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Job Summary:&nbsp;The Advancement Coordinator is responsible for supporting the Advancement Team in increasing donor acquisition and decreasing donor attrition through database management, individual and corporate donor acknowledgment, assisting with donor relations development, and processing donations. &nbsp;The Advancement Coordinator will help the Department’s efforts to build and cultivate relationships with public and private organizations, foundations, and individuals for philanthropic support of United Way’s vision, mission, services, and programs.&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; Reporting to the Sr. Director of Advancement, this position requires a high degree of attention to detail, initiative, and follow through skills to be successful and get the job done. &nbsp;All United Way of Tucson and Southern Arizona (UWTSA) programs and strategies work toward eliminating racial, ethnic, and socio-economic disparities for an educated, thriving, and equitable community. &nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;Wage/Salary Range: $20.67hr - $22.11/hr. ($43,000-$46,000 annually)&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; United Way offers competitive wages and a generous benefits packet with employer contributions for full time employees including medical, dental, 401K, HRA, PTO, 11 paid holidays, and opportunities for educational and professional development. For more information about our organization, see <a href="http://www.unitedwaytucson.org" target="_blank">www.unitedwaytucson.org</a>.Position Duties:&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manage CRM database, generating leads and reports, and ensuring accuracy and timeliness of account data. Provide accurate reports and meet project deadlines. •&nbsp;&nbsp;&nbsp;&nbsp;Working with the Director of Philanthropy to execute recognition strategies for donor accounts, affinity groups, and volunteers. •&nbsp;&nbsp;&nbsp;&nbsp;Provides support to mail campaigns from beginning to end, taking initiative to achieve timely acknowledgements with current donors and appropriate contact with prospective donors. This includes being the Post Office liaison. •&nbsp;&nbsp;&nbsp;&nbsp;Support the Advancement Team, including Annual Campaigns and Community &amp; Engagement, through picking up donations and dropping off campaign materials to various donors and prospects. •&nbsp;&nbsp;&nbsp;&nbsp;Provides administrative support to the team including writing handwritten thank you cards, mailing different levels of Welcome Packets, data cleanup, verifying pledges have been paid, and donor research. •&nbsp;&nbsp;&nbsp;&nbsp;Ensure requests for information from internal staff, donors, volunteers, and others are responded to in a positive and timely manner. •&nbsp;&nbsp;&nbsp;&nbsp;Generate donor invoices and acknowledgements, satisfy donor requirements, and meet deadlines. •&nbsp;&nbsp;&nbsp;&nbsp;Provides support for monitoring and maintaining Donor Advised Funds in the CRM database and corresponding donor stewardship tasks such as acknowledgement letters, confirmation of contributions, updated account information to donors, etc. •&nbsp;&nbsp;&nbsp;&nbsp;Provide excellent customer/donor service, ensuring requests for information from internal staff, donors, volunteers, and others are responded to in a positive and timely manner.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Become proficient at CRM database, with ability to utilize data to create reports and mailing lists. •&nbsp;&nbsp;&nbsp;&nbsp;Assist Advancement team to coordinate activities, schedules, and other administrative tasks, as needed. •&nbsp;&nbsp;&nbsp;&nbsp;Assist Directors with the creation and tracking of purchase orders and expenditure reports. •&nbsp;&nbsp;&nbsp;&nbsp;Order and maintain supplies and equipment for use in presentations and various other functions. •&nbsp;&nbsp;&nbsp;&nbsp;Perform duties in accordance with UWTSA policies and procedures such as attending staff meetings, completing accurate and timely timesheets and expense reports, rotating as a receptionist, covering switchboard, and faxing documents, as assigned.Other duties as assignedQualifications, Skills, and Abilities •&nbsp;&nbsp;&nbsp;&nbsp;Associate degree in business management, Project Management, or closely related field or a combination of education, training and experience may be considered. •&nbsp;&nbsp;&nbsp;&nbsp;Two or more years of experience in customer service or related support role. •&nbsp;&nbsp;&nbsp;&nbsp;High-quality customer service, problem solving, conflict resolution, decision-making, leadership, team building, and time management skills. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated skills using Google and Windows-based software, including Internet browsers, e-mail, word processing, spreadsheet, database, and presentation software. •&nbsp;&nbsp;&nbsp;&nbsp;Attention to detail, ability to multi-task. Must possess the highest-level of organization skills and the ability to work independently and take initiative.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated ability to research and access information about donors, foundations, corporations, and other funding opportunities. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to tactfully handle stressful situations, negotiate and resolve conflicts, maintain confidentiality and to respect and observe organizational protocol. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to handle sensitive information in a confidential manner. •&nbsp;&nbsp;&nbsp;&nbsp;During specific times of the year, the employee is required to visit a variety of direct service settings across the community. &nbsp;Additional mobility is required during this activity. &nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Must possess a valid driver’s license, current auto insurance, daily access to reliable vehicle and able to occasionally lift to 25 pounds.POLICY STATEMENT The United Way of Tucson and Southern Arizona is an equal opportunity employer. We champion diversity, equity, and inclusion. We take action to ensure equal opportunity and all candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected status. &nbsp;

United Way of Tucson and Southern Arizona

Advancement Coordinator 

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


 Job Title: Enrollment Specialist Reporting To: Senior Manager, Community Programs 

 Department: CalFresh, 211 OC Position: Full-time/Non-EXEMPT 

 
Purpose of Position 
Enrollment Specialist is primarily responsible for helping people over the phone assess their eligibility and successfully apply 
on their behalf for benefits programs including, but not limited to: CalFresh (known federally as Supplemental Nutrition 
Assistance Program or SNAP), Low-Cost Utility Assistance, California Alternative Rates for Energy Program (CARE), and other 
approved application processes. 
 
Key Duties and Responsibilities 
 • Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled 

benefits. 
 • Enroll clients over the phone through BenefitsCal (online –CalFresh and Medi-Cal), and other approved application 

processes, which includes answering questions on their behalf, obtaining consent and uploading images of their 
documentation. 

 • Maintain accurate tracking and reporting for enrollment programs and referral services. 
 • Conduct client follow-up via phone and text message to ensure the continuation of benefits. 
 • Assist with community outreach events throughout the County of Orange. 
 • Follow up with the client to determine application approvals and advocate on their behalf when experiencing barriers. 
 • Provide first-contact resolution by ensuring that each customer’s needs are addressed to the best of 2-1-1’s ability during 

their first contact with 211OC. 
 • Collaborate with and serve as a resource to community organizations and 211OC staff to share best practices and other 

knowledge. 
 • Assess participants’ immediate needs and make referrals to appropriate resources. 
 • Develop an expert working knowledge of the 211OC’s management software including Community Information Exchange 

database, telephony, softphone, texting, administrative systems and other approved software. 
 • Empower clients to choose the services they feel are most appropriate for their situations. 
 • De-escalate dissatisfied clients and intervene during crises and/or situations of abuse. 
 • Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and 

through teamwork with other Information &amp; Referral (I &amp; R) Specialists and the Resource Department. 
 • Assist clients in problem-solving when no services are available which can meet their needs. 
 • Divide time between answering contacts for benefits enrollment and the 2-1-1 general line based upon department call 

volume and staffing levels. 
 • Advocate on behalf of clients who have been denied services 
 • Troubleshoot basic technological failures 
 • Performs other duties as assigned 
 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or 
without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a 
team contributor on all assignments; and work independently while understanding the necessity for communicating and 
coordinating work efforts with other employees and organizations. 
 
 


 
 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits 
customer feedback to improve service; responds to requests for service and assistance; meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; 
remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret 
written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and 
procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of 
customers or employees of organization. 
 
Job Requirements /Technical Knowledge 

 • High School Diploma or BA/BS Degree in the Human Service Field 
 • Prior experience providing information and referral services or related experience in the human service field is 

desirable 
 • Must be Bilingual (English and Spanish– verbal and written) 
 • One year of experience working directly with individuals and families in crisis from the community 

 
Compensation 

 • $20.50 – $22.00 per Hour. Competitive Benefits 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to successfully perform 
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to 
perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% 
of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, records, 
and office machinery. Constantly operates a computer and other office productivity machinery, such as a calculator, copy 
machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in 
the office, including under the desks. The person in this position frequently communicates with coworkers and customers 
who have inquiries about our business operations and the community we service; therefore, the person must be able to 
exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

