Position Purpose:

The Sales & Administrative Assistant plays a dual role, combining relationship-building with administrative workflow management to support the growth and operational efficiency of TDA Tax Depreciation. This role involves cultivating referrer and client relationships, securing new business, and coordinating the end-to-end delivery of Tax Depreciation Reports and Property Valuations.

Key Responsibilities:

Develop and manage relationships with referrers, clients, and industry partners to generate new business.

Handle inbound and outbound communications across phone, email, and internal systems to drive lead conversion and workflow efficiency.

Coordinate job scheduling, site access, and information gathering with property owners, managers, and tenants.

Track job progress and maintain up-to-date records in job management systems.

Follow up on leads, quotes, and pending tasks to ensure timely job completion and client satisfaction.

Identify process improvements and support reporting on job statuses and communication outcomes.

Skills & Experience:

Proven experience in sales, client services, or admin coordination

Strong communication and interpersonal skills

Highly organised with attention to detail

Comfortable using CRM and job tracking systems

Ability to multitask and manage competing priorities