Financial Intake Specialist jobs in Salem, OR

To apply: Send a resume and cover letter to leah@wscat.org.

Position Summary

The Administrative and Financial Specialist will assist the organization in administrative tasks to ensure programs are running smoothly and tasks are being completed. This position will focus primarily on our tax aide and workforce programs, WSCAT small businesses, as well as support financial and grant compliance.

ESSENTIAL JOB FUNCTIONS:

1. Financial Support:

• Gather receipts and timesheets, so credit cards can be entered in a timely manner and coded to the correct grant.
• Gather timesheets, payroll is submitted on time.
• Support basic bookkeeping activities, such as entering invoices, printing checks, and ensuring expenses are coded to the correct grant.
• With support, manage WSCAT businesses Quickbooks entries.
• Ensure hiring and workforce stipend paperwork is organized and entered in a timely manner.
• Have a general understanding of all grants and what expenses are allowable under each one.
• Assist in other financial related tasks, as requested.

2. Administrative Support: Assist administrative staff in activities to streamline processes and ensure compliance.

• Have a general understanding of all programs and be able to answer basic client questions, including supporting program intakes.
• Support Grants, Compliance, and Evaluation Manager in gathering and entering data for reporting purposes.
• Assist in other administrative tasks, as requested.

3. Tax Aide (seasonal): Support the Tax Aide Program Manager in activities related to tax preparation between December and April.

• Complete certification to become a tax preparer.
• Assist in scheduling appointments for clients and sending appointment reminders.
• Ensure clients know what they need to bring to their appointment, review intakes for accuracy, and answer client questions.
• Follow up with clients, when information is needed, so returns can be completed in a timely manner.
• Assist in the completion of taxes.

4. Social Media and Marketing: Support creation and maintenance of WSCAT’s outward facing marketing.

• Ensure the website is maintained and up to date, working with staff members to update it, as needed.
• Work with staff to post upcoming activities and relevant information on social media.
• Support development of an annual report.

Job Type: Full-time

Pay: $45,760.00 - $56,160.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Warm Springs, OR 97761 (Required)

Ability to Relocate:

• Warm Springs, OR 97761: Relocate before starting work (Preferred)

Work Location: In person