Credit Union Support Team Associate
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
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.
Requirements
About the role
An exciting opportunity has opened up in our Credit Union Support Team within the Private Clients Operations department. The successful candidate will gain experience in all aspects of custody, settlements, investments and client servicing for Davy's Credit Union business. In the role, the successful candidate will:
- Co-ordination of the daily investment process between Credit Unions, Investment Managers and deposit taking institutions.
- Settlement of all trade instructions for cash deposits, bonds, structured products.
- Processing corporate actions and dividends across client accounts.
- Responsible for running pre trade checks.
- Assisting in the monthly client valuation reporting process.
- Pricing and reconciliation of client assets.
- Provision of operational support to Investment Managers.
- Deal directly with Credit Unions on operational and accounting queries.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
- Support the CU sales team with client administration and record keeping
- Assist with KYC & AML reviews
- Complete client communications for CU support manager and CU sales team as requested.
- Responsible for running pre trade checks.
- Ensure all policies and procedures associated with the role are up-to-date.
About you
We are looking for somebody who has the following background and skills:
- 1 years relevant work experience at Administrator level.
- Excellent customer service and communication skills.
- Strong administration and organisational skills.
- Highly numerate and excellent attention to detail.
- Proficiency in Word and Excel.
- Ability to work to tight deadlines.
- Commitment to personal development.
- Proven team player with a flexible attitude towards work.
- Willingness to take initiative and participate in projects
Benefits
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
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
We offer a 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.
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.