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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.