About Y TREE
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.
We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
The Role
- Oversee all daily operations, including stocking, tidying, post, inventory management (storage and office), and managing the desk booking system (Tactic).
- Be the primary contact for all incoming calls on the office mainline phone, answering professionally and efficiently, directing inquiries, and taking detailed messages.
- Source, research, and order all office supplies, including consumables and technology (fruit, milk, office supplies, etc.)
- Maintain relationships with all existing vendors, including cleaners and plant services and tracking renewal dates.
- Execute projects related to office aesthetics and comfort (e.g. soundproofing, painting). Work closely with Finance and Platforms on shared initiatives.
- Support new joiner onboarding, including office tours, access cards, and equipment setup.
- Manage the collection of office guests.
- Warmly greet and collect guests and visitors ensuring they are settled and directed appropriately.
- Preparing refreshments for guests and larger meetings
- General office maintenance - including clearing down meeting rooms, maintaining communal areas
- Log and track office-related invoices for finance monitoring
- Ad hoc support of the Business Support Team where necessary
About You
- Prior experience in an office, reception, or service-focused administrative role.
- You must be solutions-led and possess a proactive approach, able to identify problems and proactively seek answers and implement fixes without heavy supervision. A "can-do" attitude is essential.
- Detail Orientation: We require a methodical, meticulous, and detail-orientated approach to work, finding satisfaction in tracking inventory and ensuring invoices are correct.
- You must be professional, warm, and have a people-centred approach, sharing our values of collaboration and mutual respect.
- Communication: Possess excellent interpersonal communication skills, required for effective liaison with both internal stakeholders and external suppliers/contractors.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice
- As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
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.