Executive Assistant to Founder/CEO

CAIS•New York, NY

29d•$90,000 - $115,000•Hybrid

About The Position

CAIS is seeking a highly experienced Executive Assistant to support its Founder/CEO in his roles as CEO of CAIS and Chairman of an external museum or nonprofit, including associated board responsibilities. Reporting to the Chief of Staff, the role works closely with another Executive Assistant to provide coordinated support. This is a highly visible, mission-critical position requiring exceptional judgment, discretion, and operational excellence. The role is predominantly focused on executive assistance, with limited personal assistant responsibilities, and requires ownership, adaptability, trust, and responsiveness aligned with the CEO’s schedule. The position is based in CAIS’ New York City office approximately four days per week, with flexibility to support the CEO outside standard business hours as needed. CAIS is a provider of access to and education about alternative investments for independent financial advisors. It serves more than 2,500 wealth management firms and over 65,000 financial advisors, who oversee approximately $8.5 trillion in end-client assets. The compensation package includes a market-competitive salary, performance bonus, and benefits. For candidates located in New York, New York, the base salary range is $90,000–$115,000. Actual compensation depends on factors including skills, experience, and office location. CAIS offers a flexible hybrid in-office model; most roles require a minimum of three days in the office per week.

Requirements

Bachelor’s degree required.
Demonstrated experience supporting Founder-level or C-suite executives in a fast-paced, high-performance environment.
Expert-level calendar, travel, logistics, and time-management skills, with the ability to thrive amid complexity and change.
Strong judgment, discretion, and emotional intelligence; ability to handle highly sensitive information.
Ability to work independently, anticipate needs, execute with minimal direction, and demonstrate a desire to learn.
Exceptional organizational, prioritization, and execution skills.
Excellent interpersonal skills and clear, concise written and verbal communication skills.
Structured, strategic thinking and ability to break complex situations into actionable steps.
Advanced working knowledge of Microsoft Office, including Excel and PowerPoint, and experience maintaining CRMs.
Availability to work from the New York City office approximately four days per week and flexibility to support the CEO outside standard business hours as required.
Demonstrated experience integrating generative AI tools such as ChatGPT, Claude, or Copilot into daily workflows.

Nice To Haves

Experience in financial services, fintech, or an adjacent industry preferred.
Foundational knowledge of the finance industry and basic financial terminology strongly preferred.
Experience maintaining Salesforce preferred.

Responsibilities

Manage and strategically optimize the CEO’s complex calendar and priorities across internal, external, and board-related commitments.
Support board management for the CEO’s external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups.
Partner with senior leadership to execute the CEO’s agenda, priorities, and external obligations.
Anticipate conflicts, preparation gaps, and downstream impacts, and proactively resolve issues.
Manage end-to-end business and personal travel logistics, including flights, accommodations, ground transportation, itineraries, and real-time changes.
Plan and manage logistics for CEO-related internal and external events, including board meetings, offsites, conferences, and CEO-hosted events; coordinate with internal teams and external partners.
Handle expenses, approvals, and administrative workflows accurately and promptly.
Take detailed meeting notes and track follow-ups through completion.
Manage sensitive and confidential information with discretion and integrity.
Serve as a trusted gatekeeper and point of contact, representing the CEO professionally and confidently.
Maintain and curate executive relationship data and meeting intelligence in Salesforce to prepare the CEO for important interactions.
Coordinate with Communications and Marketing on the CEO’s external engagements, including press opportunities, speaking engagements, and media appearances; support scheduling, preparation materials, and logistics.
Ensure alignment among communications, leadership, and external stakeholders for timely execution.
Provide personal assistance as needed without detracting from core executive responsibilities.