First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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The Eagle Intelligence Product Engineering team is looking for talented software developers to grow its product suite. Help accelerate the growth of one of the world’s largest companies by generating and delivering valuable insights to our internal clients. We support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service. You’ll be part of a small team that manages a suite of internal applications that bankers use to serve their clients. Our team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to their business partners. The ideal candidate will have experience applying critical reasoning to sophisticated problems while working in: Stack: - js - React - C# - Python - SQL/NoSQL - Jenkins What you'll be doing as the Senior Full Stack Engineer: - Work with the team to design, develop, and support scalable applications/product features - Review, test, and deploy source code multiple times per day - Create web APIs and services to provide access to data and critical features - Come up with creative solutions to challenging problems - Collaborate closely with quant and data science teams - Work in a fast-paced environment and be a part of the bank’s rapid growth
Job ID
2020-9998
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you will do as a Site Reliability Engineer: - Responsible for developing proactive monitoring, maintenance, troubleshooting, repair and upgrades of servers, network infrastructure, base software services, power distribution, environmental systems for the distributed internal network as well as monitoring of connectivity to 3rd party vendors, partners and subsidiaries. - Single point for technical issues that require advanced skill, knowledge and troubleshooting. - Responsible for identification, development of automation and self-healing systems for triage, rapid recovery and service restoration. - Responsible for critical business data transfers end to end from development to monitoring. - Participates in disaster recovery, business continuity test by performing documented recovery procedures and troubleshooting issues that may be encountered. - 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 Security 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.
Job ID
2020-9986
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position reports to the Director, Operations Analysis & Process Improvement (OAPI). The Program Manager will partner closely with the business to lead and/or support process improvement initiatives. This includes engaging across various levels of the organization to identify the problem, collaboratively develop a solution, and implement appropriate solutions. The Program Manager will own all aspects of the process improvement initiative including requirements gathering, working with Information Services and other technology team/vendors to successfully implement and demonstrably improve the process. This role requires a deep understanding of system functionality, and banking products and operations. Candidates must be results oriented, and have excellent verbal and written communication skills to interact with stakeholders at every level, including Executive Management. Strong experience with customer service, call center operations and / or payment platforms is a plus.   What you’ll do as a Program Manager: - Work with various functional groups to identify opportunities for process improvement. Perform detailed analysis for enhancement – existing workflows, gap assessment (incl. risk and control), identify improvement opportunities and potential solutions, and perform cost benefit analysis where appropriate. Collaborate with project teams, business and technology partners to jointly identify business requirements. - Once an opportunity moves into the implementation phase, own all aspects of implementation including process re-engineering, collaborating with vendor and Info Services team for deployment management, reporting and tracking. Ensure business requirements are being met with the delivered business functionality of vendor and/or internal technology solution and/or changes to operational processes. - Program Manager’s responsibilities also include: a. Performance management (process and program level) b. SLA adherence c. Compliance requirements (Regulatory and Internal) d. Documentation e. Program governance f. Reporting (process and program level). - Develop and communicate process changes, enhancements, and modifications – verbally and through written documentation – to management, peers, staff, and other employees so that issues and solutions are understood. - Additional responsibilities include the following: 1. Adhering to and complying with all applicable federate 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.
Job ID
2020-9985
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential     As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - 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. - Promotes and introduces 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 and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2020-9920
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9915
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Sarbanes-Oxley (SOX) Business Process (BP) Analyst you will be responsible for supporting the BP-related components of the SOX Program and continually enhancing it to keep up with the dynamic growth of the Bank. You will have the opportunity to work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and operating effectively, that SOX-compliant control documentation is maintained, and that any BP ICOFR deficiencies are assessed for severity and remediated, as needed.   In this position, you will report to the BP Manager and work with a mix of internal and external co-sourced team members to execute program activities. In addition, you will be involved in special projects related to systems and new accounting standards implementations, while assessing their impact on SOX and ICOFR.   What you’ll do as a SOX Senior Business Process Analyst: - Support the BP Manager in completing the annual SOX scoping and materiality assessments and risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with each business unit SOX Liaison on all SOX-related activities, including walkthroughs, testing and remediation activities. - Execute on SOX BP testing by identifying and documenting SOX key controls and assist the business in enhancing process documentation. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR. - Work closely with the Bank’s Vendor Management group and SOX Liaisons to help identify end user controls and SOC 1 Type II report reviews. - Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program. - Assist the BP Manager in preparing BP-related materials for the SOX Reporting Committee. - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team in the continuous enhancement of the program with the potential implementation of a SOX workflow application to automate the SOX process, including reporting and systematically connecting workpapers. - Assist the BP Manager in performing assessments of the SOX impact of new initiatives, including system implementations/updates, new accounting standards and various special projects. - Share information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2020-9886
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Contingent Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Contingent Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2020-9864
City
Menlo Park
State
CA
Position Type
Contingent Worker (CON)
The position will work closely with other Network Security Engineers and Information Services personnel to ensure appropriate controls are in place, and to ensure that security policies are being effectively employed.    RESPONSIBILITIES AND DUTIES: - Information Security Threat and Vulnerability Management - Responsible for configuring vulnerability assessment tools, as well as performing scans, researching and analyzing vulnerabilities, identifying relevant threats, corrective action recommendations, summarizing and reporting results. - Analyze penetration test results and engage with technology partners and business units in order to resolve identified vulnerabilities within SLAs. - Approaches for addressing vulnerabilities include system patching, deployment of specialized controls, code or infrastructure changes, and changes in development processes. - Identify and resolve any false positive findings in assessment results. - Information Security Threat and Vulnerability - Reporting Produce metrics and reporting on the state of system security, threat, vulnerability and patch management. - Design and deliver actionable Information Security dashboards and scorecards. - Analyze data sources and recommend optimal data sources to provide relevant reporting. - Provide IT Governance metrics and reporting - Oversee Remediation Activities: - Manage tracking and remediation of vulnerabilities by leveraging agreed-upon action plans and timelines with responsible technology developers and support teams. - Recommend appropriate policy, standards, process and procedural updates as part of comprehensive remediation solutions. - Validate remediation by reviewing application updates or deployed mitigations to verify resolution.
