VITA Intake Coordinator
3 days ago
We are seeking a highly organized and detail-oriented VITA Intake Specialist to join our team at the Archdiocese of San Antonio. As a key member of our VITA program, you will be responsible for ensuring that every client is aware of all services available to them and are seen in a timely manner.
Key Responsibilities- Assure clients are aware of all services available to them and are seen in a timely manner.
- Oversee client sign-in and assist clients in the completion of the client intake sheet at their assigned site.
- Respond to clients' general inquiries and connect them to a certified tax expert for any tax inquiries.
- Maintain and keep the assigned area in an orderly manner, including light lifting and record keeping.
- Provide clients with an Intake Form and prepare client files for tax preparation.
- Ensure the site has adequate materials to operate properly and/or restock as necessary.
- Assist the Site Coordinator with maintaining the flow and volume of site operations.
- High School diploma or GED.
- At least 1 year of customer service experience.
- Reliable transportation, valid driver's license or valid identification card, and valid vehicle insurance.
- Bilingual in English and Spanish preferred.
- Minimum of 1-year experience in computer skills, including proficiency 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 and have good verbal skills.
- Must have a clean driving record.
This is a full-time/temporary position, January - April, with 0% local and 0% overnight travel requirements.
Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities, please visit our website at https://www.catholiccharities.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.
The salary for this position is $14.00 per hour, and it is dependent on funding availability. The position can be eliminated at any time due to lack of funding to support this position.
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