Frontline Intake & Assessment Admin Specialist

Momentum for Health; San Jose (CA); On-site; USD 90,318,000 - 99,716,000; Full time

Benefits offered by this job

Cafeteria plan

Retirement plan with employer match

Paid time off up to 25 days/year

Sick time 6 days/year

12 paid holidays

Job summary

Momentum for Health in San Jose, CA is seeking an Intake and Assessment Administrative Assistant. The role handles beneficiary intake, eligibility checks, scheduling, and data entry in EMR systems, supporting outreach and enrollment activities.

You will work Mon–Fri, 8:30am–5pm, with benefits including a cafeteria plan, retirement match, generous PTO, holidays, and sick leave. Competitive pay steps start at $31.52 per hour with potential increases.

Qualifications

• High School diploma or GED; 1–2 years of clerical experience preferred.
• Experience delivering high-level customer service and intake support.
• Typing speed around 40 wpm; strong MS Office and data entry skills.
• Familiarity with Electronic Medical Records (EMR) systems.

Responsibilities

• Manage new client intake from referral to enrollment, including scheduling and contact.
• Handle referrals from external funders and provide beneficiary support.
• Verify Medi‑Cal and other insurance eligibility; communicate via email and phone.
• Enter beneficiary data into EMR and agency databases; prepare reports.
• Maintain records and perform inventory and training support for staff.

Skills

Customer service

Data entry

MS Office

EMR familiarity

Education

High School diploma

Associate or related business education

Tools

MS Word

MS Excel

MS Outlook

EMR software

Job description

Momentum for Health in San Jose, CA is seeking an Intake and Assessment Administrative Assistant. The role handles beneficiary intake, eligibility checks, scheduling, and data entry in EMR systems, supporting outreach and enrollment activities.

You will work Mon–Fri, 8:30am–5pm, with benefits including a cafeteria plan, retirement match, generous PTO, holidays, and sick leave. Competitive pay steps start at $31.52 per hour with potential increases.