About the role
Provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
Acting as the first point of contact to clients; dealing promptly and efficiently with client queries.
Preparation of investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
Management of follow-up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
Updating and monitoring the CRM system on an ongoing basis; preparing 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 executing tasks; acting as the primary point of contact with all internal departments.
Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
Liaising 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.
Occasional out of office hours.
Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
Working with the team on the completion and follow up of Investor Policy Statement.
Contribute in company campaign workshops.
Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
About you
Minimum of 1 year of experience working in an administrative position.
Degree or Masters level in Business / Finance related area.
High level of proficiency in MS Word, Excel, Outlook and PowerPoint.
Flexible, positive attitude towards work.
Excellent attention to detail.
Ability to work effectively as part of a team.
Professional telephone manner.
Excellent organisational skills.
Ability to prioritise own workload.
Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy.
We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid.
Our Sports & Social teams promote physical wellbeing and social connection.
Reward and Recognition
Competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
Growth and Development
Our award-winning L&D function supports you and your growth at Davy.
We offer a comprehensive range of professional and personal development opportunities.
Our culture supports learning, and we encourage you to explore more at Davy.
Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging.
We are flexible and continue to support a hybrid working model.
You will get to be your best at Davy.
Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
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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