Senior Executive Assistant

Y TREE; Greater London; On-site; GBP 48,000 - 62,000; Full time

Benefits offered by this job

Private healthcare via Vitality

Employee wellbeing programme

25 days annual leave

Team socials

Dog-friendly London office

3% employer pension contribution

Family-friendly policies

Support for professional quals

Electric car schemes

Job summary

Y TREE is a fast-growing, tech-enabled wealth manager in London seeking a Senior Executive Assistant for the Network team. You will provide high-level administrative support, coordinate meetings with UHNW/HNW clients, prepare briefs and keep records up-to-date.

You’ll also help plan events and manage CRM data while maintaining discretion and professionalism. The role demands excellent communication, strong organisation, and the ability to interact confidently with stakeholders at all levels in a

Qualifications

• Proven experience as an Executive Assistant or similar role.
• Experience in a fast-paced company is essential.
• Excellent communication and interpersonal skills across all levels.
• Outstanding organisational and time-management abilities.
• Discretion and confidentiality when handling sensitive information.

Responsibilities

• Act as daily liaison with UHNW/HNW prospects, clients and community members; coordinate meetings and touchpoints.
• Provide concise briefs, manage follow-ups and maintain up-to-date records.
• Assist in planning and coordinating events and community gatherings.
• Build and maintain Network Team databases and CRM records.
• Handle confidential information with utmost discretion and professionalism.

Skills

Executive support

Communication

Organisation

Attention to detail

Discretion

MS Office

Slack

G-Suite

Salesforce

English proficiency

Tools

Salesforce

Slack

G-Suite

Microsoft Office

Job description

Department: Business Support supporting Networks (Business Development)

Type: Permanent

About Y TREE:

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.

The Role:

As a Senior Executive Assistant, you will provide high-level administrative support to the Network team, ensuring the smooth and efficient operation of the team and their activities. Your responsibilities will include:

• Acting as a daily liaison with UHNW/HNW prospects, clients, and broader community members—coordinating meetings and relationship touchpoints while fostering trust and rapport.
• Assisting team members before and after meetings by providing concise briefs, managing follow-ups, and ensuring accurate, up-to-date records are maintained, inc. prospect research and materials prep.
• Assisting in the planning, coordination, and administration of events and community gatherings.
• Building, maintaining, and updating Network Team databases and CRM records.
• Handling confidential and sensitive information with the utmost discretion and professionalism.

About You

• Proven experience as an Executive Assistant or similar role, fast-paced company.
• Impeccable communication and interpersonal skills, with the ability to interact confidently with stakeholders at all levels.
• Excellent organisational and time-management skills, with the ability to prioritise 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.
• Familiarity with Slack, G-Suite and SalesForce is desirable
• Excellent grasp of written and verbal English
• Strongly motivated and sets demanding standards for personal excellence

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!

Please reach out to Josh Duggan for more information on the salary range.

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.