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 .