Intake Specialist

Southwest Key Programs San Antonio , TX 78245

Posted 3 months ago

Job Summary:

The Intake Specialist is responsible meeting with new clients and performing an intake process with the client and their parent/guardian. The Intake Specialist provides high-level administrative support by preparing all intake paperwork and guaranteeing the integrity of the information that is gathered. Further, the Intake Specialist will be responsible for handling information requests, performing clerical functions such as preparing correspondence, and when needed, requesting updated school or probation documents.

Essential Functions:

  • Conduct intake services to include but not limited to: completing necessary paperwork, providing clients and family members/guardian with an overview of the program services; explain the expectations and rules of the program to clients and family members; and for initial placements of youth in to the program.

  • Prepare reports and other documents in an accurate and timely manner, using word processing, spreadsheets, various databases, or presentation software.

  • Maintain an efficient and accurate filing system.

  • Provide new client information to necessary staff.

  • Act as back up to other administrative/clerical staff as needed.

  • Regular and punctual attendance.

Other Functions:

  • Distribute education paperwork to employees.

  • Assist with training, duplication of materials, setting up, documenting.

  • Assist with monitoring student behavior and documenting it as needed.

  • Provide all necessary program documentation to Program Director as needed.

  • Able to react to change productively and handle other essential tasks as assigned.

Qualifications and Requirements:

  • High school diploma or equivalent.

  • Two years' experience working in an office.

  • The ability to read and understand information and ideas presented in writing.

  • Knowledge of administrative and clerical procedures and systems such as Microsoft office software, managing files and records, designing forms, and other office procedures and terminology.

  • Cleared background check from appropriate entity.

Physical Demands:

Must be able to read, write, and communicate. While performing the responsibilities of this job, the employee is required to bend, lift, or otherwise work with hand or hands. Expressing or exchanging ideas by means of the spoken word. Must be able to lift up to 20 pounds. Physically capable of performing restraints if necessary.

Work Environment:

General office environment with moderate noise. This position is mostly sedentary, involves sitting most of the time, but may involve walking or standing for brief periods of time. A busy environment with many unscheduled interruptions. Frequent computer use at workstation for extended periods of time. Public contact position requiring appropriate business apparel.


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Intake Specialist

Southwest Key Programs