Intake & Assessment Admin Assistant: Impactful Support

Momentum; San Jose (CA); On-site; USD 56,000 - 75,000; Full time

Benefits offered by this job

Defined contribution plan up to $15,-

Retirement plan with 4% match

PTO 25 days + 6 sick + 12 holidays

Job summary

Momentum is seeking an Intake and Assessment Administrative Assistant in San Jose, CA. The role covers client intake, referrals, eligibility verification for Medi‑Cal and other benefits, and data entry into EMR and databases.

Strong communication and organizational skills are required for a fast-paced, team‑oriented environment. Work schedule Mon‑Fri, 8:30am–5:00pm, with a competitive benefits package including retirement plan matching and generous paid time off.

Qualifications

• High School diploma or GED required.
• Experience delivering high level customer service.
• Proficient typing speed (40 wpm) and MS Office proficiency.

Responsibilities

• Manage all new client intake activities from referral through enrollment.
• Handle referrals from external funders and provide support to beneficiaries, funders, providers and staff.
• Interact with beneficiaries referred to Momentum for behavioral health services.
• Confirm beneficiary eligibility for Medi‑Cal and other benefits.
• Coordinate communications and maintain office equipment and records.

Skills

Customer service

Data entry

MS Office

Typing 40 wpm

Communication skills

Multi-tasking

Education

High School diploma or GED

Associate’s degree (related field)

Tools

MS Word

MS Excel

Outlook

EMR software

Job description

Momentum is seeking an Intake and Assessment Administrative Assistant in San Jose, CA. The role covers client intake, referrals, eligibility verification for Medi‑Cal and other benefits, and data entry into EMR and databases.

Strong communication and organizational skills are required for a fast-paced, team‑oriented environment. Work schedule Mon‑Fri, 8:30am–5:00pm, with a competitive benefits package including retirement plan matching and generous paid time off.