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- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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RESPONSIBILITIES AND DUTIES:
Create a memorable customer service experience for current and potential clients, and provide ongoing support to internal colleagues.
- Responsible for answering and directing incoming calls and greeting clients/guests.
- Responsible for distributing mail, courier packages, and other shipments.
- Keeps record of all employee requests and responds promptly, keeping employees informed on status of requests. Provides leadership to ensure Administrative Services issues/problems are resolved and escalated in a timely, cost-effective manner.
- Contacts appropriate vendors or internal support teams for maintenance issues, which may include facility-related issues or problems with technical equipment.
- Establishes and maintains business partner relationships with outsourcing vendors, service providers, suppliers, Information Systems staff, and department heads.
- Maintains pantry and supply rooms (order items and keep rooms organized).
- Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests.
- Coordinates physical access to the office (ID badges/alarm codes) for employees and vendors.
- Performs opening & closing procedures for the front desk. Performs security watch during business hours for all parties entering the office.
- Assists with small projects/tasks for local managers.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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RESPONSIBILITIES & DUTIES:
- On a daily basis leverage leading industry social listening tools to monitor the publicly available social media conversations about the brand, competitor brands, the industry and related adjunct news and events from external (not owned) social media channels and report insights back to the business through manual and automated alerts.
- Utilizing the insights discovered through daily listening, produce bi-weekly and monthly reports covering First Republic, competitors and prioritized focus subject areas that are determined by key stakeholders.
- Use social intelligence tools and other digital research methodologies to produce tailor-made research reports on topics and themes that are a priority for internal clients. These reports are by request and require understanding the objectives of the stakeholders and delivering actionable insights that are informative and directional and in a format that is easily consumed by those who may not be social media practitioners.
- Support the sub-functional teams within the Marketing department with their exploratory efforts in the area of influencer marketing. Applying current and relevant expertise in this area, in combination with leveraging social media intelligence data, to provide insights and recommendations that will arm internal clients with directional guidance.
- Lead regular occurring and ad-hoc meetings with each line-of-business for the purpose of understanding their ongoing and changing goals and objectives in order to strategize, plan and execute Digital
- Intelligence team research deliverables that add value and impact to the LOB’s efforts.
- Assist in managing partnerships and regular communications with Information Security, Corporate Security and Bank Security with a focus on identifying potential cyber and physical risks that could impact First Republic Bank, its employees or its clients.
- Manage Digital Intelligence’s internal online presence. This includes regular updating of the team web page by publishing all reports and research along with informative content (curated or created) that educates colleagues on a variety of topics and themes that relate to First Republic Bank business or the financial industry.
- Assist with social media business development programs and projects with the purpose of uncovering opportunities for bankers to enrich current client relationships and identification of new potential business. Requires knowledge of using social selling solutions and familiarity with customized prospect mapping.
- Contribute to existing daily, weekly and monthly Top Trending Topic Trend reports within specific social media ecosystems. Reports inform Marketing Managers as to what kind / type of collateral and general marketing materials to create as well as influences First Republic Bank hosted events. Must have experience with reporting automation and background in creating new and innovative reporting practices.
- Performs duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti- Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
DISCLAIMER: Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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- Provide a wide variety of support functions to multiple members of the team, with a focus on the Senior Vice President, Business Acceleration, which includes calendar management, travel arrangements, and expense reports.
- Help set agendas, prepare presentations, document meeting minutes, and manage action items
- Organize meetings and special events
- Applies judgment with full understanding of urgency and priorities of the business, routinely needing to multi-task with minimal direction
- Provides constant input and suggestion for process improvements
- Navigate organizational infrastructure to solve or resolve problems
- Perform duties and responsibilities specific to department functions and activities
- Perform other duties and responsibilities as required or assigned by supervisor
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- Responds to ATM/Debit Card inquiries, disputes, and monetary adjustments using Card Services and Visa systems in addition to our core banking system.
- Prepares, researches, and/or reviews ATM and Visa Debit card claims ensuring all disputes are processed in compliance with First Republic Bank’s policies and procedures, Visa and PIN network dispute resolution rules and regulations. Prepares cardholder dispute status notification letters while maintaining a database and balancing General Ledgers daily.
- Performs research and resolution, of dispute and fraud claims submitted by cardholders.
- Review supporting documents presented and leverage dispute resolution rules to determine recovery potential.
- Utilizes chargeback process to ensure that chargebacks are submitted correctly, and all required supporting documentation and conditions are met.
- Responds to each phase of the chargeback process including representments, pre-arbitrations, Arbitrations and Compliance filings.
- Reviews Visa and PIN Network Operating and Dispute Resolution rules and prepares training material and case studies for team.
- Supports outbound and inbound fraud detection calls to protect clients against fraud. Reviews, identifies, and verifies suspicious transactions with clients while effectively listening, connecting, and empathizing with clients who are victims of fraud.
- Monitor activity of off-site ATMs, balance daily settlement, reconciles general ledgers, processes cash orders, and logs and/or destroy returned ATM/Debit cards.
- Provides support to Preferred Banking Offices and Diebold technicians in response to ATMs, Cash Dispensing Units, and Magtek Instant Issue card equipment faults.
- Meets internal/external service level standards of 5% or less abandoned call ratio and 30-second or less/average speed to answer call.
- Cross trains in various functions within ATM & Card Services team in order support all ATM & Card Services team members.
- Completes project and tasks as assigned within allocated time frames.
- Perform other duties and responsibilities as required or assigned by supervisor.
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- Provide delivery leadership and direction on one or more projects while maintaining a high quality level of service while maintaining alignment to the Bank’s goals and strategy.
- Develop technology strategy and roadmap for a Salesforce platform and work flow automation platforms
- Provide vision and inspiration to deliver engaging, innovative, and client-centric wealth management technology solutions.
- Provide leadership in solution design and architecture for Salesforce & workflow automation applications projects, Analytics and integrations
- Build positive relationships and partnership with internal users, peers, engage key business stakeholders.
- Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
- Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows.
- Drive continuous process improvements
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- Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions
- Develop, implement, and optimize analytical processes and associated KPI’s to improve how we measure and report on the performance of the organization
- Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
- Code and modify SQL/ETL based on dashboard requirements
- Maintain validation of reporting business rules, documentation and distributions to proper stakeholders
- Train and educate co-workers on data visualization tools and best practices
- Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability
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DUTIES AND RESPONSIBILITIES:
Branch Operations
- Audits input and maintenance of all branch transactions according to branch policies and procedures
- Ensures branch balances daily
- Works with Compliance department to ensure compliance with FRB’s policies and procedures
- Participates in weekly Asset/Liability meetings
- Proactively reviews operating procedures and practices in order to identify possible deficiencies and improve efficiency
- Works with the Marketing department to ensure successful advertisement and implementation of new and existing bank products
- Works with Risk Management, Facilities and Deposit Operations to ensure the safety and security of branch premises, property and assets (including cash on hand, ATM machines, alarms, etc.) and to implement loss prevention measures.
- Works with Facilities and Human Resources to provide a safe and healthy work environment (i.e., equip branch with first aid items, ergonomic support, Workers’
- Compensation and Employee Assistance Program referrals, etc.).
- Responsible for managing the P & L of the branch
- Manages ATM and kiosk ATM installation and implementation as needed
- Travels as necessary to attend meetings, training sessions, client events, etc.
Sales, Business Development & Customer Service
- Establishes a Total Banking Relationship (both business and personal) by cross-selling: direct deposit, internet banking, overdraft protection, multiple deposit products, Investment and Trust Services.
- Accountable for the branch's productivity, deposit growth, customer retention and new referrals
- Accountable for delivering strong individual sales performance, including conducting outside sales efforts
- Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
- Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
- Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
- Proactively seeks ways to develop and expand customer relationships in order to build book of business and contribute towards meeting individual and branch sales goals
- Actively participates and develops branch sales promotions
Management
- Accountable for leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction goals
- Fosters a team environment in which all employees can perform to their full potential
- Supervises and coaches teams on professionalism, sales techniques, service expectations and compliance guidelines
- Ensures teamwork, cooperation and respect among branch office
- Leads the selection, training, supervision, and evaluation of branch staff, provides recommendations to bonus payments and other compensation actions
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Responsible for day to day operations in Item Processing. Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.
- Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes.
- Provide general telephone and email support for preferred banking offices.
- Completion of research requests, subpoenas for records and bank by mail processing.
- Daily tasks includes: Prepping and posting of bank by mail. Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records.
- Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc. 2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer
- Perform duties & responsibilities specific to department functions & activities.
- Performs 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.
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First Republic is looking for a high-quality, experienced individual to join the PWM team to oversee operations supporting our alternative investment business. The Alternative Investments Operations Manager will supervise the Operations and Private Placement teams in our Century City office.
The Alternative Investments Manager will be responsible for:
- Oversight of daily operations including; client onboarding, subscriptions, redemptions, capital calls, distributions, investor transfers, valuations, fund accounting and fund tax
- Integrity verification of investor records and compliance with firm and regulatory requirements
- Overseeing end-to-end compliance with Volcker requirements
- Production and review of reports to support regulatory reporting
- Serving as a subject matter expert on alternative investments policies and procedures in order to promote a strong culture of risk awareness
- Working closely with PWM Supervision, Wealth Managers, Investor Relations, FRIM Research, Alternative Investments Compliance and First Line Risk Manager to address operational issues and risks
- Conducting service provider reviews
- Driving the implementation and enhancement of technology supporting the alternative investments workflow
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The Rate Lock Desk Manager contributes to Secondary Marketing by overseeing the Rate Lock Desk, a highly visible team that monitors and responds to support requests via a special email address and hotline, provides mortgage loan pricing to the Bank, manages pricing and loan products in multiple systems and designs and executes a training program for the lending staff on products, pricing and related systems.
