Cause Areas


It's flexible! We'll work with your schedule.


1825 San Pablo AvenueSuite 200Oakland, CA 94612


Intake Specialist help clients feel welcome, introduce available savings vehicles, and complete a carefully designed intake process.


  • Work closely with staff and volunteers to facilitate the workflow of 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 savings 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
  • Pass the Standard of Conduct and Intake/Interview & Quality Review certifications through Link and Learn
  • Strong verbal communication skills
  • Good interpersonal skills and comfort with a wide range of people
  • 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 late January to April 17, 2018
  • 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
  • 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!
If you are interested in volunteering, please fill out the google form below or email Amreen Akhtar at volunteer@ebaldc.org



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