Job Description

Key Responsibilities — Administrative

• Serve as front-desk reception: greet visitors, answer phones, monitor shared inboxes, and route inquiries.
• Manage office calendar; create blocks/links, confirm appointments, send reminders, manage waitlists, and no-shows.
• Coordinate room bookings, sign-in sheets, and basic event set-up.
• Maintain office organization: supply inventory, print/copy stations, filing (digital & physical).
• Draft/proof routine correspondence, flyers, and forms; keep shared folders and templates up to date.
• Maintain accurate client records and case notes per CBFL policies and data-security standards.
• Support intake/check-in, document scanning, and appointment confirmations during tax season.
• Handle sensitive documents in compliance with IRS and CBFL procedures.
• Track volunteer schedules and certifications; help organize site signage and resource stations.
• Preferred: Complete IRS VITA certifications.
• Assist with grading of objective assignments per rubric, prepare classroom materials (handouts, slides) and upload resources

• Provide tutoring/workday support during scheduled sessions; assist with attendance/proctoring per policy.

• Order required materials for tax planning and financial planning sessions (forms, folders, calculators, toner).

• Assist with outreach (table, flyers, campus announcements) and day-of event support.
• Other duties as assigned