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Intake and Assessment Administrative Assistant

Job in San Jose, Santa Clara County, California, 95126, USA
Listing for: Momentum for Health
Full Time, Part Time position
Listed on 2026-08-21
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Healthcare Administration, Data Entry, Clerical
Salary/Wage Range or Industry Benchmark: 31.52 USD Hourly USD 31.52 HOUR
Job Description & How to Apply Below

Job Posting

Work Schedule Mon - Fri 8.30am - 5pm.

Pay rates for Union positions are set in the Collective Bargaining Agreement with SEIU Local 521. Each position has a total of six steps, Step 1 (entry level) through Step 6 (15 years of employment with the organization). Union staff are promoted from Step 1 to Step 2 upon their one-year anniversary. The current Step 1 rate for this position is $31.52 /hr, and the current Step 6 rate for this position is $34.80 /hr.

We offer a competitive package of employee benefits for 30 to 40-hour week positions. You will receive a defined contribution amount of up to $15,433.08 per year (prorated for part-time employees working less than 40 hours per week) to purchase the benefits of your choice on a cafeteria plan basis. Any amount of this defined contribution not used towards your benefits will be paid to you as taxable earnings.

We offer a retirement plan with a generous employer match starting at 4% after one year of employment. Our paid time off is also more generous than many employers with vacation time accruing up to 25 days per year, 6 days of sick time per year and 12 paid holidays.

The benefits offered in our cafeteria plan are as follows:

  • Medical benefits –Kaiser--ranging from $0 Deductible Plan with $15 Copay to $3400 Deductible Plan with Health Savings Account. Sutter Health plans are also available from $0 Deductible Plan to $2,500 Deductible Plan.
  • Dental benefits –Guardian: 1 dental HMO and 2 PPOs
  • Vision benefits – 2 options from Guardian VSP: a standard vision plan and an enhanced vision plan

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • Manage all new client intake activities from receipt of beneficiary referral through enrollment in services, including direct beneficiary outreach/contact, assistance in scheduling, follow-up, data collection and entry. Duties may include any or all of the following:
  • Manage incoming referrals from external funders. Follow pre-established tracking system to record all beneficiary pre-enrollment activity including phone calls, voice mails, attempted contacts, missed initial appointments, follow-up calls. Provide customer support to beneficiaries, funders, providers and agency staff.
  • Interact directly with beneficiaries that have been referred to Momentum for behavioral health services.
  • Confirm beneficiary eligibility for Medi-Cal and other insurance benefits.
  • Facilitate and deliver communications through email, voice mail, inter-office and external mail and courier, phone call answering and appropriate routing, copying and faxing; maintain office machines.
  • Collect and enter beneficiary information accurately into Electronic Medical Record and other agency databases.
  • Maintain databases and spreadsheets by entering significant amounts of data in a timely manner; prepare and run internal and external reports.
  • Create, update, and maintain electronic and paper medical records and files according to company protocols and in an orderly and timely manner; route when and where needed; other filing and record keeping systems, schedules, rosters, and databases.
  • Track the stages of completion for submitted documents and charts, i.e., initial submittal, revisions, final, approved version, reviewing, comparing, and following up on documents.
  • Maintain inventory and reorder office and related supplies as needed. Coordinate and support activities of other administrative and clinical staff in work unit, including volunteers; train newly hired staff in program systems.
  • OTHER DUTIES AND RESPONSIBILITIES:

  • Attend community, agency, and team trainings, meetings, and events.
  • Run errands and make interdepartmental and off-site pickups and deliveries using personal or agency vehicle.
  • KNOWLEDGE, SKILL, AND ABILITIES REQUIRED: (E = Essential; D = Desired)

  • High School diploma GED, or equivalent education and a minimum of one year (E) or two years (D) of responsible, full-time experience in a secretarial or clerical capacity;
    Associate's degree or graduation from a recognized Business School or a related field (D).
  • Experience in previous position requiring high level of customer service.
  • Proven typing speed of 40 net wpm (E); 50 net wpm (D); computer literacy;…
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