The ideal candidate will have a demonstrated ability to motivate and elevate staff, will display extraordinary customer service skills, have a willingness to take on responsibility and show a strong operational acumen with an eye for effective process.
- Oversee processes and procedures to ensure the accuracy of the daily mortgage rates and their timely release to the Bank.
- Ensure the Desk’s prompt and professional assistance to the Loan Teams and Executive Loan Committee, and act as an escalation point for issues.
- Coordinate staff schedules to ensure Rate Lock Desk service level agreements are met.
- Identify opportunities for process improvement and help architect solutions.
- Interface with internal and external systems managers to ensure accuracy of product and pricing information across platforms.
- Monitor the Desk’s technological needs and identify gaps or opportunities for efficiencies and improvements via technology.
- Interface with LSPS and Bank management with regard to products, pricing and all matters related to the Rate Lock Desk’s responsibilities.
- Keep LSPS managers informed of all Desk projects, issues and insights.
- Drive efforts to keep Loan Team training regarding pricing loans, including the use of the loan origination system and loan pricing engine, active and up-to-date.
- Interact with loan purchasers and manage loan sale documentation and process.
- Assist with any and all projects as needed for the department, such as software implementation and testing, changes to loan programs and updates due to regulatory requirements.
- Facilitate the creation and maintenance of Desk procedures.
- Identifies staffing needs to keep operations running efficiently and effectively.
- Assists LSPS analytics staff with departmental reporting, including data insights from Desk experience and interactions and overseeing the uniformity of Desk processes and data entry.
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- Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
- Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.
- Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.
- Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
- Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian. As necessary, utilize custodial websites, CRM client database and APX portfolio management system. Produce reports upon request.
- Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team). Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up
- Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals.
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
- Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
- 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.
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- Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
- Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.
- Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.
- Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
- Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system. Produce reports upon request.
- Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team). Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up
- Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals.
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
- Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
- 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.
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The QA Lead will work as a key technical resource for the portfolio of large corporate projects at First Republic Bank. The Software Quality Assurance Lead supports an agile team in analyzing, designing, building and testing high quality applications that exceeds our customer expectations. The SQA Lead will review functional requirements and user stories from business partners; develop test strategy, design test plans, write test cases, and perform testing for assigned applications. The candidate is expected to be a self-starter, requiring minimal oversight, is results-oriented, with a strong sense of teamwork. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.
In addition to these more general cross functional responsibilities, the QA Lead will also be responsible for the following:
- Design, develop and maintain a modular, extensible and reusable test automation scripts
- Innovating solutions to work around system limitations
- Adapting to new technologies and gain a functional understanding
- Understanding control procedures and disciplines
- Working with version control and Jira or similar ticketing system
- Problem solving with the ability to take a logical route to the source of an error
- Delivering high quality work and adapting to new challenges, as an individual or as part of a team
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- Manage internal processes for all communications activities and deliver on communications needs for the department (e.g. newsletters, all team meetings, large-scale emails, etc.)
- Work cross-functionally with internal teams (e.g. Marketing, Compliance) to develop and execute client and internal communications programs designed to drive company goals
- Maintain communication calendar and ensure all parties involved in production of content are organized, aligned and on target
- Create original content and execute timely revisions to senior-level strategic presentations on an on-going basis
- Manage materials including strategic plans, product documents, and reactive response statements
- Review and copy-edit materials for typographical and graphic consistency
- Partner with product and project managers to identify communication requirements for product launches
- Oversee and administer large-scale email campaigns to clients & other stakeholders
- Build relationships with bankers and other internal stakeholders to understand what messages are most relevant to intended audiences
- Engage with senior executives to promote strategic initiatives, and increase awareness of digital offerings for the company and clients
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Demonstrates thorough knowledge of all branch operations and banking policies and procedures
•Processes customer transactions according to branch policies and procedures
•Files and maintains bank records in compliance with branch policies and procedures
•Prepares and balances daily work, bank deposits, ATM and Night Depository
•Participates in maintenance of the branch office to represent the office in a positive manner
•Creates a memorable customer experience for current and potential customers
Demonstrates thorough understanding of all banking products and customer needs
•Promotes and cross-sells new banking products and services to customers
•Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
•Establishes and maintains professional relationships with customers to ensure repeat and referral business
•Actively contributes to the attainment of individual and branch sales goals
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DUTIES AND RESPONSIBILITIES:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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DUTIES AND RESPONSIBILITIES:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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DUTIES AND RESPONSIBILITIES:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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- Support the San Francisco Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line
- Manage business utilizing Smart Office agency management system
- Prepare memos, letters, documents and reports for internal and external distribution by translating conceptual direction into succinct communications
- Work closely with Compliance and Operations on requested approvals or reviews
- Manage calendaring and department wide communications.
- Track commission and revenue generated by the Estate and Business Planning Specialist
- Manage client opportunity list and client insurance underwriting file
- Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations.
- Excellent attention to detail and high degree of accuracy and consistency
