Client Services & Case Management Coordinator

Catholic Charities, Archdiocese of New York; New York (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

Catholic Charities, Archdiocese of New York is seeking an administrative professional to provide direct operational support to the Regional Director and ensure smooth site operations. The role involves answering phones, greeting visitors, and directing inquiries while documenting interactions in the ECM database.

Responsibilities include completing client intakes, creating and maintaining case files, compiling statistics, and assisting with reporting for the Case Management department.

Qualifications

• Must have ability to multi-task and complete assignments on a timely basis.

Responsibilities

• Provide direct operational support to the Regional Director and ensure smooth operations of the site.
• Answers telephone, greets visitors and directs inquiries to the appropriate person.
• Provides information and referral to clients and documents these interactions in the ECM database via the creation of an electronic file.
• Completes all client intakes and ensures its timely entry into the ECM database system.
• Must have the ability to multi-task and complete assignments on a timely basis.
• Creates Case File records for new clients and maintains Closed case records in an organized and orderly fashion.
• Assists with gathering statistics and preparing reports on behalf of the Case Management department and the other program service areas offered from our location.
• Maintains knowledge of current programs and services frequently offered at the site and throughout our network.
• Respects confidentiality in discussing client, staff, volunteers, visitors and agency matters.
• Keeps immediate supervisor(s) well informed of any problems and concerns.
• Maintains a secure environment by managing the flow of visitors and participants to the site.
• Responsible for ordering supplies as approved by Regional Director.
• Completes and generates AFPs via the Cognizant portal, on behalf of staff expense reports and approved vendor payments.
• Sorts and distributes incoming mail.
• Handles all copying/scanning and collating functions.
• Prepares material and sets up for meetings as assigned.
• Participate in staff meetings and prepare and distribute the meeting minutes.
• Reports to work as required and on time.
• Other duties as assigned

Job description

Catholic Charities, Archdiocese of New York is seeking an administrative professional to provide direct operational support to the Regional Director and ensure smooth site operations. The role involves answering phones, greeting visitors, and directing inquiries while documenting interactions in the ECM database.

Responsibilities include completing client intakes, creating and maintaining case files, compiling statistics, and assisting with reporting for the Case Management department.