Client Services Assistant - Early Intervention

North Bay Regional CenterSanta Rosa, CA
$48,444 - $53,412Hybrid

About The Position

The Client Services Assistant provides administrative support and assistance to Case Management, Clinical, Diversity & Equity, Early Intervention, Resource Development, Emergency Management & Facilities Department, Information Technology (IT), Self-Determination staff and agency departments, as needed. If hired to support NBRC’s Vacaville office, responsibilities also include receiving deliveries, greeting and directing office visitors, contacting appropriate staff for scheduled meetings, and performing other reception duties as needed. Under the direction of a Supervisor, the Client Services Assistant supplies full office support, establishes and maintains tracking systems; completes forms and documentation; requests information and responds to requests for information; schedules appointments and meetings; word processes documents; enters data into computers; assists clients, families and service providers by telephone or in person and provides back-up of other support staff positions due to vacancy or work overload.

Requirements

  • Equivalent to graduation from high school and three years of responsible general clerical or office administrative experience
  • Graduation from business school and two years’ experience
  • Office management practices and procedures, including filing and the operation of standard office equipment
  • Proper form for typed materials
  • Business arithmetic including percentages and decimals
  • Correct English usage including spelling, grammar, and punctuation
  • Basic business data processing principles and the use of word processing or personal computing equipment using Microsoft Word
  • Basic record-keeping principles and practices
  • Must type at a minimum rate of 50 net words per minute from handwritten or printed copy
  • Ability to provide personal automobile transportation, or access to another form of reliable transportation, during and after working hours
  • If operating own vehicle, provide minimum automobile liability insurance as required by California Law

Nice To Haves

  • Bilingual Spanish/English skills are preferred
  • Fluency in a language in addition to English is desirable and may be required
  • Flexibility in work hours is required to meet the needs of the regional center constituency
  • This position will be primarily based in the office; however a hybrid work schedule may also be available

Responsibilities

  • Enters Client Development Evaluation Reports (CDER) into database
  • Makes appointments for other staff members
  • Processes purchase of service documents
  • Provides administrative assistance to the "Officer of the Day"
  • Maintains tracking systems for Title 17 client reviews, Facility Liaison visits, triennial reviews, individual program plans, vendorization
  • Completes tasks related to state and federal requirements, such as Home and Community Based Waiver and Targeted Case Management
  • Completes case transfer tasks such as obtaining the application for services, consents, purchase of service and assembling the chart
  • Completes disposition forms
  • Requests and tracks client data base information
  • Obtains signatures on forms as needed
  • Sends informational packets upon request
  • Maintains system of vendorization and rates
  • Provides regulatory information regarding vendorization
  • Reviews vendor packets
  • Completes filing
  • May be assigned to specific professionals, phone and receptionist duties, variety of typing/data input, filing, copying, FAX and mail duties
  • Receiving deliveries, greeting and directing office visitors, contacting appropriate staff for scheduled meetings, and performing other reception duties as needed (if supporting Vacaville office)
  • Supplies full office support
  • Establishes and maintains tracking systems
  • Completes forms and documentation
  • Requests information and responds to requests for information
  • Schedules appointments and meetings
  • Word processes documents
  • Enters data into computers
  • Assists clients, families and service providers by telephone or in person
  • Provides back-up of other support staff positions due to vacancy or work overload
  • Organizes and maintains accurate office files
  • Composes routine correspondence from written or verbal instructions
  • Uses initiative and sound independent judgment within established guidelines
  • Operates standard office equipment, including computers, copiers, printers, and multiline telephone systems
  • Prioritizes work and coordinates multiple activities
  • Understands and complies with verbal and written instructions
  • Performs work under stressful conditions, as required
  • Performs detailed clerical work accurately
  • Interacts tactfully and effectively with those contacted in the course of work
  • Adheres to a reliable work schedule, i.e. punctuality in reporting to work, meetings and in using consistent sign-out methods
  • Records accurate and timely information on time sheet and mileage forms
  • Notifies supervisor of schedule changes, i.e. sick leave, vacation, and floating holiday use
  • Communicates effectively in person, on the telephone, and in writing
  • Maintains a high level of personal and professional conduct
  • Maintains strict confidentiality regarding client information in accordance with agency policy
  • Other duties as assigned

Benefits

  • CalPERS Retirement Plan
  • CalPERS Medical Insurance Plans, with generous employer contributions
  • Dental Insurance, with zero cost for employee only coverage
  • Vision Insurance, with $5/month employee cost share for employee only coverage
  • Flexible Spending Accounts for Medical and Dependent Care
  • 100% Employer Paid Life Insurance
  • Generous vacation and sick accrual policies
  • Employee Referral Reward Program
  • 16 Paid Agency Holidays/year
  • CalPERS 457 Supplemental Retirement Plan
  • Bi-lingual language differential: For those speaking, reading and writing other than English – $225 per month
  • For those speaking a language other than English – $150 per month
  • For those using American Sign language – $200 per month
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