Office tasks
- Complete an introduction to Citizens Advice and training for your role
- Support the Team Leader by greeting and profiling clients
- Help with the daily running of the service and waiting room management
- Retrieving and sorting incoming post for caseworkers
- Preparing consent and authority forms
- Fetching essential office supplies when needed
- Supporting our clear-desk policy organising stationery cupboards
IT tasks
- Updating client records and setting the correct consents
- Assisting advisers and caseworkers with admin tasks – such as scanning, copying, and drafting documents or appointment paperwork
- Logging updates in client cases and setting assignments for caseworkers
- Disposing of information through proper means
- Occasional testing and auditing of IT equipment
- Keeping up to date with data handling training/accreditation
