Operations Specialist

University of New Mexico • Albuquerque, NM

12d • Hybrid

About The Position

The Operations Specialist will provide critical operational and programmatic support to Family Financial Wellbeing (FFWB) during a period of increased demand of tax season. This role will support financial education programming, tax filing assistance for students and community members, coordination with Community Health Workers (CHWs) for client referrals, and day-to-day oversight of VITA site operations. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced, community-centered environment.
Financial Education & Tax Support
• Support delivery and coordination of financial education activities, workshops, and outreach efforts.
• Assist with tax filing support for students and eligible clients under the VITA program, in coordination with certified staff and volunteers.
• Help manage intake, documentation, scheduling, and follow-up related to tax preparation services.
VITA Site Operations
• Provide day-to-day operational oversight of VITA site activities, including scheduling, client flow, and on-site logistics.
• Serve as a point of contact for staff, volunteers, and clients during VITA operating hours.
• Support compliance with VITA program requirements, documentation standards, and reporting needs.
Community Health Worker (CHW) Coordination
• Work closely with CHWs to receive, track, and follow up on client referrals.
• Support referral workflows and data tracking to ensure clients are connected to appropriate services.
• Assist in strengthening communication and coordination between FFWB and CHW teams.
Event Planning and Outreach
• Support planning and coordination of outreach events, tax clinics, and financial education sessions.
• Assist with logistics such as space coordination, materials preparation, volunteer support, and day-of event execution.
• Support community and partner engagement efforts related to FFWB programming.
Administrative and Operational Support
• Assist with data entry, reporting, and tracking using internal systems (e.g., Asana or similar tools).
• Support documentation, internal communications, and process improvement efforts.
• Provide general operational support as needed to ensure continuity of services during peak periods.

Requirements

• High school diploma or GED
• At least 7 years of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Nice To Haves

• Experience with financial education, tax preparation, VITA programs, or related services.
• Experience working with students, community-based organizations, or public health programs.
• Familiarity with referral systems and/or Community Health Worker models.
• Bilingual skills (English/Spanish) preferred.

Responsibilities

• Support delivery and coordination of financial education activities, workshops, and outreach efforts.
• Assist with tax filing support for students and eligible clients under the VITA program, in coordination with certified staff and volunteers.
• Help manage intake, documentation, scheduling, and follow-up related to tax preparation services.
• Provide day-to-day operational oversight of VITA site activities, including scheduling, client flow, and on-site logistics.
• Serve as a point of contact for staff, volunteers, and clients during VITA operating hours.
• Support compliance with VITA program requirements, documentation standards, and reporting needs.
• Work closely with CHWs to receive, track, and follow up on client referrals.
• Support referral workflows and data tracking to ensure clients are connected to appropriate services.
• Assist in strengthening communication and coordination between FFWB and CHW teams.
• Support planning and coordination of outreach events, tax clinics, and financial education sessions.
• Assist with logistics such as space coordination, materials preparation, volunteer support, and day-of event execution.
• Support community and partner engagement efforts related to FFWB programming.
• Assist with data entry, reporting, and tracking using internal systems (e.g., Asana or similar tools).
• Support documentation, internal communications, and process improvement efforts.
• Provide general operational support as needed to ensure continuity of services during peak periods.

Benefits

• This is a benefits eligible position. The University of New Mexico provides a comprehensive package of benefits including medical, dental, vision, and life insurance. In addition, UNM offers educational benefits through the tuition remission and dependent education programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED