About us From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role An exciting opportunity has opened up in our Client Service Executive to join our Wealth Management division. In the role, the successful candidate will:
Provide general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.Act as the first point of contact to clients; dealing promptly and efficiently with client queries.Prepare investment presentations and collate documentation for client meetings; audit customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.Manage follow-up activities from client meetings; complete minutes of meetings and monitor completion of tasks.Update and monitor the CRM system on an ongoing basis; prepare documentation to comply with legislative requirements in data management for our clients.Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met.Manage reporting and operation of tasks in conjunction with other team members; implement and communicate company practice in carrying out tasks.Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events.Participate in interdepartmental projects to identify best practices to enhance client servicing.Work with the team on the completion and follow-up of Investor Policy Statements.Contribute to company campaign workshops.Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.About you We are looking for somebody who has the following background and skills:
A minimum of 1 year of experience working in an administrative position;Degree or Masters level in Business/Finance related area;A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;A flexible, positive attitude towards work;Excellent attention to detail;An ability to work effectively as part of a team;A professional telephone manner;Excellent organisational skills;An ability to prioritise own workload.What we offer We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits include competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. We focus on developing our people to be their best, professionally and personally.
Training support provided by an award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
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