Team Assistant

Description:

• Processing new referrals, including data entry of client information;
• Responding appropriately to incoming phone calls and inquiries as directed by triage decision making tree;
• Updating and maintaining current client information and records in CHRIS database, including client’s service bookings;
• Assembling and maintaining files of pertinent client information; verifying that all relevant documents have been completed and filed;
• Booking home visits and client conferences as needed;
• Processing letters, client applications and other client forms;
• Preparing client reports for Care Coordinators/Placement Coordinators as required;
• Generating reports and labels from CHRIS;
• Securing and/or shredding confidential documents as required;
• Transcribing, copying and distributing letters, memos and conference reports using word processing software and other equipment;
• Other duties as required.