Executive Assistant to the CEO

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

The firm is seeking an Executive Assistant to support the CEO and his current EA with a wide range of personal, travel, administrative and business-related tasks. The ideal candidates for this role will be smart, detail-oriented, organized and support a fast-paced and high-impact team. Given the role’s nature and exposure, the ideal candidate will have refined interpersonal skills, gravitas, and trustworthiness.

Responsibilities

• Assist CEO with personal and administrative tasks including travel, expense reports, etc. as well as assisting his current EA with any business-related tasks
• Help coordinate and maintain the CEO’s calendars and effectively manage all scheduled activities (including business meetings, travel arrangements, personal appointments, and outside commitments)
• Research, book, and oversee business and personal travel arrangements including itineraries, flights, hotels, ground transportation, etc.
• Strategically manage the CEO’s time with respect to the organization’s priorities, goals, and objectives.  This includes understanding important initiatives and managing calendars accordingly
• Monitor CEO’s calendar and anticipate where problems might arise regarding schedule, meeting preparation, requests for meetings and telephone calls; communicate potential and/or confirmed changes to involved parties immediately
• Proactively bring together appropriate team members and resources to support key firm initiatives
• Additional responsibilities to be determined based on capacity, skill, and interest
  
  

Qualifications

• Bachelor’s degree required
• 2+ years of administrative experience, preferably in the financial industry or C-Suite
• Experience coordinating multiple competing priorities in a fast-paced environment
• Ability to independently execute instructions with great attention to detail and consistently produce work that is thorough and meticulous
• Highly refined communications and writing skills
• Ability to take detailed notes during meetings
• Willing and comfortable with taking initiatives
• High level of integrity due to dealing with sensitive and confidential information
• Excellent time management skills, and tracking of multiple tasks from start through completion
• High EQ, positive attitude and good at building relationships
• Linear, logical thinking, the ability to resolve complex issues into manageable components, and an inherent desire to learn
• Advanced working knowledge of Microsoft Office and Salesforce
• Available to work after hours and on weekends as required

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.  

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $80,000 - $110,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.  

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.