Senior Team Executive Assistant

Y Tree; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Y TREE is seeking a Senior Executive Assistant to support the Network team, coordinating meetings, briefs, and follow-ups with UHNW/HNW clients and community members.

You will help plan events, maintain CRM records, and handle sensitive information with discretion, ensuring efficient operation of the team in a dynamic, fast-paced financial tech environment.

Qualifications

• Proven experience as an Executive Assistant or similar role in a fast-paced environment.
• Excellent communication and interpersonal skills with stakeholders at all levels.
• Strong organisational and time-management abilities with attention to detail.

Responsibilities

• Act as daily liaison with UHNW/HNW prospects, clients and community members; coordinate meetings and touchpoints.
• Prepare briefs, manage follow-ups, and maintain up-to-date records including prospect research and materials prep.
• Plan, coordinate and administer events and community gatherings.
• Build and maintain Network Team databases and CRM records.
• Handle confidential information with discretion and professionalism.

Skills

Executive support

Stakeholder engagement

Time management

Discretion

Communication

Organisational skills

English proficiency

Tools

Microsoft Office

Slack

G-Suite

Salesforce

Job description

SENIOR EA TO SUPPORT AND EMPOWER A SMALL TEAM OF OUTWARD FACING EXECUTIVES

Job title: Senior Executive Assistant

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

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 note, that sponsorship is not available for this role.