Fund Sales Administrative Assistant

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.

We are seeking a detail-oriented and highly organized Junior Resource / Administrative Assistant to support the Head of RIA and broader Fund Sales initiatives within the Product and Distribution team. The Product and Distribution team is responsible for expanding CAIS’s footprint across Registered Investment Advisors (RIAs), RIA aggregators, Independent Wealth Managers, and Family Offices. The team partners closely with fund managers, internal sales and product experts, and relationship managers to support distribution, business development, and client engagement initiatives.

This individual will perform a range of administrative, scheduling, and operational support tasks. The ideal candidate is proactive, professional, and thrives in a fast-paced, dynamic environment. This role offers a unique opportunity to learn the inner workings of a leading alternative investment platform while contributing to client acquisition and fund distribution strategies.

Role Overview:

We are seeking a detail-oriented and highly organized Junior Resource / Administrative Assistant to support the Head of RIA and broader Fund Sales initiatives within the Product and Distribution team. This individual will perform a range of administrative, scheduling, and operational support tasks. The ideal candidate is proactive, professional, and thrives in a fast-paced, dynamic environment.

This role offers a unique opportunity to learn the inner workings of a leading alternative investment platform while contributing to client acquisition and fund distribution strategies.
 

Responsibilities:

• Provide direct administrative support to the Head of RIA and assist the broader sales and distribution team as needed.
• Manage calendars, coordinate meetings, and schedule internal/external calls across time zones.
• Prepare meeting materials, presentations, call agendas, and follow-up notes.
• Coordinate travel logistics (booking flights, accommodations, and ground transport) and manage related expense reports.
• Support CRM data entry and ensure accurate tracking of meetings, contacts, and activities in Salesforce.
• Assist with internal reporting tasks, including pipeline tracking, activity logs, and progress summaries.
• Liaise with internal teams including marketing, compliance, operations, and fund management to support execution of sales campaigns.
• Help organize and manage logistics for conferences, webinars, and client events.
• Monitor upcoming deliverables, meeting prep, and outstanding tasks — acting as a proactive extension of the executive and team.
• Contribute to process improvements and workflow optimizations across the team.

 

Qualifications:

• Bachelor’s degree required; background in finance, business, or a related field is a plus.
• 1–3 years of administrative or operational support experience, ideally within financial services or a sales organization.
• Strong organizational and time management skills with the ability to juggle multiple priorities.
• Clear communicator — both written and verbal — with a professional demeanor and attention to tone.
• High attention to detail and ability to work independently with minimal oversight.
• Comfort using or learning tools like Salesforce, Microsoft Office Suite (especially Outlook, Excel, and PowerPoint), and Zoom.
• A proactive, self-starter attitude and eagerness to learn.
• High level of discretion and integrity in handling confidential information.
• A service-oriented mindset and enthusiasm for supporting others.

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 $65,000 - $75,000. 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.