VITA Administrative Assistant

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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.