Enrollment Specialist

<h2>Project Manager for Black Hills Reads/United Way of the Black Hills (UWBH)</h2>Reports To: Director of Black Hills ReadsJob Type: Full-Time &nbsp;Salary Range: 45,000 – 50,000&nbsp;<h3>Overview:&nbsp;</h3>We are seeking a dedicated and enthusiastic Project Manager to support and drive initiatives related to the Black Hills Reads program and Early Learner Rapid City. The Black Hills Reads initiative is the umbrella for all the UWBH’s early education efforts as well as part of the National Campaign for Grade-Level Reading. Early Learner Rapid City is a community of Early Learner South Dakota — a community-driven grassroots effort, bringing awareness and support to the importance of how access to a variety of quality early learning environments impact our community’s future. The ideal candidate will be enthusiastic about connecting with diverse stakeholders, fostering partnerships, and spearheading an impactful awareness campaign to enhance literacy and education among children and families.<h3>Job Summary:&nbsp;</h3>The Project Manager is responsible for assisting in the planning, execution, and completion of projects for both Black Hills Reads and Early Learner Rapid City. Time will be split 50/50 between the two responsibilities. There is overlap between the two tasks as they are similar in nature. This role involves coordinating resources, managing schedules, and communicating with various stakeholders to ensure that projects are completed on time, within scope, and within budget.&nbsp;<h3>Key Responsibilities:&nbsp;</h3><h4>Early Learner Rapid City (ELRC) Tasks &amp; Responsibilities&nbsp;</h4><ul><li>Provide leadership to ELRC committees in collaboration with a volunteer co-chair.&nbsp;</li><li>Represent the ELRC initiative at community events and support related outreach.&nbsp;</li><li>Support the recruitment of committee members and community partners.&nbsp;</li><li>Facilitate project planning and implementation of ELCAT objectives.&nbsp;</li><li>Coordinate the action steps of the ELRC strategic plan through goal completion.&nbsp;</li><li>Align and coordinate volunteer efforts and activities in collaboration with co-chair.&nbsp;</li><li>Maintain progress tracking documents for the initiative.&nbsp;</li><li>Implement and monitor practice in alignment with ELRC policy and structure.&nbsp;</li></ul><h4>Black Hills Reads (BHR) Tasks &amp; Responsibilities&nbsp;</h4><ul><li>Develop project plans, including timelines, milestones, and resource allocation to support the implementation of community-level early literacy solutions.&nbsp;</li><li>Represent the BHR initiative at community events and support related outreach.&nbsp;&nbsp;</li><li>Coordinate and collaborate with community partners, committee and team members, vendors, and other stakeholders to ensure project tasks are completed as planned.&nbsp;&nbsp;</li><li>Manage project schedules, including setting up meetings, tracking deadlines, and ensuring timely delivery of project components.&nbsp;&nbsp;</li><li>Serve as a point of contact for project updates, providing regular status reports to stakeholders, partners, and management.&nbsp;</li><li>Maintain project documentation including meeting minutes and status reports.&nbsp;&nbsp;</li><li>Assist in monitoring project budgets, ensuring that expenses are tracked and aligned with project goals.&nbsp;</li><li>Provide administrative support in the development and implementation of the initiative.&nbsp;&nbsp;</li></ul><h3>Qualifications:&nbsp;</h3>Education: Bachelor’s degree in business, Project Management, or related field preferred.&nbsp;Experience: 2+ years of experience in project coordination, administration, or a related role.<h3>Skills:&nbsp;</h3><ul><li>Strong organizational and multitasking abilities&nbsp;</li><li>Excellent communication and people skills&nbsp;</li><li>Proficiency in project management software (e.g., Wrike, Microsoft Project, Asana, Trello)&nbsp;</li><li>Ability to work independently and as part of a team&nbsp;</li><li>Meticulous with a focus on quality and accuracy&nbsp;</li><li>Proven ability to follow up diligently and maintain strong, lasting relationships with partners and communities.&nbsp;</li><li>Certifications: PMP, CAPM, or similar certifications are a plus.&nbsp;</li></ul><h3>Application Process:&nbsp;</h3>To apply, please submit a cover letter and resume to <a href="mailto:hanna@unitedwayblackhills.org" target="_blank">hanna@unitedwayblackhills.org</a> highlighting your relevant experience and explaining your passion for supporting literacy and educational campaigns.&nbsp;We encourage all qualified candidates, including those from diverse backgrounds, to apply.&nbsp;

United Way of the Black Hills

Project Manager for Black Hills Reads

By bringing people and organizations together to solve our region’s most pressing issues, United Way of Greater St. Louis is making our community a better place to live, work, and thrive. It’s more than a day job. It’s a mission. Come work with us!The Executive Office Administrator will provide comprehensive administrative support to the CEO and CAO. This role is essential in ensuring the smooth operation of the Executive office, managing board meetings, coordinating complex schedules, and assisting in the creation of executive presentations. The ideal candidate will be highly organized, detail-oriented, and possess excellent communication skills.&nbsp;This role will coordinate Board Meetings, including scheduling and organizing, ensuring all logistical arrangements are made, preparing/distributing agenda, materials and minutes and serves as an overall point of contact for Board Members. &nbsp;Ensures CEO and CAO are well-prepared for meetings by providing necessary documentation and briefings. Prioritizes executive level appointments and meetings based on urgency and importance, coordinates travel arrangements and accommodations for executive personnel as needed.&nbsp;Assists in the creation and design of executive presentations, reports, and other materials for internal and external stakeholders, collaborating with various departments to gather data and insights. &nbsp;Responsibilities include serving as a liaison between the Executive office and other departments and external partners, assisting with special projects and initiatives as directed by the CEO or executive team.&nbsp;Conducts research and compile information to support decision-making processes.&nbsp;The successful person in this role will handle sensitive information on a daily basis and will uphold company policies and procedures regarding data protection and privacy.&nbsp;&nbsp;If you possess a minimum of&nbsp; three years’ experience as an executive assistant or in a similar administrative role, preferably supporting C-suite executives we’d like to hear from you!&nbsp; A bachelor’s degree in Business Administration, Management, or a related field preferred but not required.&nbsp; &nbsp;Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and the proven ability to &nbsp;prioritize effectively. Proven ability to pro-actively identify and resolve problems&nbsp;is a must.To view the position and apply, <a href="https://helpingpeople.aaimtrack.com/jobs/1144685" target="_blank">click here</a>.We offer a comprehensive benefits package including 12 days of vacation earned over the first 12 months of employment, sick pay, 10 company holidays, 5 1/2 Flexible/personal holidays, 3 volunteer days, parental leave, health, dental, vision and life insurance for you and your family, short term disability, long term disability, and a 403(b) with an organization match and 3 year vesting schedule.United Way of Greater St. Louis is an Equal Opportunity Employer.

United Way of Greater St. Louis

Greater St. Louis

Executive Office Administrator

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


 Job Title: Program Specialist, United for Student 
Success 

Reporting To: Program Manager, 
United for Student Success 

 Department: United for Student Success Position: FULL TIME/NON-EXEMPT 

 
Purpose of Position 
The United for Student Success (U4SS) Program Specialist will align and support Orange County United 
Way’s (OCUW) FACE 2024 and United for Students Success (U4SS) Initiative to systematically increase 
our region’s high school graduation rate to 95% among students from disadvantaged socio-economic 
backgrounds. 
 
The U4SS Program Specialist will work with United Way’s U4SS team to innovate and improve employer 
engagement, which generates program participation, college and career awareness, and additional 
funding opportunities. This dynamic individual will also get to work with existing United Way corporate 
partners, and local organizations to cultivate new partnerships; raise visibility in the community; track 
and use data for program performance, and obtain fresh perspectives as continuous improvement is 
integral to our ability to effectively contribute to transformative systems changes that benefit students 
in Orange County. 
 
This entry-level U4SS Program Specialist position is a one-year grant-funded position and is full-time 
(37.5 hours/week). The Education Program Specialist will report to the Program Manager, United for 
Student Success. 
 
Key Duties and Responsibilities 

 • Support Youth Career Connections (YCC) and college and career readiness efforts at the school, 
district, and regional levels. Attend work-based learning meetings to enhance activities and stay 
updated on new work-based learning models. 

o Support the development and management of OCUW’s “Youth Career Connections 
Program” for high school students which includes the following activities: 

ï§ Workplace Mentorship 
ï§ Classroom Speakers 
ï§ Industry Site Visits 
ï§ Start-Up Bootcamp 
ï§ Summer Career &amp; Life Prep Academy 


ï§ First Responders Academy 
ï§ Teacher Learning Panels 

o Ensure compliance with state and federal laws and all district requirements, especially 
when placing and managing students in Workplace Mentorships. 

 • Assist the team with various programs, including the Class of 2025 e-Mentorship, Destination 
Graduation, and Youth Career Connections, in collaboration with educational partners. 

o Conduct presentations on educational initiatives and programs to internal United Way 
staff, corporate partners, educational partners, students, parents, and teachers. 

o Support coordination of high school and college interns. 
o Facilitate outreach and recruitment of students and volunteers into various educational 

programs. 
o Maintain aspects of social media content and presence. 
o Create and coordinate marketing collateral for student outreach and education. 
o Maintain corporate, education, and agency lists of corporate partners on database 

management software 
 • Support OCUW staff coordination of U4SS programs and committees, as well as other leadership 

groups dedicated to strengthening our programmatic goals. 
 • Support U4SS social media and newsletter efforts by planning, creating, and posting content. 
 • Participate in community and school outreach events to build brand awareness and strengthen 

relationships with parents and students. 
 • Coordinate capacity-building efforts (i.e. trainings, strategic planning, development of marketing 

materials, etc.) to enhance OCUW’s organizational capacity as a leading work-based learning 
intermediary, advocate, and community leader. Maintain U4SS data tracking systems of 
collection, analysis, and reporting. 

 • Support external vendors and contractors, as assigned. 
 • Work interdepartmentally to create an effective, measurable, and sustainable employer/donor 

pipeline for work-based learning engagement with local high schools 
 • Attend, organize and/or facilitate relevant meetings, trainings, workshops, outside events and 

organization-wide activities. 
 • Additional responsibilities and functions as assigned. 

 
Job Requirements /Technical Knowledge 

 • Minimum of an undergraduate degree in education, sociology, human services, social work, 
business administration, workforce development, communications or related field. 

 • 2+ years of experience in the field of education, academic support services and/or community 
outreach. 

 • Familiarity with equity-minded research-based approaches to: work-based learning, projects 
based learning models, differentiated instruction, mixed-skill and age grouping, culturally 


relevant teaching practices and working with English Language Learners and under resourced 
youth. 

 • Demonstrated record in achieving results with low-income youth and teens. 
 • Understanding of and ability to meet performance-based outcomes. 
 • Knowledge of program development, implementation and evaluation, particularly as this relates 

to high school students. 
 • Proven record of excellent writing and communication skills. 
 • Event planning and coordination, both small and large-scale events, preferred. 
 • Ability to work on multiple projects with different objectives simultaneously. 

 
 
Employment Standards 
Strong Knowledge of: 

 • Communities Served - Priority will be given to applicants with experience working with 
underserved schools and school districts, key decision makers and stakeholders (e.g. businesses, 
community, service providers, teachers, students, and parents) within the Orange County region. 
Working knowledge of small school academies, Linked Learning pathways, California Partnership 
Academies, or National Academy Foundation academies is a plus. 

 • OCUW United for Student Success Programming 
 • Class of 2024 e-Mentorship campaign (eMc) 
 • Destination Graduation (DG) 
 • Youth Career Connections (YCC), regional occupational programs, career technical 

education, and career-themed pathways is a plus. 
 

Skilled in: 
 • Achieving Outcomes – Must be results-driven and able to demonstrate a history of meeting 

goals in an ever-changing environment. 
 • Communications – Proficient interpersonal, oral and written communication skills. 
 • Organizational Management – Excellent project management and multi-tasking skills. 
 • Leadership – Well versed leadership skills (e.g. committed, honest, positive, reliable, creative, 

flexible, etc.) with a proven track record in managing broad-based efforts with a diverse set of 
stakeholders and partners. 

 • Problem Solving – Collaborative in planning, decision-making, and seeking various creative 
solutions to resolve issues. 

 • Teamwork – Ability to work independently yet is highly team-oriented. 
 • Relationship Building – Experience in building and maintaining relationships with business, 

education, and community partnerships is critical. 
 
 


Compensation 
ï§ Commensurate with experience, education, and market, the salary range is $26- $36/hour 
ï§ Competitive benefits 

View our Commitment to Diversity, Equity and Inclusion 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about 
inside the office to access file cabinets, records, and office machinery. Constantly operates a computer 
and other office productivity machinery, such as a calculator, copy machine and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
Send Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/" target="_blank">https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/</a>
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

<ul>	<li>Purpose of Position</li>
	<li>Key Duties and Responsibilities</li>
	<li>Job Requirements /Technical Knowledge</li>
	<li>Employment Standards</li>
	<li>Physical Demands</li>
</ul>

Program Specialist, United for Student Success

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Senior Program Manager, United For 
Financial Security 

 Reporting To: Executive Director, United for 
Financial Security 

Department: United for Financial Security Position: Full-time/EXEMPT 

 
Purpose of Position 
Orange County United Way (OCUW) is seeking a driven, results-oriented senior leader to join our United 
for Financial Security (U4FS) leadership team. The U4FS initiative empowers struggling families by 
providing the financial tools needed to achieve stability and thrive. This role will focus on managing the OC 
Free Tax Prep program, which offers free tax preparation services to low- and moderate-income 
households, seniors 60+, individuals with limited English proficiency, and people with disabilities. We're 
looking for a leader with a passion for financial empowerment and community impact, who can lead with 
vision, drive operational excellence, and foster partnerships that enhance the reach and effectiveness of 
our services. 
 

 Key Duties and Responsibilities 
 • Lead and manage the OC Free Tax Prep Program, overseeing all operational and programmatic 

aspects. 
 • Develop and maintain strategic partnerships with community organizations to support program 

implementation. 
 • Cultivate strong relationships with key stakeholders, including the IRS, local elected officials, 

partner agencies, and grantors. 
 • Manage internally operated tax prep sites, including recruitment and oversight of site 

coordinators, and organize events with elected officials as needed. 
 • Ensure compliance with OC United Way and IRS Quality Site Requirements by implementing 

protocols and conducting site visits throughout the tax season. 
 • Supervise the OC Free Tax Prep staff (Program Specialist, Operations Specialist, and Contracted 

Staff) 
 • Collaborate with 211 OC to ensure the OC Free Tax Prep Hotline operates smoothly and efficiently 

through the tax season. 
 • Perform other duties as assigned to support the overall success of the program, Initiative, and 

Agency. 
 

Job Requirements/Technical Knowledge 
 • Proficient understanding of issues affecting low- to moderate-income households and communities 

in Orange County. 
 • Proven leadership and management experience required. 


 • Ability to work independently, make sound decisions, and represent Orange County United Way 
professionally. 

 • Demonstrated success in collaborating with diverse and evolving constituencies, including staff, 
community partners, and volunteers. 

 • Excellent written, verbal, presentation, research, problem-solving, and time management skills, 
with a keen attention to detail. 

 • Proficient in Microsoft Word, Excel, PowerPoint, and adept with social media platforms. 
 • Must have reliable transportation, with travel required to various sites within Orange County 

during tax season. 
 • Flexibility to work evenings and weekends during peak periods 
 

Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally 
ascends/descends stairs, and constantly positions self to maintain computers in the office, including under 
the desks. The person in this position frequently communicates with coworkers and customers who have 
inquiries about our business operations and the community we service; therefore, the person must be 
able to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds. 
 
Compensation 
Salary range of $74,000–$90,000, based on experience, education, and market conditions. Includes a 
competitive benefits package. 
 
Send Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 
 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

<ul>	<li>Purpose of Position</li>
	<li>Job Requirements/Technical Knowledge</li>
</ul>

Senior Program Manager, United For Financial Security

<h2>KEY RESPONSIBILITY AREAS</h2><h3>Accounting and Budgeting</h3><ul><li>Reviews and approves journal entries prepared by finance associate; reviews ledgers for accuracy and adjusts as needed. Ensures appropriate level of supporting documentation.</li><li>Maintains all cash accounts including special accounts; monitors investments and cash flow.</li><li>Prepares monthly, quarterly, and annual financial statements.</li><li>Reviews monthly bank reconciliations.</li><li>Supports and guides leadership team and staff in preparing and adhering to annual operating budget.&nbsp;</li><li>Works with auditing firm to prepare audit materials and ensure all local, state, and federal reports are completed according to IRS requirements, as well as related reports and administrative work regarding payroll, retirement (ERISA), tax returns, etc.</li><li>Provides analysis of financial data to staff, board, and committees as needed.</li><li>Oversees fixed asset accounting, amortization, and reporting.</li><li>Evaluates and analyzes all accounting and budgeting programs and develops appropriate strategies to address the results.</li><li>Monitors accounting standards changes and the implementation of documentation/mapping, updating, and auditing of financial policies and procedures.</li></ul><h3>Resource Development&nbsp;</h3><ul><li>Reviews and finalizes fundraising campaign payments in donor management system.</li><li>Coordinates with Director of Development and staff to monitor campaign progress and status.</li><li>Coordinates with Director of Development to ensure necessary documentation is provided by workplace campaigns for the timely payment of designations to other agencies.</li></ul><h3>Human Resources&nbsp;</h3><ul><li>Manages HR compliance and policies, payroll, and benefits.</li><li>Manages all aspects of human resources. Provides information and support to staff. Collaborates with CEO on annual reviews, salary actions, hiring decisions and recommendations to terminate employment relationships as may be necessary.</li><li>Provides information to HR committee of the board of directors to support annual benefit renewal decisions.</li></ul><h3>Administration and Operations&nbsp;</h3><ul><li>Provides direct, primary staff support to the Board of Directors, including primary staff support to the audit, finance, human resources, and investment committees of the board.</li><li>Reviews needs and requirements and presents office improvement recommendations to CEO.</li><li>Oversees the competitive bidding process.</li><li>Purchases office equipment and furniture as authorized by the President and the Board of Directors.</li><li>Evaluates, updates, and documents existing office policies and procedures. Identifies, creates, and documents new policies, as necessary.</li><li>Takes on additional tasks as assigned by the President and CEO.</li></ul><h2>PREFERRED JOB REQUIREMENTS</h2>(A comparable combination of education and experience may be considered based on overall qualifications)A. EDUCATION: Bachelor’s degree in accounting or business administration.B. EXPERIENCE: Minimum five years accounting background with at least three years in a supervisory position.&nbsp;C. KNOWLEDGE: Detailed working knowledge of general accounting principles. Knowledge of human resources and employee relations.&nbsp;D. SKILLS<ul><li>Strong leadership and supervisory skills and experience.&nbsp;</li><li>Strong computer background including working knowledge and experience with QuickBooks, Microsoft Office, as well as fundraising and database software.&nbsp;</li><li>Ability to properly interpret financial transactions for general ledger entry and production of accurate financial statements.&nbsp;</li><li>Understanding and experience following accounting standards.&nbsp;</li><li>Familiarity with business insurance requirements.&nbsp;</li><li>Ability to work with committees and boards to meet the organization's financial reporting needs.&nbsp;</li><li>Ability to measure and evaluate results of strategies and activities. &nbsp;</li><li>Project management experience.&nbsp;</li><li>Demonstrated communication skills (written, oral, and listening).&nbsp;</li><li>Ability to work effectively under pressure, to be part of a team, and to meet deadlines.&nbsp;</li></ul><h2>COMPENSATION AND BENEFITS&nbsp;</h2>The Manager of Finance and Administration is a full-time exempt, in-person position. Starting salary is commensurate with relevant experience, within the framework of the organization’s operating budget, and in the range of $55,470 – $63,792 annually. An excellent benefits package includes medical and dental coverage with no waiting period, employer-paid life and long-term disability insurance, a flexible medical spending account, 403(b) with employer contributions, generous paid time off, and 11 paid holidays per year.To apply, please email cover letter, resume and three references to <a href="mailto:BusinessTeam@MassHireBerkshireCC.com" target="_blank">BusinessTeam@MassHireBerkshireCC.com</a>. Please reference "Berkshire United Way - Manager of Finance and Administration" in the subject line.

Berkshire United Way

Manager of Finance and Administration

<h2>Job Title:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Community Assistance Network (CAN) Advocate</h2><h2>Reporting to:&nbsp; Community Impact Coordinator</h2><h2>Department:&nbsp; Community Impact and Operations</h2><h2>Classification: Full-time and part-time available; Hourly wage</h2><h2>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Shifts available between the hours of 8:00 AM to 6:30 PM</h2><h2>Location: Yorktown, VA (THIS IS NOT A REMOTE POSITION)</h2><h3>Overall Purpose of this Role:</h3>The Community Assistance Network (CAN) Advocate functions to support United Ways’ collective impact work of providing advocacy and referral services. &nbsp;By connecting people to available resources for basic needs and ongoing assistance, the CAN Advocate is essential to helping people avoid and address poverty-related crises and create Pathways out of Poverty.<h3>Key Competencies</h3><ul><li>Models kindness with internal and external customers, upholding United Way’s commitment to equity and unity</li><li>Understands and consistently practices responsiveness and accountability to all customers</li><li>Communicates clearly and concisely with people from diverse backgrounds</li><li>Coordinates with multiple partners&nbsp;</li><li>Manages multiple case records including customer time as well as associated administrative duties and timelines</li><li>Adapts to changing needs and service delivery systems</li><li>Practices professional boundaries</li><li>Advocates on behalf of those in need</li><li>Able to problem solve creatively</li></ul><h3>Key Responsibilities</h3><ul><li>Actively listen with empathy to individuals experiencing vulnerability and crisis</li><li>Collect and utilize information to determine eligibility for various programs and services and identify perceived and unperceived needs</li><li>Work diligently and advocate on behalf of customers to connect those in need to available resources&nbsp;</li><li>Complete intake forms, referral forms, other needed documents, and referral processes for diverse partnerships</li><li>Enter data into appropriate customer record systems</li><li>Manage multiple phone lines; transferring calls</li></ul><h3>Requirements</h3><ul><li>Knowledge of and experience navigating human services and social systems</li><li>Basic knowledge of Microsoft Office Suite</li><li>Customer service experience</li><li>Preferred: lived experience of poverty on the Peninsula; skills in motivational interviewing</li></ul>To apply:Send your resume/inquiry to&nbsp;<a href="mailto:info@uwvp.org" target="_blank">info@uwvp.org</a>

United Way of the Virginia Peninsula (UWVP)

United Way of the Virginia Peninsula

Community Assistance Network (CAN) Advocate 

OVERVIEWExciting opportunity for retirees, stay-at-home parents, college students or anyone looking for a part-time, flexible job!&nbsp;The VITA (Volunteer Income Tax Assistance) Site Coordinator is responsible for maintaining an orderly, efficient, and welcoming site; ensuring Quality Requirements are executed; coordinating volunteer schedules; and providing excellent customer service to clients and volunteers. The Volunteer Income Tax Assistance program provides low-to-moderate income households with free assistance to file their income tax return.This is a temporary contract position established for the 2025 tax season, to begin at time of hire and end April 30, with the possibility of some hours through May to accommodate off-season needs.&nbsp; The position has a flexible working schedule, averaging 20 hours per week.KEY RESPONSIBILITIESSite Management:<ul><li>Organize waiting areas and workstations for tax preparers with necessary resources and supplies.</li><li>Ensure all required paperwork and forms are stocked for each tax appointment.</li><li>Review intake paperwork and discuss with clients.</li><li>Assist clients through the tax filing process.</li><li>Maintain orderly clients’ files and ensure security of confidential paper and electronic files.</li><li>Communicate supply needs to the Program Manager for ordering.</li><li>Ensure the site closely adheres to the Quality Site Requirements.&nbsp;</li><li>Ensure the site adheres to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability.&nbsp;</li></ul>Personnel Management:<ul><li>Communicate with volunteer preparers to ensure appropriate coverage is maintained for each day the site is open.</li><li>Communicate with volunteers regarding coverage and attendance.</li><li>&nbsp;Track volunteer attendance and hours of service.&nbsp; Prepare monthly volunteer time report for the site to be submitted to the VITA Program Manager.</li><li>Support volunteer appreciation activities.</li><li>(In some cases) supervise administrative staff responsible for greeting clients.</li></ul>Communication:<ul><li>Serve as a main point of contact for clients. Field in-person questions, respond to phone calls and contact clients when necessary to address problems with returns.&nbsp;</li><li>Serve as a communication liaison regarding the operation of the tax site for colleagues and volunteers.</li><li>Distribute updates and changes from the IRS to volunteers and clients.</li></ul>QUALIFICATIONS<ul><li>A willingness to learn and use electronic tax return software. &nbsp;</li><li>Ability to assist clients and volunteers in a courteous and helpful manner.&nbsp;</li><li>Strong organizational skills with the ability to prioritize multiple responsibilities and meet deadlines.&nbsp;</li><li>Committed to providing excellent customer service, with demonstrated ability to follow instructions and carefully review work for accuracy.</li><li>Ability to work with people of diverse backgrounds.</li><li>Punctual and reliable.</li><li>Enjoys working as a part of a team and with volunteers.</li><li>Basic computer skills.</li><li>Basic tax knowledge (Form 1040, Form 1040A, and Form 1040EZ) and VITA certification at the Advanced level is required before February 1, 2025. Training is provided.</li><li>VITA certification as a Site Coordinator is required before February 1, 2025. Training is provided.</li></ul>Additional Qualifications&nbsp;(not required)<ul><li>Previous experience at a volunteer income tax assistance site.</li><li>Bi-lingual.</li></ul>How To ApplySubmit your cover letter and resume to Kristie Costa, VITA Program Manager, at kcosta<a href="mailto:scmilligan@unitedwayplains.org" target="_blank">@unitedwayplains.org</a>

VITA Site Coordinator

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Resource Coordinator 
Reporting To: Senior Manager, Partner 
Engagement 

 Department: 211 OC Position: Full-time/NON-EXEMPT 


Purpose of Position 
Under the supervision of the Senior Manager, Partner Engagement the Resource Coordinator is primarily 
responsible for managing and maintaining relationships with service agencies listed in 211OC’s resource 
databases including keeping up the accuracy of information, adding new agencies and services, and recruiting 
into GetHelpOC closed loop referral partners. 


Key Duties and Responsibilities 
ï· Manage and develop expertise of 211OC’s GetHelpOC: Community Information Exchange and iCarol 

resource databases of all front-end, back-end and administrative features and functions 

ï· Maintain and ensure integrity of records in the resource databases 

ï· Build relationships with agency and program staff, provide GetHelpOC demos, and encourage participation 
in GetHelpOC for closed loop referrals. 

ï· Initiate organization information updates in the 211OC resource databases, provide and follow up on 
requests with agency directors and managers 

ï· Develop a working knowledge of Alliance of Information and Referral Systems (AIRS) Taxonomy and 
Standards and how they are applied in the 211OC Resource Department 

ï· Research services available in the community and assist agencies with completion and updates of 
application and forms 

ï· Develop and maintain strong relationships with Agencies/Service Providers 

ï· Assist with 211RIDE program updates 

ï· Other duties as assigned. Responsibilities may change under manager discretion. 
 

Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with 
or without direct supervision; interact professionally with other employees, customers, and suppliers; work 
effectively as a team contributor on all assignments; and work independently while understanding the necessity 
for communicating and coordinating work efforts with other employees and organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets 
commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions under 
control; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and obtains 
clarification; responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 


interpret written information. 
Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to 
building a positive team spirit; puts success of team above own interests. 
Professionalism - Tactfully approaches others; reacts well under pressure; treats others with respect and 
consideration, regardless of status or position; accepts responsibility for own actions; follows through on 
commitments. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of the organization. 

 
Job Requirements /Technical Knowledge 

ï· 1+ years working in the health and human service field preferred 

ï· 2+ years working in a customer service position preferred 

ï· Ability to maintain a positive, professional, and a discreet demeanor 

Compensation 
ï· $20-23/hr with competitive benefits. 

 
Physical Demands 
Physical demands are representative of the requirements necessary for an employee to successfully perform the 
essential functions of this position. The employee is required to actively listen and communicate clearly. The 
employee is required to stand and publically speak. The employee is required to walk, reach with arms and hands, 
climb, balance, twist, lean, move from one location to another, and to stoop, kneel, crouch or crawl. Vision abilities 
required by this job include close and far. Ability to operate a computer keyboard and mouse, and lift files and 
reports is required. Employee must be able to lift and carry 25 pounds. Reliable transportation and a clean driving 
record are required as the employee will need to travel throughout Orange County to visit with partners, County 
meetings, Collaborative meetings, and other meetings and trainings. 


Send Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

23 Administration / Customer Service Jobs