Title V Participant-Intake Specialist & Active Lifestyle Center Data Entry Clerk (47831)

Title V -Senior Community Employment Program

TRAINING Summary: The intake specialist Assistant provides support to the intake specialist and case management team. The intake specialist assistant plays a key role in providing excellent customer service and maintaining confidentiality. 

ESSENTIAL FUNCTIONS

Assist with Intake Specialist (90%)

• Assist in receiving and reviewing incoming client inquiries
• Collect and verify client information, documents, and eligibility requirements.
• Enter and maintain accurate data in client management systems or databases.
• Provide clear information to clients regarding required forms, processes, and next steps.
• Support Intake Specialists and case managers with administrative tasks, reports, and follow-ups.
• Handle phone calls, emails, and other communications with professionalism and empathy.
• Provide administrative assistance including filing, scanning, and organizing intake materials.

Data Entry Tasks for MOW (10%)

• Collect and track daily MOW volunteer hours (Excel spreadsheet/s)
• Working with the Assistant RSVP Manager, maintain, update the accurate required hours and respond to returned reports.

Qualifications

Must be 55 years old or older; unemployed; resident of Bay Aging service area; a U.S. Citizen or Permanent Resident,  lawfully admitted; meet financial guidelines.

Offers of employment are contingent upon the successful completion of a criminal background check.

Bay Aging is an Equal Opportunity Employer. All applicants will be considered for employment without discrimination on the basis of race, color, religion, sex, national origin, age, veteran or disability status.  Bay Aging is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact MaDena DuChemin, Director, Human Resources at (804) 758-2386, Ext. 1228 ormduchemin@bayaging.org.