Operations Specialist

Operations Specialist

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.

• 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.

See the Position Description for additional information.

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.

• 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.

Background Check

Required:

Yes.

Positions posted with a Staff Type of Regular or Term are eligible for the Veteran Preference Program. See the Veteran Preference Program webpage for additional details.

The University of New Mexico is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or any other protected class.

The University of New Mexico requires all regular staff positions to successfully pass a pre-employment background check. This may include, but is not limited to, a criminal history background check, New Mexico Department of Health fingerprint screening, New Mexico Children, Youth, and Families Department fingerprint screening, verification of education credentials, and/or verification of prior employment. For more information about background checks, visit (Use the "Apply for this Job" box below).

Refer to  for a definition of Regular Staff.