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Associate Director, Trust Services

Company: First Republic Bank
Location: San Francisco
Posted on: April 9, 2021

Job Description:

First Republic Bank is committed to a policy of equal employment opportunity for all employees and applicants for employment, without regard to race, color, religion, sex, pregnancy, childbirth, sexual orientation, gender identification, national origin, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, citizenship status, veteran status or any other legally protected category, in accordance with applicable federal, state and local law. Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender Investment Advisory services are provided by First Republic Investment Management, Inc. Trust services are provided by First Republic Trust Company and First Republic Trust Company of Delaware LLC. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA / SIPC . Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728. Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value. Careers - First Republic Bank - Associate Director, Trust Services in Wilmington, Delaware - Careers at Delaware (FRTC) Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log back in! Associate Director, Trust Services ID 2021-12139 Job Locations US-DE-Wilmington Category Wealth Management 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 First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals. This person will primarily be responsible for managing the complete new account process. This person will be responsible for helping to streamline office processes and develop efficiencies along with the Regional Team Lead and may take on supervisory responsibilities as needed. What you will do as an Associate Director, Trust Services:

  • Manage the entire new account acceptance and opening process in conjunction with the Regional Team Lead including a preliminary review of trust documents for acceptance to flag any potential risks and reduce overall time spent in the review stage
  • Open new accounts and complete set up including reminders for future administrative events to ensure smooth trust administration
  • Complete initial account reviews to document that all account opening requirements have been met
  • Manage to-do list for post-opening requirements, and take the lead in the official hand-off to assigned trust officer
  • Take charge of fee discussions and obtaining approval for any discounts. Set up fees.--
  • Work with asset transfer team to initiate asset transfers from prior Trustee and ensure all book-entry assets are posted in conjunction with an appropriate letter of direction
  • Manage projects as assigned by Regional Team Lead, including capital calls for the Delaware trust book
  • Build processes within the Delaware team to maximize efficiency and minimize risk
  • Work with the Chief Fiduciary Officer and executive management team to work efficiencies through the trust company
  • Assist Regional Team Lead in supervising trust support personnal
  • Administer low-maintenance accounts as assigned
  • Perform duties & responsibilities specific to department functions & activities or as 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 What skills you will use:
    • Knowledge and understanding of the Trust business are beneficial
    • College degree or comparable job experience preferred 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. 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. Options Apply for this job online Apply Share Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Need help finding the right job? We can recommend jobs specifically for you!Click here to get started. Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com

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Keywords: First Republic Bank, San Francisco , Associate Director, Trust Services, Executive , San Francisco, California

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