What are the responsibilities and job description for the VITA Intake Specialist - Catholic Charities position at Archdiocese of San Antonio?
Job Type
Temporary
Description
Workday : Monday - Friday, occasional evenings / weekends
Work hours : 8 : 30 a.m. - 5 : 00 p.m.
Location : Various Sites
Position Type : Full Time / Temporary Position, January - April
Mission : The mission of Catholic Charities is to provide for the needs of our community
through selfless service under the sign of love.
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
- Other duties as assigned by the Program Director / supervisor.
Competencies : Customer Service
Communication
Integrity / Honesty
Interpersonal Awareness
Focus
Requirements
Minimum Qualifications :
High School diploma or GED
At least 1 year of customer service experience
Reliable transportation
Minimum Knowledge and Skills :
o Computer skills
o Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
Travel Requirements :
Travel requirements for the position include 0 % local and 0 % overnight
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.)
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.
Salary Description
14.00
Salary : $14
