Executive Assistant to Founder/CEO

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.

Additional information

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.

Pay and benefits

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.