Job ID
2020-9846
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Director, Facilities Accounting will serve as a partner to First Republic Bank’s Chief Accounting Officer, accounting team leadership and Bank’s management and will provide solid business council to the Facilities accounting team. The individual will have responsibility for various aspects of financial close and monthly and quarterly reporting as it relates to Facilities, including Leases and Fixed Assets (collectively, “Facilities”); maintaining the accounting structure, procedures and controls; and application of appropriate technical accounting and regulatory rules for the areas of responsibility. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a Director, Facilities Accounting: - Provide oversight of Facilities accounting operations - Lead monthly and quarterly close processes for Facilities. - Ensure timeliness, accuracy and usefulness of reporting as it relates to Facilities; oversee the preparation and communication of monthly, quarterly and year-end internal financial reports for the areas of responsibility - Analyze and ensure compliance with ASC 842 Leases and ASU 2018-15 Cloud Computing Arrangements - Prepare various analyses and forecasts provided to the Accounting and executive leadership - Analyze complex contracts and ensure proper accounting treatment - Work closely with IS, Project Management, Procurement teams to analyze the accounting treatment and timely recording of the assets relating to the projects - Take a leadership role on the strategic roll-out of the procure-to-pay solution as it relates to Facilities - Lead process improvements, operational effectiveness and automation initiatives related to Facilities area - Participate and play a leading role in other Accounting department-wide automation and technology-based initiatives and system implementations - Support other special projects - Ensure maintenance of effective internal controls and appropriate accounting procedures for the areas of responsibility, including evaluation of processes and controls for compliance with SOX. - Key liaison with external and internal auditors, as well as regulators for their audits and examinations of the Facilities area. - Provide leadership, strategic direction and oversight to the Facilities accounting team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-9836
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Loan Closing Manager, Residential Lending: - Manage closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Assist with doc prep file QC and provide results as feedback to closers. - Deliver funding/closing report to finance and other departments to ensure that all funds are available at the required time. - Act as a mentor and subject matter trainer to staff; encourage associate development and advancement. - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the group. - Provide training, conduct performance reviews and complete any other supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as 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.
Job ID
2020-9728
City
New York
State
NY
Position Type
Regular Employee (REG)
The Deposits Quality Assurance Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits Quality Assurance Specialist: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional 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. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc.
Job ID
2020-9726
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-9725
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-9722
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Alternative Investments Associate-Contingent, you are responsible for the reconciliation of equity and fixed income accounts. This responsibility includes but is not limited to resolving breaks and exceptions between FRIM’s account system Advent APX and the holdings reported by the various custodians, on a daily basis.  This reconciliation must be performed accurately to prevent possible risk related to trading and corporate actions.  The individual must be a team player, able to work under pressure and meet deadlines.   What you’ll do as a Alternative Investments Associate- Contingent: - Analysis and organization of corporate action announcement data received from data vendors, custodian banks, trustees, information agents, exchanges, and regulatory agencies Creation and follow-up of corporate action event notifications distributed internally across the firm (Portfolio Managers, Traders, Analysts, Operation groups) - Processing the direct AI capital calls and communicating the activity and status with the reassigned WM’s - Maintain system by accurately tracking pricing, security master and system quality control. - Respond to inquiries and requests from internal teams across the organization. - Preparation of weekly and monthly reports. - Ensure department is audit ready and assist in both internal and external audits pertaining to accounts maintained on APX system. - Performs other duties and responsibilities as required or assigned by department managers and/or senior associates.
