Graduate Assistant for the Center for Business and Financial Literacy

Job Description

Job Description:
· 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).
· Lead CBFL outreach on campus such as OR 100 small class, freshman year experience sessions, and other events as assigned.
· Assist with outreach (table, flyers, campus announcements) and day-of event support.
· Other duties as assigned
Required Qualification
Bachelor's degree from an accredited institution
Acceptance into a graduate degree program at Campbellsville University
Must maintain graduate student enrollment throughout the appointment
Successful background check
Valid driver's license with an acceptable driving record
The Graduate Assistant a 20-hour per week position.
.
Preferred Qualifications
Previous experience with the VITA (Volunteer Income Tax Assistance) program is preferred.
Completion of at least one of the following courses is preferred: BA 324, BA 620, ECO/FIN 343, or BA 422.

• Serves as a lead support for CBFL operations, coordinating scheduling and client services,

advanced VITA administration, instructional support, and data/reporting. May mentor

student workers and volunteers.

Justification:

• Supports CBFL’s office operations, scheduling, reception, course support, and VITA site

administration.

• Ideal for students with strong organization, customer service, and confidentiality awareness

(FERPA/IRS).

• 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).
• Lead CBFL outreach on campus such as OR 100 small class, freshman year experience sessions, and other events as assigned.

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

Required Qualification

• Bachelor's degree from an accredited institution.
• Acceptance into a graduate degree program at Campbellsville University.
• Must maintain graduate student enrollment throughout the appointment.
• Successful background check.
• Valid driver's license with an acceptable driving record.
• The Graduate Assistant a 20-hour per week position.

Preferred Qualifications

• Previous experience with the VITA (Volunteer Income Tax Assistance) program is preferred.
• Completion of at least one of the following courses is preferred: BA 324, BA 620, ECO/FIN 343, or BA 422.