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 2007, Davy Private Clients UK is the leading provider of wealth management services to our clients in Northern Ireland. In this ever‑evolving industry we are pioneering new and exciting ways of delivering a highly personal and professional service to our enviable and expanding client base.
Why work with us
There are lots of benefits to working at Davy. Our city centre location, free access to our onsite gym and fitness studio, impressive social calendar, clear CSR programme, performance related bonuses, and investment in your further education demonstrate the value we place in developing and rewarding our staff. But above all, we have a clearly defined purpose and culture which guide everything we do. We hope more than anything else that it is our diverse, welcoming, and positive environment that makes Davy such a great team to be part of. Please note this role is full time based in Belfast.
About The Role
You will be part of our Admin/Facilities Team, a key role in delivering an exceptional client experience and working as part of the General Admin Team to support our broader UK business.
Key Responsibilities
* Call-handling of Davy switchboard calls - answer, screen and forward when necessary.
* Dealing with clients that call to reception in a professional and courteous manner, welcoming them, directing them and announcing them appropriately.
* Update appointment calendars and schedule meetings/appointments
* Provide assistance for meeting room bookings and catering as required and to liaise with relevant parties to ensure the delivery of a professional service;
* Maintain safe and clean Reception area
* Overseeing facilities within the office and reporting to the necessary departments
* Scanning all incoming and outgoing post when required
* Receive and sort daily mail/deliveries and couriers;
* General administrative duties within the Wealth Management and Financial Advisory businesses.
* Update client records as required within the DAVY systems
* Assist our New Business and Servicing Teams with administration tasks when required.
* Liaise and communicate with other team members in a clear and timely manner to ensure service delivery and team work
* Support onboarding activities for new hires (desk setup, welcome packs, access cards, etc.).
* Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
* Essential
o Previous experience in a receptionist, administrative, or front‑of‑house role.
o Exceptional communication skills, both verbal and written.
o Strong organisational skills with the ability to prioritise effectively.
o Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
o Professional, polished, and client‑focused demeanour.
o Ability to work autonomously and as part of a team.
* Desirable
o Experience within financial services, professional services, or similar corporate environment.
o Familiarity with CRM systems and digital meeting room software.
o Knowledge of compliance standards, GDPR, or regulated office environments.
Benefits
There are a whole host of other benefits that we offer including our city centre location, free access to our onsite gym, and impressive social calendar to name a few. We hope more than anything else that it is our diverse, welcoming and positive environment that makes Davy such a great team to be part of. Please note this role is full time based in Belfast.
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.
Davy Group is a member of the Bank of Ireland Group.
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