Executive Assistant

POSITION SUMMARY   The Executive Assistant is responsible for providing high-level administrative and operational support to the CEO and broader leadership team.

This role will coordinate internal communication, manage project workflows, support sales funnel activity, and contribute to day-to-day operations of the Return Assets Division.

The Executive Assistant will maintain calendars, track project milestones, update CRM systems, and assist with expense and metric management to support business decisions.

PROFESSIONAL ATTRIBUTES :

• Project Management Prowess : Ability to manage smaller-scale projects like organizing CRM systems, coordinating bookkeeping tasks, and moving new initiatives from idea to implementation Communication Savvy : Skilled at managing internal communication, supporting team collaboration, and coordinating between leadership and Client Representatives (CRs) Gatekeeping Excellence : Maintain efficient scheduling, streamline meeting agendas, and protect executive bandwidth while ensuring all priorities are managed Sales Funnel Support : Stay on top of campaign timelines, from claim vetting to mailer distribution, and help manage KPIs and metrics Detail Orientation : Manage CRM updates, ensure high-quality data input, and foster good documentation habits across teams Expense Awareness : Help track costs, oversee COGs (Cost of Goods Sold), and assist with setting profit margins through accurate data insights Problem-Solving Agility : Help resolve operational issues, coordinate responses with attorneys and state offices, and mitigate crises with calm efficiency ROLE RESPONSIBILITIES : Managing the organization of RAD’s CRM and bookkeeping systems Helping execute and operationalize new project ideas, including app and sales process integrations Coordinating communication between Rain (CEO), CRs, and Susie (Leadership), ensuring everyone stays aligned Organizing meetings, managing calendars, and preparing clear agendas for team alignment Overseeing the production and distribution timelines of sales funnel materials Tracking metrics and key performance indicators related to team performance and campaign execution Maintaining accurate, high-quality notes across CRM and communications Supporting expense tracking, COGs monitoring, and assisting with data collection to support financial decisions Assisting with correspondence between RAD and external legal / state contacts on routine matters ROLE REQUIREMENTS Minimum Qualifications : 5+ years of experience in an executive-level support role in a fast-paced environment Strong project coordination and communication skills Ability to manage multiple projects simultaneously and prioritize effectively Proven ability to work independently and maintain confidentiality Tech-savvy with CRM systems, Microsoft Office, and digital project management tools Preferred Qualifications : Experience supporting leadership in legal, investigations, or client-service-based businesses Strong understanding of operations, expense tracking, or sales funnel oversight Flexibility, adaptability, and a collaborative mindset Physical Requirements : Must be able to sit at a computer for extended periods.
• Lauth Investigations International, Inc. is an equal opportunity employer   Powered by JazzHR