Case Aid

Position Summary

This role provides administrative, clerical, and direct service support to case management staff and clients. This position assists with service coordination, client engagement, documentation, and program operations to ensure effective and timely delivery of services.

• Responds to phone, in-person, and electronic inquiries; explains agency and program policies to individuals and groups.
• Receives and reviews requests for service; provides information and referrals to appropriate agency, community, and governmental resources.
• Refers, schedules, and coordinates access to services, appointments, and community resources.
• Utilizes Microsoft Office and other proprietary systems to communicate, enter data, and complete daily tasks.
• Assists in planning and participating in group presentations, workshops, and program events.
• Supervises or monitors clients and visitors during case manager-approved activities, including quality family visitations.
• Participates in fieldwork assignments, including transporting clients to appointments and assisting with monitoring health and safety needs.
• Accompanies clients to services, appointments, or court as needed to support service engagement and compliance.
• Prepares and presents oral and written testimony for court proceedings, including Superior Court, dependency court, family court, and/or criminal court.
• Establishes, organizes, and maintains accurate case files, records, and documentation in compliance with agency and regulatory standards.
• Assists clients with completing required forms; conducts initial and follow-up interviews; enters and updates client data in electronic and/or paper systems.
• Maintains detailed records of client contacts, communications, attendance, behaviors, and responses.
• Provides updates and relevant information during team meetings, case reviews, and staffing.
• Acts as a liaison between clients, case managers, social workers, and other agency or partner staff.
• Completes and submits required notices, forms, and program reports in a timely manner.
• Performs routine clerical duties, including reception, filing, copying, and data entry.
• Escorts children to county jails and correctional facilities for visitations and accompanies dependent adults to court hearings.
• Performs other related duties as assigned.

High school diploma or equivalent (associate or bachelor's degree in social work, Human Services, or related field preferred).

• General knowledge and experience in Ventura County, the VA, and the local network of community-based health and human services organizations serving low-income homeless populations, or veteran families at risk of homelessness, is preferred.
• Proficiency required in MS Word, Excel and other related computer programs required, and research related software preferred.
• Commits to the organization-has the responsibility for aligning one’s own behavior, leadership and commitment with needs, priorities, goals, and culture of the UWVC.
• Embraces diversity and inclusion-creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.
• Seizes learning-able and willing to learn new skills and knowledge and accept new challenges to further United Way mission.
• Personifies teamwork-demonstrates good collaboration and communication to be effective in any team setting.

While performing the duties of this job, the employee is occasionally required to stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms, climb stairs, balance, stoop, kneel, crouch or crawl, talk or hear, taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perceptions, and the ability to adjust focus.

The employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually moderate.

• Associate Degree
• High school

• 1 - 2 years of experience

• $19 - $21 per hour

• English

• Community Expertise
• General knowledge
• MS Office