extra hours as necessary and able to thrive in a fast paced environment.
    • College degree required and understanding of banking and lending is a plus.

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.
    • Must be able to travel as position requires.
    • May be required to lift 25-50lbs.

    Are you a good fit?
    Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

     

    Apply now
    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability—that’s the First Republic way. Come join us!

     


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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