(37.80828,-122.27286)
 

Cause Areas

When

Tue Jan 24, 2017 - Tue Apr 18, 2017

Where

1825 San Pablo AvenueSuite 200Oakland, CA 94612


About

The Administrative Assistant works directly with Site Coordinators to support clients, schedule appointments, and maintain site flow. This position can be paired with the intake specialist position.

Responsibilities:

  • Answer phone calls and questions related to VITA processing such as general eligibility, required documentation, and walk-in and appointment hours.
  • Use scheduling software to set up and manage appointments for clients.
  • Make confirmation calls to clients one day prior to their appointments.
  • Answer all client questions.
  • 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.
  • Excellent verbal and written communication skills.
  • Good interpersonal skills and comfort with a wide range of people.
  • Ability to take initiative and work with minimal supervision.
  • Commitment to strengthening families by increasing self-sufficiency.
  • Strong computer literacy with experience using multiple applications (including Word and Excel formulas).
  • Strong time management skills with the ability to quickly assess priorities and make adjustments as needed.
  • Basic tax law knowledge.
  • Bilingual in English and Cantonese, Mandarin or Spanish 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.

Skills

  • Basic Computer Skills
  • Bilingual
  • Verbal / Written Communication
  • 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, January - April
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