Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Travel & Client Services Executive coordinating travel and logistics for corporate events at Davy Group. Supporting Capital Markets team with logistics, administration, and stakeholder communication.
Responsibilities
- Proactively research, advise, book and manage reservations (flights, accommodation, rail, road) for Davy Capital Markets teams in line with our travel policy
- Proactively, advise companies on logistics for roadshows and accurate record confirmed logistics info in our CRM system
- Resolve queries to ensure information in the CRM is accurate and complete.
- Manage block booking contracts for accommodation for staff and clients around conferences and events.
- Maintain accurate travel records and expenditure within our CRM and files.
- Secure accommodation mainly using negotiated rates and preferred suppliers.
- Maintain relationships with preferred hotel suppliers and maintain a contact and rate spreadsheet for these suppliers.
- Maintain the DCM travel policy document updated if any changes are agreed during the year. Communicate and changes to teams (guiding principles: sustainable, ethical and economical)
- Work closely with colleagues on roadshow logistics and accurately record confirmed info in our CRM in a timely manner.
- Liaise with internal teams and external stakeholders to understand requirements and ensure smooth delivery of tasks.
- Ownership of some tasks involved with planning, preparation, execution and follow-up activities for various DCM events
- Ownership of one specific event around Thanksgiving. E.g. scheduling and logistics, book venue, event admin, catering, organise webinars; and occasionally provide on-site support at such events (conferences, corporate entertainment, site visits etc e.g re, registration at events, event admin.
- Weekly reconciliation of expenditure via Concur, an expense management tool
- Ensure compliance with company expense policies and resolve discrepancies promptly
- Proactive maintenance of our CRM (SingleTrack); ensure information is kept up to date to support efficient communications for marketing all events, roadshows and reporting.
- Collate and maintain the internal Capital Markets diary circulation – each Wednesday, utilising our CRM.
- Update the group-wide diary with all upcoming events and roadshows- each Friday
- Provide administrative support to the Capital Markets team, book meeting rooms, set up and test AV for meetings and ad hoc tasks. Occasionally source tickets for events
- Provide back-up / holiday cover to other team members.
- Collaborate with Corporate Access and wider DCM teams on sharing innovative ways to improve processes, efficiencies and productivity to add value to the team. Own some initiatives and work with the team to ensure they are implemented.
- Establish and maintain relationships with various teams across Capital Markets, external brokers and corporate clients and communicate effectively with clients, suppliers and colleagues at all levels of seniority
- Internal: Capital Markets (Equity Traders, Sales Trader, Corporate Broking, Equity Sales Desk, Research; Corporate Finance); Senior Management, Finance, Marketing, IS, Facilities,
- External: Service Providers (Venues / Airlines / Hotels / Ground Transportation). Corporate and institutional clients (Senior Management and Investor Relations, Portfolio Managers, Analysts, Support Teams), Brokers
Requirements
- Previous experience in corporate travel / logistics coordination, event or EA roles, preferably in a corporate or financial services environment.
- Highly proactive, reliable and resourceful - proven ability to work on own initiative, identify problems and seek solutions promptly
- Exceptional organisational skills with meticulous attention to detail
- Demonstrative capacity to work effectively independently and within a busy team environment / can prioritise their workload to meet deadlines
- A strong team player with a flexible, customer focused approach
- Enthusiastic person with a high level of professionalism, confidentiality and interpersonal skills
- IT skills, proficiency in MS 365 - Outlook, Word, Excel and experience with CRM systems and online meeting platforms preferable
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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