Job ID
2020-9691
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential Responsible for reviewing new commercial loans, renewals and modifications to ensure key aspects of approval conform with the loan documents, the loan accounting system (ASFIII), and the covenant tracking system LoanVantage (LV). Issues requiring resolution—e.g., discrepancies, errors, and missing or defective documentation are entered into the Observation Tracking Log and the responsible parties notified. Covenants and due date ticklers are entered into or confirmed using the LoanVantage system.   Key requirements of the position include: a strong knowledge of loan documents; quickly developing proficiency with AFSIII, OnBase, and LoanVantage; excellent attention to detail; strong interpersonal skills; a desire to learn; plus the ability to effectively manage time and changing priorities.   What you’ll do as a Credit Administration Analyst -  Validations: - Validations - New commercial loans, renewals and modifications are reviewed timely, accurately and appropriately according to written procedures and guidelines to confirm key aspects of approval conform with the loan documents, AFS III, and LV. - Pursue clarifying or corrective action in a timely and effective manner while providing quality service to all parties. - Apprise management of substantive non-compliance issues and adverse trends. - Tickler Set Up - Review loan documents to accurately assess Tickler requirements and dates. - Set up Ticklers in adherence with applicable Bank standards and tracking system requirements. - Identify issues and pursue resolution in a timely and effective manner. - LoanVantage - Increase level of LV proficiency in all core job functions with existing functionality. - Readily develop proficiency with any new functionality. - Productivity - While placing quality of work as first priority and volume as second, complete assigned work according to expectations. - Validation Team Support and Development - Identify areas for increased efficiencies in processes and higher quality internal service, and make recommendations accordingly. - Assist with training new colleagues and cross-training existing ones. - Perform other duties and responsibilities as assigned by manager. - Assist with assigned projects and special requests.
Job ID
2020-9659
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under minimal supervision, the Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Senior Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as an Accountant: - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger Accounts within deadlines. - Provide detailed support to Accounting Management on financial reports and schedules and regulatory reporting such as the 10Q & 10K and the Call Report. - Identify, research, investigate, and problem-solve GL account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on responding to inquiries from internal and external auditors. - Organize and maintain updated accounting procedures respective to assigned tasks.  - Assist in various projects as needed. - Review standard journal entries for accuracy and completeness. - Perform detailed analysis and ad hoc reports of various financial data to include but not limited to general ledger account, P & L line trend and other financial statement reports. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and 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.
Job ID
2020-9655
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9643
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9629
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services team, the Workplace Productivity Technology Team drives the vision to create an industry leading, client-centric technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation and development of innovative, cutting-edge solutionsThis position supports development and implementation of Client Lifecycle Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience maintains the highest standards of the Bank.  He/she/they must be a highly motivated, quality driven engineering architect for the team. The Solution Architect - Salesforce will consistently deliver solutions meeting the highest standards. Collaboration with Business Integration Architects is fundamental to achieve and maintain alignment across the program and enterprise.  While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities across various IS groups.   What you’ll do as a Solutions Architect: - Lead end-to-end (conception, development, maintenance and evolution) implementation of salesforce technology solutions. Includes working as an effective liaison between the front, middle and back office, business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Determine the specific resource needs and structure of the team, and recruit, motivate, and coach highly capable software engineers with deep technical and domain expertise. - Drive technical excellence and implementation of best engineering practices. - Provide vision and inspiration to deliver engaging, innovative, and client-centric Salesforce technology solutions. “What if?” approach to collaboration and providing solutions addressing “real life” experiences. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Review other developers’ solutions and assure adherence to the highest quality standards. - 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. - Create and maintain an open and transparent environment that values speed and innovation.
Job ID
2020-9624
Category
Client Lifecycle Management
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As a Security Risk and Compliance Specialist, you’ll play a key role in supporting the information security risk management process within the Bank. You’ll also be responsible for assessing the adequacy of the security and business continuity / disaster recovery controls of First Republic’s vendors and recommending mitigating controls. In this role, you’ll have the opportunity to handle compliance reviews of information technology policy and procedures, the tracking of remediation items, security risk reporting and tracking, and information technology audit preparation and responses. You’ll have the opportunity to be a self-starter who proactively seeks solutions to difficult problems.    What you’ll do as a Security Risk and Compliance Specialist: - Review the security and business continuity controls of the Bank’s vendor-based solutions for compliance with First Republic’s policy and procedures on an ongoing basis. - Identify and communicate recommended security and business continuity controls and control deficiencies to the Bank’s various business units. - Document and monitor the implementation of controls for technology and business project plans. - Review and analyze vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and propose revisions as necessary. - Maintain a broad knowledge of best practices and trends in the field of IT controls, information security and business continuity.
Job ID
2020-9619
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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