Probate Associate

About Us

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: www.davy.ie

We value our employees as much as our clients and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

About the Role

An opportunity has arisen for a Probate Associate to join the Client Services Department. The purpose of this role is to provide a professional and highly responsive service to clients, prospective clients, and all other persons contacting the Davy Probate team by telephone or email. Experience in probate is not necessary, as full training will be provided.

Key Responsibilities:

• Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries.
• Facilitate client requests by liaising with internal departments to ensure a best in class customer service experience.
• Ensuring all queries, from either an internal or external source, are efficiently and professionally resolved and responded to relating to administration of deceased estates and probate valuations.
• Ensuring all probate valuations, are produced and dispatched in an accurate and timely manner for administration of deceased estates.
• Ensuring all holdings are investigated, priced correctly and confirmed with the Registrars using a professional and precise approach.
• Ensuring all physical documentation is securely recorded and held in our safe custody.
• Ensuring that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal policies and standards.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

About You

• High level of initiative and enthusiasm with a positive attitude and flexible outlook.
• Customer service focus with a record of providing excellent customer service.
• Strong communication skills, both written and verbal.
• Problem solving skills.
• Proven record as a strong team player.
• Strong desktop and processing skills.

• Experience of successfully working to tight deadlines.

• Accuracy and attention to detail.

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. 

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.