Duties and Responsibilities:
- Assist Case Managers with in-person intake and eligibility screening by preparing and organizing intake forms and materials.
- Collect and review applicant documentation for accuracy and completeness.
- Enter data into case management systems and maintain confidential records in accordance with program guidelines.
- Respond to applicant questions and provide clear, respectful communication about the next steps in the process.
- Support the coordination of daily operations at field offices and recovery sites.
- Help schedule appointments and track applicant progress through the placement process.
- Collaborate with Case Managers, site leads, and local partners to ensure efficient service delivery.
- Identify and escalate concerns or issues to appropriate team members for resolution.
- Maintain professionalism and empathy while working in high-stress, fast-paced environments.
- Perform other job-related duties as assigned.
- Prior administrative, clerical, or support experience in human services, housing programs, or customer-facing roles is a preferred.
- Strong organizational and communication skills are required.
- Ability to handle sensitive information with confidentiality and professionalism.
- Must be comfortable working in a fast-paced and dynamic environment.
- Basic computer skills and the ability to learn data entry systems are required.
- Bilingual skills are a plus.
- Must be willing and able to work flexible hours, including weekends and evenings, during active deployments.
The Workforce Group a LEMOINE company is a Great Place to Work® Certified company. We are a team of dedicated professionals that
pull together to meet the needs of communities partnering with
federal, state, and local governments.
We are an equal opportunity/affirmative action
employer. All qualified applicants will receive consideration
without regard to race, color, sex, national origin, age,
protected veteran status, or disability status.
Skills Required
- High school diploma or equivalent
- Strong organizational and communication skills
- Ability to handle sensitive information confidentially and professionally
- Comfort working in a fast-paced, dynamic environment
- Basic computer skills and ability to learn data-entry systems
- Willingness and ability to work flexible hours, including weekends and evenings, during active deployments
- Prior administrative, clerical, human services, housing program, customer service, or customer-facing experience
- Bilingual skills
What We Do
World Financial Group (WFG) is a financial and insurance services company that operates through a network of independent agents. It helps individuals, families, and business owners—particularly in the middle market—develop financial strategies involving life insurance, retirement planning, and wealth-building. WFG represents highly rated financial-services and insurance providers and serves customers across the United States, Canada, and Puerto Rico throughout these markets.
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