Cause Areas


Tue Jan 24, 2017 - Tue Apr 18, 2017


1825 San Pablo AvenueSuite 200Oakland, CA 94612


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.


  • 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.


  • 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.


  • 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.


  • Basic Computer Skills
  • People Skills
  • Bilingual
  • Multi-Tasking
  • Administrative Support
  • Customer Service

Good Match For

People 55+ Group

Requirements & Commitment

  • Must be at least 18
  • Orientation or Training
  • 4 hrs/week, Jan-April

Report this opportunity

Report this opportunity

Engage your employees, consumers, or students! VolunteerMatch provides the tools that make community involvement easy.