What are the responsibilities and job description for the Information Referral Specialist position at SENIOR RESOURCE ASSOCIATION INC?
Primary Function:
The Information Referral Specialist serves as the primary receptionist for Senior Resource Association (SRA), managing front desk operations, directing calls, greeting visitors, and providing essential information about SRA services. This position also assists with eligibility requirements and supports administrative tasks, including managing the Durable Medical Equipment (DME) program, handling daily deposits, and processing mail.
Principal Responsibilities:
- Serve as the first point of contact for visitors and callers, providing information on SRA services and eligibility criteria.
- Direct callers to the appropriate department or staff member.
- Greet and assist visitors, providing detailed information, documents, and instructions related to SRA services and programs.
- Maintain an organized and welcoming reception area.
- Assist clients in understanding eligibility for various programs and services, ensuring they are connected to the appropriate resources.
- Process and distribute incoming mail and ensure accurate record-keeping.
- Manage daily deposits, including logging and forwarding deposits as required.
- Oversee the Durable Medical Equipment (DME) program, ensuring equipment is properly tracked, maintained, and distributed to clients as needed.
- Handle confidential information with discretion and maintain confidentiality within the organization.
- Prepare reports, packets, and other necessary documents in a timely manner.
- Assist with audits and monitoring tasks as needed.
- Respond to requests for information from other departments, entities, or the public.
- Assist with correspondence, memos, letters, and data entry into applicable databases and software systems.
- Perform mail merges and other administrative tasks as required.
Knowledge, Abilities, Skills:
- Proficiency in standard office software, including databases, spreadsheets, and other systems used to achieve organizational goals.
- Knowledge of ServTracker is a plus.
- Basic math and computation skills.
- Strong command of business grammar, punctuation, and writing.
- Ability to multi-task, prioritize, and complete tasks accurately and on time.
- Ability to effectively use office equipment, including printer/scanner, phones.
- Excellent communication skills, both oral and written, with a focus on customer service and telephone etiquette.
- Ability to establish and maintain effective relationships within the organization.
- Ability to lift up to 20 pounds as needed for mail and document handling.
- Ability to sit for extended periods of time and use a computer for extended periods.
- Ability to stand and move around the office for various tasks, including greeting visitors and processing incoming mail.
Education / Experience:
- High School Diploma required.
- Minimum of 2 years of experience in an administrative role.
Other Requirements:
- Employment eligibility through DOEA
About the Organization
Senior Resource Association (SRA) is a 501 (c)(3) non-profit organization that provides services to support and advocate for independence and dignity of older adults throughout Indian River County. Our organization was established in 1974 to provide services and programs that promote an active, healthy, and independent lifestyle for older adults. We provide and manage the Meals on Wheels of Indian River County programs, Adult DayAway programs, In-Home Services, and Transportation for seniors and their families. With two locations in Vero Beach and Sebastian, SRA operates the only state-licensed Adult DayAway programs in the County. Our goal is to keep seniors healthy and in their own homes for as long as safely possible. Due to memory loss, brain injury, food-insecurity, and/or lack of socialization, all families have a special need for their loved one that leads them to Senior Resource Association. SRA is recognized as the lead agency in Indian River County for homebound and community-based services for seniors and adults aged 18 and older.
In addition, SRA is the county-designated public transportation provider. Our fixed-route buses provide service along 15 routes throughout Indian River County, and part of St. Lucie County. Our demand-response service picks up the elderly and disabled at their specified origination point and takes them where they need to go in the community.
Senior Resource Association is an Equal Opportunity Employer and is committed to providing a workplace that is non-discriminatory and affords equal treatment to all and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For more details, visit www.SeniorResourceAssociation.org.