Part-Time Administrative Assistant - Forms Distribution

Tax Relief Advocates • Irvine, CA

20h • $22 - $24 • Onsite

About The Position

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.

Requirements

• 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.

Nice To Haves

• associate or bachelor’s degree a plus.

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.

Benefits

• Compensation for this role: $22 - $24 per/hour
• Part-time morning schedule, Monday - Friday 5 am - 9 am
• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED