Credit Union Support Team Associate
2 days ago
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 excellent opportunity has arisen to join the 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-ordinate 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.
- 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 year 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.
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, 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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