Executive Assistant to Founder/CEO

CAIS • $90K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Experience supporting C-Suite executives in fast-paced environments, preferably in financial services or fintech
  • Expert-level skills in calendar management, travel logistics, and time management
  • Strong judgment and discretion with sensitive information
  • Ability to operate independently and anticipate needs
  • Exceptional organizational and prioritization skills
  • High emotional intelligence and excellent communication skills
  • Advanced knowledge of Microsoft Office and CRM systems, preferably Salesforce
  • Availability to work in NYC office ~4 days a week, with flexibility for after-hours support
  • Experience integrating AI tools into workflows

Responsibilities

  • Manage complex calendars and prioritize commitments for the CEO
  • Support board management for the CEO's external Chairman role, including logistics and materials preparation
  • Collaborate with senior leadership to execute the CEO's agenda and priorities
  • Proactively resolve potential conflicts and preparation gaps
  • Oversee logistics for all business and personal travel, making real-time adjustments as needed
  • Plan and manage logistics for events involving the CEO, ensuring flawless execution
  • Handle expenses and administrative workflows with precision and urgency
  • Take detailed meeting notes and track follow-ups to completion
  • Manage sensitive information with discretion and integrity
  • Serve as a trusted gatekeeper and point of contact for the CEO
  • Coordinate with Communications and Marketing teams for external engagements

Benefits

  • Generously subsidized healthcare with 100% employer-paid dental and vision insurance
  • Employer-matched retirement plan
  • Wellness programs
  • Generous PTO and parental leave
  • Flexible, hybrid in-office model with a minimum of 3 days in office per week
Full Job Description
We are seeking a highly experienced Executive Assistant to support the Founder/CEO of CAIS in his dual role as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), including associated board responsibilities. Reporting to the Chief of Staff, this individual will work closely alongside another Executive Assistant to provide coordinated, seamless support to the Founder/CEO. This is a mission-critical, highly visible role requiring exceptional judgment, discretion, and operational excellence.

The ideal candidate thrives in a fast-paced, high-expectation environment, brings elite attention to detail, and operates as a true extension of the executive. This role is predominantly Executive Assistant-focused, with limited personal assistant responsibilities, and demands a high degree of ownership, adaptability, and trust. This position requires a high level of responsiveness and availability aligned with the CEO's schedule and is best suited for someone energized by an always-on executive environment.

Responsibilities:

Executive & Board Support
  • Strategically optimize the CEO's time by managing complex calendars and priorities across internal, external, and board-related commitments
  • Support board management responsibilities for the CEO's external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups
  • Partner closely with senior leadership to ensure seamless execution of the CEO's agenda, priorities, and external obligations
  • Anticipate conflicts, preparation gaps, and downstream impacts; proactively resolve issues before they arise

Travel & Events Logistics
  • Own end-to-end logistics for all business and personal travel, including flights, accommodations, ground transportation, itineraries, and real-time adjustments
  • Plan and manage logistics for internal and external events involving the CEO (i.e., board meetings, offsites, conferences, and CEO-hosted events), coordinating with internal teams and external partners to ensure flawless execution

Administrative & Operational Excellence
  • Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgement
  • Take detailed, accurate meeting notes and track follow-ups to completion
  • Manage highly sensitive and confidential information with the utmost discretion and integrity
  • Serve as a trusted gatekeeper and point of contact, representing the CEO with professionalism, confidence, and gravitas
  • Maintain and curate executive relationship data and meeting intelligence within Salesforce, ensuring the CEO is consistently prepared for high-impact interactions

Communications & External Coordination
  • Partner closely with Communications and Marketing teams to support the CEO's external-facing engagements, including scheduling, preparation materials, and logistics for press opportunities, speaking engagements, and media appearances
  • Ensure alignment across communications, leadership, and external stakeholders for timely and effective execution

Personal Assistant Support
  • Provide personal assistance as needed, without detracting from core executive responsibilities

Qualifications:
  • Bachelor's degree required
  • Demonstrated experience supporting Founder-level or C-Suite executives in a fast-paced, high-performance environment; financial services, fintech, or adjacent industries preferred
  • Expert-level calendar, travel, logistics and time management skills; thrives in complexity and constant change
  • Strong judgment, discretion, and emotional intelligence; trusted with highly sensitive information
  • Ability to operate independently, anticipate needs, and execute with minimal direction; brings an inherent desire to learn
  • Exceptional organizational, prioritization, and execution skills
  • High emotional intelligence, sound judgment, and excellent interpersonal skills
  • Clear, concise written and verbal communication skills
  • Structured, strategic thinker with the ability to break complex situations into actionable steps
  • Advanced working knowledge of Microsoft Office (including Excel and PowerPoint), and experience maintaining CRM's (Salesforce preferred)
  • Availability to work from CAIS' NYC office ~4 days per week, with flexibility to support the CEO outside standard business hours as required
  • Foundational knowledge of the finance industry and basic financial terminology strongly preferred
  • Applied AI Execution: Demonstrated experience integrating generative AI tools (such as ChatGPT, Claude, Copilot,) into daily workflows.

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 $90,000 - $115,000. 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 generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.

About CAIS

CAIS is a financial technology company that provides a platform for financial advisors to access alternative investments. The company's platform offers a range of alternative investment products, including hedge funds, private equity, and real estate. CAIS was founded in 2009 by Matt Brown, Rafay Farooqui, and Keith Danko. The company is headquartered in Boston, Massachusetts.
Learn more about CAIS
Size
100 employees
Industry
Founded
2009

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