Intake & Client Relations Assistant

Intake & Client Relations Assistant

Rebuilding Together Greater Florida (RTGFL) is a mission-driven nonprofit dedicated to repairing homes, revitalizing communities, and rebuilding lives. In the Fort Myers and Southwest Florida region, we help homeowners access critical home repairs, accessibility modifications, disaster recovery assistance, and other services designed to help individuals and families remain safely and independently in their homes.

We are seeking a compassionate and highly organized Intake & Client Relations Assistant to help guide homeowners through our programs and ensure they receive the support they need. If you enjoy helping people, building relationships, and supporting meaningful community work, this role offers the opportunity to make a direct impact in the lives of local families.

Position Overview

The Intake & Client Relations Assistant supports the client intake process from initial contact through project completion, helping ensure that homeowners receive responsive, respectful, and well-coordinated service. You will often be the first point of contact for homeowners seeking assistance, guiding them through the application process, collecting documentation, coordinating site visits, and maintaining accurate program records.

This position:

Reports to the Program Manager

Works closely with the Intake & Client Relations Manager to maintain consistent intake processes across RTGFL districts

Key Responsibilities

• Serve as the first point of contact for clients before, during, and after services.
• Review applications, verify required documentation, and conduct phone assessments as needed.
• Clearly communicate program requirements, expectations, and next steps to clients.
• Ensure clients sign all required paperwork at project opening and closeout.

• Schedule site visits with project managers, home assessment coordinators, or handyman personnel.
• Coordinate with partner organizations, community groups, and neighborhood associations to facilitate accurate referrals.
• Support volunteer coordination and community event logistics as needed.

• Maintain complete and accurate client records in Salesforce and other RTGFL systems.
• Adhere to all grant, program, and contract requirements tied to client eligibility and documentation.
• Assist with identifying target populations for new grants and program outreach efforts.

• Answer office phones, return calls, and provide professional communication.
• Support daily office operations and assist the Program Manager with administrative tasks.
• Assist in tracking project progress, client statuses, and required follow-up items.
• Perform additional duties as assigned to support smooth district operations.

• Collaborate directly with the Intake & Client Relations Manager to ensure all intake practices are standardized across RTGFL districts.
• Participate in regular intake team check-ins, training, and process updates.
• Help maintain organization-wide consistency in client communication, documentation, and procedures.

Qualifications

• Familiarity with Fort Myers, Lee County, Charlotte County, or surrounding Southwest Florida communities preferred.
• Experience working with volunteers, contractors, or community-based programs helpful.
• General understanding of home repair or construction processes is a plus.
• Bachelor's degree or relevant work/life experience.
• Strong client-service mindset with excellent communication and interpersonal skills.
• High attention to detail, organization, and documentation accuracy.
• Proficient in Microsoft Office (Word, Excel), Salesforce, and web-based systems.
• Ability to work independently, manage time effectively, and meet deadlines.
• Comfortable engaging with diverse populations and communicating with small or large groups (or willing to learn).
• Flexibility to work some evenings and weekends based on outreach or event needs.
• Valid Drivers License and reliable transportation.

Benefits

• Paid time off and paid holidays
• 401(k) with employer match
• Health Reimbursement Arrangement (HRA)
• Mission-driven culture and meaningful work
• Opportunities for training, professional growth, and community engagement

Join our team and help make homes safer and communities stronger across Greater Florida.