Graduate Assistant for the Center for Business and Financial Literacy

Campbellsville University

14d

About The Position

The Graduate Assistant supports the Center for Business and Financial Literacy (CBFL) with office operations, scheduling, reception, course support, outreach, and VITA site administration. This is a 20-hour-per-week position. The role may also provide lead support for CBFL operations, including scheduling and client services, advanced VITA administration, instructional support, and data/reporting, and may mentor student workers and volunteers.

Requirements

Bachelor's degree from an accredited institution.
Acceptance into a graduate degree program at Campbellsville University.
Maintain graduate student enrollment throughout the appointment.
Successful background check.
Valid driver's license with an acceptable driving record.

Nice To Haves

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

Responsibilities

Greet visitors, answer phones, monitor shared inboxes, and route inquiries.
Manage the office calendar, including creating appointment blocks or links, confirming appointments, sending reminders, managing waitlists, and tracking no-shows.
Coordinate room bookings, sign-in sheets, and basic event setup.
Maintain office organization, including supply inventory, print and copy stations, and digital and physical filing.
Draft and proofread routine correspondence, flyers, and forms, and maintain shared folders and templates.
Maintain accurate client records and case notes according to CBFL policies and data-security standards.
Support intake and 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, and help organize site signage and resource stations.
Assist with grading objective assignments according to rubrics, prepare classroom materials, and upload resources.
Provide tutoring and workday support during scheduled sessions and assist with attendance and proctoring according to policy.
Order materials for tax planning and financial planning sessions.
Lead CBFL campus outreach, including OR 100 small classes, freshman year experience sessions, and other assigned events.
Assist with outreach activities, including tables, flyers, campus announcements, and day-of event support.
Coordinate scheduling and client services, advanced VITA administration, instructional support, and data/reporting; may mentor student workers and volunteers.
Perform other duties as assigned.