Senior Executive Assistant at Y TREE | City of Westminster, England, United Kingdom | Rezi

Senior Executive Assistant at Y TREE

Senior Executive Assistant

Y TREE · City of Westminster, England, United Kingdom

4 months ago

Senior Executive Assistant

Y TREE · City of Westminster, England, United Kingdom

4 months ago
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About the Role

Provide high-level administrative support to the Network team, ensuring the smooth and efficient operation of the team and their activities.

Responsibilities

  • Act as a daily liaison with UHNW/HNW prospects, clients, and broader community members, coordinating meetings and relationship touchpoints while fostering trust and rapport.
  • Assist team members before and after meetings by providing concise briefs, managing follow-ups, and ensuring accurate, up-to-date records are maintained, including prospect research and materials preparation.
  • Assist in the planning, coordination, and administration of events and community gatherings.
  • Build, maintain, and update Network Team databases and CRM records.
  • Handle confidential and sensitive information with the utmost discretion and professionalism.

Requirements

  • Proven experience as an Executive Assistant or similar role in a fast-paced company.
  • Impeccable communication and interpersonal skills, with the ability to interact confidently with stakeholders at all levels.
  • Excellent organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
  • Attention to detail and a high level of accuracy in all work.
  • Discretion and confidentiality when handling sensitive information.
  • Proficiency in Microsoft Office suite and other relevant software applications.
  • Excellent grasp of written and verbal English.
  • Strongly motivated and sets demanding standards for personal excellence.

Skills

  • Slack
  • G-Suite
  • SalesForce

Work Type

  • Permanent

Experience Level

  • Senior

About the Company

  • Y TREE is a fast-growing tech-enabled wealth manager that is transforming people’s experience of the sector.
  • In an industry shaped by complexity and misaligned incentives Y TREE uses data, technology and institutional grade advice to bring transparency, evidence and accountability to every decision.
  • Y TREE is trusted as the adviser to a growing group of high-net-worth leaders from business, law, private equity, accounting, corporate finance, consulting, and sport.
  • The firm is fast paced, high performing and young-spirited.
  • Colleagues take the role seriously, but retain a sense of fun.
  • They collaborate constantly, pitch in to solve problems, and have a can-do can-do mindset.

Equal Opportunity

  • Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives.
  • Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process.
  • Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role.
  • Please note, that sponsorship is not available for this role.