Nominees Associate

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 opportunity has arisen to join the Nominees team within the Client Services department.

The successful candidate can expect to learn end-to-end settlement and post settlement activity within the Client Services function. This specific role will include ensuring that all domestic market and non-market activity on client accounts is recorded accurately and that all existing controls are observed. In the role, the successful candidate will:

• Develop knowledge in all aspects of the Davy Nominee function;
• Ensuring physical documentation relating to domestic settlements is processed to client accounts and accurately recorded on the day of receipt;
• Ensuring the effective settlement of all domestic sales on behalf of clients;
• Reconciling control accounts, within agreed timescales and rectifying discrepancies;
• Resolving queries from portfolio managers and dealers;
• Ensuring accurate and timely charging and invoicing for Davy Nominee services;
• Applying stamp duty and money laundering rules to non-market activity;
• Ensuring that corporate meetings are recorded and that proxy votes are submitted on time.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

About you

We are looking for somebody who has the following background and skills:

• A business/finance graduate or equivalent;
• Excellent accuracy and attention to detail;
• A positive customer service orientation;
• A proven record as a strong team player;
• A strong level of proficiency in Microsoft Office applications;
• Experience of successfully working to tight deadlines;
• A positive attitude, flexible outlook and a high level of initiative and enthusiasm.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by 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 and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.