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 for an Associate to support the CSR team to ensure the quality and timely completion of the CSR (Client Suitability Report) document.
Key responsibilities of this position will include:
- Process CSRs from task list generated daily in XPlan;
- Meet CSR individual and team performance targets for ‘run rate’ and ‘error rate’;
- Escalate process delays or issues to the CSR Process Owner on a weekly basis to ensure a continuous flow of CSR; production within agreed timelines;
- Contribute feedback, suggestions, and participate in root cause analysis and other CSR improvement initiatives;
- Implement corrective action, preventative actions, changes and improvements as necessary to the management of CSR production;
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
About You
- Third level qualification in a Business related discipline;
- Previous experience working in an administrative position;
- 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;
- Excellent organisational skills;
- An ability to prioritise own workload.
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, 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.
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.
Requirements
