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Key/Essential Functions & Responsibilities
· Greets visitors, staff and/or people we support entering the site with a positive, helpful attitude; announcing as necessary and directing individuals to appropriate party or location.
· Maintains office security by following safety procedures and maintains appropriate visitor or other logs, which may include electronic systems, to track visitor information in accordance with applicable procedures.
· Answers and screens phone calls in a timely and professional manner, directing calls to appropriate parties, taking messages and/or handling inquiries.
· Coordinates, schedules and/or confirms meetings, including, but not limited to securing conference rooms or
other appropriate spaces for meetings, determining availability of attendees, creating or sending electronic
invitations using Outlook calendar or other established systems.
· Liaises with internal departments and external stakeholders on behalf of supervisor or others as directed making requests, coordinating, securing, monitoring and/or tracking maintenance issues, appointments, schedules, transportation and other location- or program-related needs.
· Receives, sorts, prepares and/or distributes mail, packages and/or deliveries; replenishes, stocks and/or distributes supplies, as needed.
· Performs a variety of clerical and administrative tasks on a regular or as needed basis (e.g. special projects, meetings, events, etc.), such as filing, copying, scanning and/or data entry; creating memos, lists, spreadsheets or other documents; and/or making notifications or inquires by email or phone.
· Obtains, accesses and reviews documentation as needed, in coordination with applicable staff; may assist with obtaining documentation from other internal or external sources, including care managers, families, or other internal departments by phone, email or in-person.
· Scans, saves, names/renames and/or uploads appropriate documentation into shared folders and other electronic systems (e.g. Digital Agency) on behalf of managers or supervisor, in accordance with applicable
policies and procedures including managing and/or updating files for START program participants.
· Performs data entry in electronic systems and/or completes forms or other documents by entering information from receipts, records or statements and updates and maintains referral-related data and
documents in electronic systems, including shared drives and databases.
· Assists with development and implementation of systems and processes to improve or expedite monitoring, collecting, organizing and/or tracking of administrative paperwork and information in coordination with
location management and supervisor.
· Participates in the coordination and facilitation of arrivals and departures of people we support or other groups or visitors, as applicable, which may include assisting or escorting individuals during bus duty and/or coordinating, scheduling or rescheduling busing or other transportation.
· May be assigned responsibilities related to collecting, monitoring and/or tracking of information, such as program attendance by people we support, duration of attendance for services, etc., compiling information from various systems, communicating or reporting findings, escalating concerns and patterns to supervisor or other leadership.
· May provide support with fiscal systems including ledgers, fee determinations and/or invoices appropriately documenting or entering information, performing basic numeric calculations (adding or subtracting) to reconcile ledgers or total expenses and selecting appropriate codes for invoices.
· May monitor and reconcile petty cash for assigned program(s) or office(s), completing necessary paperwork, data entry and accounting for expenditures by reviewing, totaling and documenting receipts, completing transmittal or other documentation and/or performing data entry.
· Complies with all Federal, State, Local and other relevant regulatory agency requirements, including the Health Insurance Portability and Accountability Act (HIPAA).
· For assignments to START/CSIDD may also perform the following duties: o Coordinates and tracks incoming referrals for services including acknowledging receipt, receiving, requesting and collecting screening, eligibility and other information from various sources, providing instructions, documents and other information to referrals and caregivers and/or running reports from electronic systems.
o Maintains linkage database and information relating to community partners. o Participates in outreach and community-based meetings to network, provide information and build relationships.
o Assists with tracking and scheduling of on-call assignments, interviews and/or mandatory trainings.
· Performs all other duties, as assigned
Minimum Qualification Requirements including education, experience, licensure/certification, etc. and essential
physical capabilities (e.g. lifting, assisting lifting, standing, etc.)
· High School diploma or its educational equivalent; and
· One (1) year of experience working in an administrative support role performing a variety of receptionist
and/or clerical-related duties including phones, data entry and scheduling, in an office or similar work
environment; or
· Satisfactory combination of education, experience and/or training.
· Basic proficiency with Microsoft Office, specifically Word, Excel and Outlook.
· Excellent time management and organizational skills and ability to prioritize tasks appropriately.
· Ability to use and willingness to learn to use common office equipment and various electronic systems and
files to enter, locate, upload and record information or documents including, but not limited to Workday,
Digital Agency (DA) and/or shared drives, Intranet, etc.
· Strong interpersonal and customer service skills, including the ability to accurately communicate and collect
information, both verbally and in writing.
· Willingness to take initiative and high attention to detail.
· Ability to meet essential physical demands of position, including using hands to finger, handle or feel objects,
tools or controls; sitting, standing, bending, twisting, stooping, kneeling, crouching, pushing, pulling and
reaching with hands and arms and to lift and/or move packages or boxes weighing up to 25 pounds at
assigned location, as needed.
For assignments to START/CSIDD, the following requirements apply:
· A minimum of (two) 2 years of experience working with the I/DD population or other related human services
experience
· Able to work autonomously and work well in groups.
Preferred Qualification Requirements (desired requirements beyond MQRs above)
· Experience with individuals with intellectual and developmental disabilities (I/DD)
· Experience with reconciling financial and purchasing data (ledgers, petty cash, invoices, etc.)
· Previous experience using Workday or Digital Agency
· Verbal and/or written fluency in a second language
· For assignments to START/CSIDD:
o Bachelor's Degree in a human services or related field
o Experience in service coordination/case management or intake/admissions
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran. YAI is an Equal Opportunity Employer.
