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Davy

Wealth management and financial planning services

Executive Assistant

Executive SupportPosted on Nov 12
Full-timeDublin, Ireland

About the Job

Requirements

  • Strong verbal and written communication skills, including stakeholder management and engagement.
  • Ability to manage multiple demanding initiatives concurrently, balance priorities, and meet tight deadlines.
  • Strong planning and organisational skills.
  • Strong Microsoft Office skills.
  • Accuracy and attention to detail.
  • Previous executive assistant experience is advantageous but not required.
  • Prior experience in a financial services environment is advantageous.

Responsibilities

  • Provide day-to-day confidential administrative support to the CEO, including scheduling meetings, managing calendars, and making travel arrangements.
  • Assist the CEO Business Manager by researching and compiling data, preparing reports, and maintaining relevant documentation.
  • Prepare and edit correspondence, communications, presentations, and other documents on behalf of the CEO.
  • Act as a primary point of contact for internal and external stakeholders on matters pertaining to the CEO.
  • Organise events and meetings, including coordinating logistics, diaries, and third-party dependencies.
  • Handle highly confidential information with discretion and professionalism.
  • Perform administrative duties as assigned, including expenses, invoices, minutes, and follow-up actions.
  • Comply with the risk and compliance frameworks, policies, and procedures associated with the role.
  • Undertake ad hoc projects as requested, working with the Head of CEO Office and CEO Business Manager.
  • Provide administrative support to the Davy Chairman, typically including scheduling meetings and expenses.
  • Provide administrative support to Davy Board members from time to time, typically limited to travel arrangements and expenses.
  • Provide administrative support to the Company Secretary for scheduling Executive Committee and Board meetings.
  • Support the Company Secretary and Assistant Company Secretary with day-to-day company secretarial and corporate governance matters, including managing, mitigating, and monitoring corporate governance risk.
  • Assist with statutory filing requirements and related internal processes, including annual returns, registrations, annual general meetings, the Register of Beneficial Ownership, capital contributions, and director changes.
  • Maintain statutory records, corporate structure and ownership charts, authorised signatory lists, and company registers for the company and its subsidiaries.
  • Manage timely execution of documents and application of the company seal in accordance with internal corporate governance procedures, with support from the senior company secretariat.
  • Lead on anti-money laundering and know-your-client queries arising from the business.
  • Support the CoSec Team in planning and organising quarterly Board meetings and related administration.
  • Assist the CoSec Team with Board-related events.
  • Assist the Assistant Company Secretary with management of subsidiary entities as required.

About the Company

Davy

Wealth management and financial planning services

Davy provides wealth and investment services in Ireland and the UK, offering financial planning and investment advice for high-net-worth individuals, SMEs, and institutional clients. It uses a team-based advisory approach to assess goals, craft tailored plans, and provide ongoing guidance through a network of professionals, backed by Bank of Ireland. The company differentiates itself with a long history (since 1926), strong client relationships, and a culture focused on client success, collaboration, and staff development, supported by its parent group for scale and stability. Its goal is to help clients achieve their financial objectives over time while growing its people and relationships.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Dublin, Ireland
Founded
1929

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