VITA Intake Specialist-Seasonal bei Catholic Charities

Description

Summary: The VITA Intake Specialist is responsible for assuring every client is aware of all services available to them and are seen in a timely manner. The Clerical Intake Specialist also oversees client sign-in and assists clients in the completion of the client intake sheet at their assigned site. 

Position Responsibilities:

• *Must pass the Standards of Conduct and Intake & Quality Review test per IRS standards
• *Greets clients in a courteous manner upon arrival and departure
• *Respond to clients’ general inquiries
• *Connects client to a certified tax expert for any tax inquiries
• *Enter clients’ information onto the Charity Tracker Account daily
• *Maintains and keeps the assigned area in an orderly manner
• *Light lifting and record keeping
• *Provide clients with an Intake Form
• Prepares client file for tax preparation
• Ensures the site has adequate materials to operate properly and/or restock as necessary
• Assists the Site Coordinator with maintaining the flow and volume of site operations
• Must be able to commit to a 3-month work assignment beginning mid-January throughout mid-April
• Must be able to work Monday thru Sunday (depending on site hours)
• Follow and uphold the Volunteer Standard of Conduct set forth by the IRS
• Must complete all required trainings in a timely manner.
• Must be sensitive to the service population’s cultural and socioeconomic characteristics.
• Must adhere to safety training and protocols on a daily basis and taking precautionary measure to ensure the safety and well-being of self and others.   
• Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.
• Adherence to the Code of Conduct and Employment Policy is mandatory.
• Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
• Other duties as assigned by the Program Director/supervisor.

Competencies:

Customer Services 

Communication

Integrity/Honesty

Interpersonal Awareness

Focus

Requirements

Minimum Qualifications: 

• Education
  • High School diploma or GED
• Experience
  • At least 1 year of customer service experience
• License and Credentials
  • Reliable transportation
  • Valid Identification
  • Bilingual in English and Spanish preferred

Minimum Knowledge and Skills: 

•  Minimum of 1-year experience in:
• Computer skills
• Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
• Must be detail-oriented, organized, self-motivated, and work well independently and on a team
• Must maintain professionalism in the workplace
• Must have good verbal skills

Disclaimer:

This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**

Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org. You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.