Tax Relief Advocates

Tax Relief Advocates

Part-Time Administrative Assistant - Forms Distribution

Irvine, CA · Part-time

Sponsorship not specifiedDetected 28 days ago
CRMSalesCommunicationCollaborationOrganizational SkillsMicrosoft Office

About the role

  • The ideal candidate thrives in a dynamic setting, stays calm and professional under pressure, and does not get rattled by pushback from the sales team.

Responsibilities

  • Receive and process incoming leads from multiple channels (phone, email, web forms, CRM, etc.).
  • Accurately distribute leads to the appropriate sales associates according to the Sales Director's assignment rules and territory guidelines.
  • Maintain detailed tracking of lead distribution, status updates, and handoffs.
  • Act as the central point of contact for lead-related questions between the Sales Director and the sales team.
  • Proactively monitor lead volume and flag any irregularities or bottlenecks to the Sales Director.
  • Handle sales team inquiries and occasional complaints about leads with professionalism and composure.
  • Update CRM records and generate simple reports on lead flow as requested.
  • Perform general administrative duties to support the sales department (scheduling, documentation, filing, etc.).
  • Ensure all lead distribution activities comply with company policies and data privacy standards.
  • We're looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.

Requirements

  • Proven ability to remain calm, professional, and level-headed when dealing with high-pressure situations.
  • Ability to follow instructions precisely while exercising good judgment.
  • Proficiency with CRM systems and Microsoft Office/Google Workspace.
  • Strong organizational skills and exceptional attention to detail.
  • Excellent written and verbal communication skills.
  • Experience in an administrative, sales support, or coordination role (1-3 years preferred).

Nice to have

  • High school diploma or equivalent required
  • associate or bachelor's degree a plus.

Compensation

  • Part-time morning schedule, Monday
  • Every day, you'll help real people escape financial stress and rebuild their lives.
  • We're a rapidly expanding company with plenty of room for career advancement.
  • Supportive Culture
  • High Client Satisfaction
  • With thousands of 5-star reviews, our clients consistently praise our expertise and results.
  • Pay Transparency Statement - The expected compensation range for this position is $22,880 - $24,960 per year.

Benefits

  • Supportive Culture - We value collaboration and continuous learning.
  • Final compensation offered to the selected candidate may vary based on factors including (but not limited to) experience, skills, education, location, internal equity, and market conditions.

Company info

  • Growth - We're a rapidly expanding company with plenty of room for career advancement.

Equal opportunity

  • Equal Opportunity Employer.
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This listing is sourced directly from Tax Relief Advocates's careers page and normalized into a canonical job model.