Administrative Assistant

ID
2020-9956
Job Locations
US-CA-San Diego

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. 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 here. 

 

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.

 

The Assistant to the Deputy Regional Managing Director is responsible for optimizing efficiency through effective administrative support including, but not limited to interacting with clients, prospects, and employees, answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and special projects as assigned. Additionally, as a result of the dynamic nature of the deputy’s existing client portfolio, a significant emphasis will be placed on serving as the ad-hoc “operations officer”, including helping coordinate delegated collaborative efforts in all areas related to portfolio clients’ ‘customer experience’ – including tracking deadlines, underwriting and documentation efforts, compliance and overall service issues (as they arise).

 

What you’ll do as an Administrative Assistant:

  • Schedule appointments and maintain calendar for the Deputy Regional Managing Director, including making travel and hotel arrangements.
  • Handle incoming phone calls, and mail.
  • Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line, pictel) and taking minutes
  • Prepare memos, letters and other documents and reports for internal and external distribution.
  • Copy, file,/organize and distribute 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 client 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.
  • Lead and manage special projects as they arise on behalf of the Deputy Regional Managing Director.
  • Navigate organizational infrastructure to solve or resolve problems.
  • Provides input and suggestions for process improvements. 
  • Stay in touch with all facets of the company and identifies potential issues to the Deputy Regional Managing Director before they escalate.
  • Assist with the recruiting and integration of new hires.
  • Perform duties & responsibilities specific to department functions & activities.
  • Perform other duties & responsibilities as required or assigned by supervisor.
  • Attend meetings when necessary.
  • Maintain a flexible work schedule.

 

You could be a great fit if you have:

  • 5-7 years' experience in an administrative capacity
  • Excellent written and verbal communication skills, exceptional customer service orientation, and ability to pay close attention to detail and accuracy.
  • Strong organizational skills.
  • Adept at Microsoft Office applications.
  • Hard-working, willing to work extra hours as necessary, and able to thrive in a fast paced environment
  • Ability to navigate organizational infrastructure to solve or resolve problems.
  • College degree and strong understanding of banking and lending are required.

 

Job Demands:

  • Must be able to travel in a limited capacity.
  • 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.

Own your work and your career - apply now

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.

 

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!

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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