Administrative Assistant

CAZ Investments; Houston (TX); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

401k matching

Generous PTO

Excellent benefits portfolio

Job summary

CAZ Investments in Houston, TX seeks an Administrative Assistant to support the Principal(s) and Team with calendar management, travel coordination, meeting prep and administrative execution. You will plan and confirm travel, organize agendas, coordinate logistics for in-person and virtual meetings, and maintain organized files and records.

2–3 years of admin experience, strong written communication, and proficiency with Microsoft 365, Asana, Salesforce, or DealCloud are preferred.

Qualifications

• At least 2 to 3 years of experience as Administrative Assistant or similar.
• Exceptional organizational and written communication skills.
• Proficiency with Microsoft 365, Asana, Salesforce or DealCloud.

Responsibilities

• Coordinate and maintain the Principal's calendar, scheduling meetings and prioritizing appointments.
• Plan, coordinate, and confirm travel arrangements, including airfare and hotels.
• Prepare for meetings by organizing agendas and materials, coordinating logistics for in-person and virtual meetings.
• Coordinate internal and external meeting scheduling, including invites and room/technology setup.
• Track and follow up on action items to ensure timely completion.
• Provide general office support and maintain organized documents and records.

Skills

Administrative coordination

Calendar management

Travel coordination

Written communication

Organization

Discretion

Resilience

Team player

Tools

Microsoft 365

Asana

Smartsheet

Salesforce

DealCloud

Copilot/Claude

Job description

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600MM of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250MM to $500MM of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

Administrative Assistant

This position provides coordination and support to the Principal(s) and their Team, ensuring smooth day-to-day operations through effective calendar management, travel coordination, meeting preparation, and administrative execution. Depending on business needs, the role may be structured to support a single Principal, multiple Principals, or a Team/department collectively.

Key Responsibilities:

• Coordinate and maintain the Principal's calendar, scheduling meetings and prioritizing appointments based on guidance provided
• Plan, coordinate, and confirm travel arrangements, including airfare, hotels, transportation, meals, and related logistics
• Prepare for meetings by organizing agendas, compiling materials, and coordinating logistics for both in-person and virtual meetings
• Coordinate internal and external meeting scheduling, including invites and room and technology setup
• Track and follow up on action items resulting from meetings and coordination efforts to ensure timely completion
• Support the planning and execution of Team events, offsites, and other firm gatherings
• Administer firm technology tools, such as Asana, DealCloud, and Salesforce, to support Team collaboration and task tracking
• Manage administrative tasks such as completing expense reports, processing receipts, and maintaining necessary documentation and filings
• Serve as a point of contact for internal and external stakeholders, ensuring professional and timely communication
• Maintain organized systems for documents, files, and records to support Team efficiency
• Provide general office and administrative support to the Principal(s) and Team as needed

Success as an Administrative Assistant will be measured by your:

• Efficient calendar and schedule coordination that keeps the Principal(s) and Team on track
• Accuracy and timeliness in coordinating travel, meetings, and events
• Meticulous attention to detail in administrative tasks and documentation
• Proficiency with firm provided technology tools to enhance Team efficiency
• Professional, responsive communication with internal and external parties

Requirements:

• At least 2 to 3 years of experience as an Administrative Assistant, Personal Assistant, or in a similar coordination role
• Experience with Microsoft 365, Asana, Smartsheet, Salesforce or Dealcloud preferred
• Familiarity with AI tools such as Copilot or Claude, with the ability to apply them to improve day-to-day efficiency.
• Exceptional organizational and written communication skills and exacting attention to detail
• A constant focus on planning ahead and for the \"what if\" factor
• Team player with a strong work ethic and a proactive approach to support
• High level of composure, discretion, and resilience, with the ability to remain effective under pressure and adapt quickly to shifting priorities
• Ability to work in a fast-paced environment under strict deadlines, and to learn quickly and adapt to the role
• Calendar and Time Management: Owns the Principal's calendar end to end, resolving conflicts before they become a problem and building in buffer time for prep and travel
• Written and Verbal Communication: Drafts emails and materials that read professionally, adapts tone across audiences, and serves as a polished point of contact by phone and in person
• Organization and Attention to Detail: Maintains filing, contacts, expenses, and follow-ups with zero dropped items, and proofs every outbound communication
• Technology Fluency: Proficient in Microsoft 365, Asana, DealCloud, Salesforce, and similar platforms, plus AI tools for drafting and research; learns new systems quickly

Compensation and Benefits:

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio