CAIS | Executive Assistant / Project Manager

CAIS is building the first truly open marketplace for alternative investments, where advisors and managers can engage and transact directly on a massive scale. Our team is comprised of go-getters who tackle unique and exciting challenges daily, take ownership and pride in their work, and recognize that success is a team sport. Consider a career with CAIS and take a step into the future of wealth management.

The firm is seeking an Executive Assistant to support the President and C-suite executives on a wide range of administrative and business-related tasks. The ideal candidates for this role will be smart, detail-oriented, organized, and self-motivated. Given the role’s nature and exposure, the ideal candidate also will have refined interpersonal skills, gravitas, and trustworthiness. Additional responsibilities include project management of cross-departmental initiatives and projects within the Operations team.

Primary Objectives

• Coordinate and maintain the President’s calendar and effectively manage all scheduled activities (including business meetings, personal appointments and outside board commitments)
• Strategically manage the President’s time with respect to the organization’s priorities, goals and objectives; this includes understanding important initiatives and managing calendars accordingly
• Assist with management and outreach of President’s network using Salesforce
• Organize and coordinate travel itineraries, prepare expense reports, answer phones
• Draft, edit, and review correspondence and presentation materials
• Proactively bring together appropriate team members and resources to support the growth of the business
• Work independently, as well as with other departments, on various projects
• Provide administrative support as necessary; act as Office Manager backup when needed
• Additional responsibilities to be determined based on capacity, skill, and interest

Qualifications

• Bachelor’s degree required
• 2 – 4 years of experience
• Ability to independently execute instructions with great attention to detail and consistently high-quality work product
• Highly refined communications, writing skills, and email etiquette
• Linear, logical thinking, and ability to resolved complex issues into manageable components
• Fast learner and self-motivated
• Strong organizational, multitasking, and time management skills
• Self-confident, seeks opportunities to assist teammates
• High emotional intelligence
• Advanced working knowledge of Microsoft Office