Executive Assistant to Founder/CEO & Board Liaison

CAIS; New York (NY); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Generously subsidized healthcare with

Employer-matched retirement plan

Wellness programs

Generous PTO and parental leave

Job summary

CAIS, a leader in democratizing access to alternative investments, seeks an experienced Executive Assistant to support the Founder/CEO in both CAIS and external board roles. The role requires elite calendar management, travel logistics, and high discretion in a fast-paced environment.

Work closely with another EA, coordinate with senior leadership, and maintain critical executive data in Salesforce. This hybrid NYC role demands availability outside standard hours and strong financial industry

Qualifications

• Bachelor’s degree required.
• Experience supporting Founder-level or C-Suite executives in fast-paced environments; financial services/fintech preferred.
• Expert-level calendar, travel, logistics, and time management.
• Strong judgment, discretion, and handling highly sensitive information.
• Independent worker who anticipates needs and executes with minimal direction.
• Exceptional organizational, prioritization, and execution skills.
• Strong interpersonal and communication skills.
• Proficiency with Microsoft Office and CRM systems preferred.
• Office in NYC ~4 days per week with flexibility beyond hours.
• Familiarity with finance industry terminology is a plus.
• Experience integrating AI tools (ChatGPT, Claude, Copilot) into workflows.

Responsibilities

• Strategically optimize the CEO’s time across internal, external, and board commitments.
• Support board management for external Chairman role, including scheduling and materials prep.
• Coordinate with senior leadership to execute CEO agenda and obligations.
• Anticipate conflicts and prepare follow-ups to ensure resolution.
• Oversee end-to-end travel logistics and events for CEO and stakeholders.
• Plan internal/external events, board meetings, conferences, and CEO-hosted events.
• Handle expenses, approvals, and workflows with precision.
• Take detailed meeting notes and track follow-ups to completion.
• Maintain confidential information with utmost discretion.
• Represent the CEO professionally as gatekeeper and contact point.
• Maintain Salesforce meeting intelligence for CEO readiness.
• Coordinate with Communications/Marketing for external engagements.

Skills

Calendar management

Executive support

Discretion

Communication

CRM (Salesforce)

MS Office

AI tools integration

Travel logistics

Education

Bachelor's degree

Tools

Salesforce

PowerPoint

Excel

Job description

CAIS, a leader in democratizing access to alternative investments, seeks an experienced Executive Assistant to support the Founder/CEO in both CAIS and external board roles. The role requires elite calendar management, travel logistics, and high discretion in a fast-paced environment.

Work closely with another EA, coordinate with senior leadership, and maintain critical executive data in Salesforce. This hybrid NYC role demands availability outside standard hours and strong financial industry