Administrative Assistant to Executive DirectorAt — Meals on Wheels La Habra

Assist E.D. in prepping 60+ meals for delivery as well as delivering meals when necessary.  Help in the receiving and counting of daily meals and drinks and then storing for the next day. Sterilizing all bags and binders that are used for delivery.

Assist in greeting volunteers and explaining any changes for that day. 

Assist in billing clients and in receiving and applying payments, make bank deposit, and monthly reconciliation of bank accounts.

Assist in the coordination of scheduling fifty-plus volunteers for daily delivery on a  monthly basis. 

Assist in interviewing new clients and setting up clients in Quickbooks and SrvTracker software.

Assist with special projects, ie; sending out gifts for holidays, special occasions and sending toiletries out bi-monthly. Personalizing Birthday cards for clients. 

Assist in fundraising activities and annual luncheon. 

Tasks:

Prepping 80+ meals for delivery as well as delivering meals when necessary. Help in the receiving and counting of daily meals and drinks and then storing for the next day. Sterilizing all bags and binders that are used for delivery.

Greet volunteers and explain any changes for their route for that day. (New clients added, any deleted or on hold.

Bill clients and receive and apply payments, make bank deposit, and monthly reconciliation of bank accounts.

Coordination of scheduling fifty-plus volunteers for daily delivery on a monthly basis.
Interview new clients and set up clients in Quickbooks.

Assist with special projects, ie; sending out gifts for holidays, special occasions and sending toiletries out bi-monthly. Personalizing Birthday cards for clients.

Assist in fundraising activities and annual luncheon.

Training:

To help the student achieve the learning outcomes, I will have them shadow me and I will give them one-on-one training. I will provide work samples and I will overview assigned tasks.

Learning Outcome:

By the end of the academic internship, the student will be able to prep and pack individual daily meals. The student will be able to schedule volunteers and bill clients on a monthly basis. They will know how to set up clients in Quickbooks, how to invoice and how to apply funds. They will be able to interview clients.They will be able to add clients to a route and be able to change all the information that is needed in the Route Binders. They will become familiar with our fundraising procedures.