VITA Intake Specialist

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Intake Specialists help clients feel welcome, introduce available savings vehicles, and complete a carefully designed intake process. This position can be paired with the administrative assistant position.

Responsibilities:

• Work closely with staff and volunteers to facilitate the workflow of the site, specifically the Site Coordinator and administrative assistants (answering phones, scheduling appointments, etc.).
• Welcome clients in a warm and proactive manner.
• Assist clients with intake forms and assess their asset building needs and goals.
• Share information on saving products and services; help clients identify which product(s) might best fit their goals.
• Refer clients, as needed, to free financial coaching services and products such as savings and budgeting, debt management and credit building.
• Aid with administrative responsibilities, including data collection to document outcomes.
• Encourage clients to save a portion of their refund as a savings bond or in a savings account or safe and secure prepaid debit card.
• Maintain confidentiality of taxpayer information.
• Ensure no compensation of any kind is accepted for volunteer services provided.

Requirements:

• Read all communications and updates on tax requirements or procedural changes.
• Respect client privacy.
• Maintain accurate records of assistance provided.
• Give 24-hour cancellation notice when unable to volunteer at your site.

Qualifications:

• Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from January 24 th to April 15 th, 2017.
• Strong verbal and communication skills.
• Good interpersonal skills and comfort with a wide range of people. Ease talking to people about their financial situation and supporting their financial decision-making.
• Computer skills for entering tax information (formal training will be provided).
• Ability to take initiative and work with minimal supervision.
• Commitment to strengthening families by increasing self-sufficiency.
• Previous experience with personal finances preferred, but not required.
• Bilingual in English and Spanish, Cantonese or Mandarin is a plus!

Training (to be provided by us Dec-Jan):

• Module 1 required.
• Pass the Standard of Conduct certification through Link and Learn.

We will have three orientation sessions in November and December. To sign up, please follow this link:http://tinyurl.com/jmatyy9.

If you have any questions, please contact Meg Heisler at mheisler@ebaldc.org or (510) 606-1786.