Administrative Assistant - Forms Distribution

Administrative Assistant - Forms Distribution

Location: Irvine, CA | On-site || Department: Sales || Employment Type: Full-time

About the Role

We are seeking a reliable, level-headed Administrative Assistant – Forms Distribution to support our high-performing sales team in a fast-paced, high-ticket sales environment. This role is critical to the sales engine: you will receive, organize, and distribute leads to sales closers exactly as directed by the Sales Director.

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. You are highly organized, solutions-focused, and understand that consistent, accurate lead distribution directly impacts revenue.

What You’ll Do

• 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.

What You Bring

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

What We Offer

• Compensation for this role: $22 - $24 per/hour
• Comprehensive health, dental, and vision insurance
• 401k with a 4% employer match
• Supplemental benefits like: Life insurance, flexible spending accounts, and many more...

Why You’ll Love Working Here

• Impact - Every day, you’ll help real people escape financial stress and rebuild their lives.
• Growth - We’re a rapidly expanding company with plenty of room for career advancement.
• Supportive Culture - We value collaboration and continuous learning.
• High Client Satisfaction - With thousands of 5-star reviews, our clients consistently praise our expertise and results.

We’re looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.

Pay Transparency Statement - The expected compensation range for this position is $45,760 – $49,920 per year. This represents a good-faith estimate of the compensation range that Tax Relief Advocates reasonably expects to pay for this position at the time of hire. 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.