PFS Advisor II
About The Position
WellPower provides you with the support you need to help you develop a career in helping others succeed. We innovate, adapt, and leverage the diverse perspectives of the people on our team and the people we serve in everything we do. WellPower envisions a community where every person’s mental health is fostered through strength, resilience and hope. We empower people to overcome barriers and achieve lasting well-being through collaborative behavioral health care and comprehensive support. Our Guiding Principles: Person Centered. We honor people’s identities, lived experience and journeys and treat every person with the dignity we all deserve. Exceptional Care. We offer compassionate, innovative services that meet people where they are, from immediate support to long-term recovery. Integrity. We operate from a deep foundation of ethical, accountable practices in all we do. Organizational Resilience. We meet the moment and adapt to changing contexts with collaborative creativity, agile business processes, and financial stewardship. Position Summary: Represent people we serve that have been court ordered or have chosen WellPower as the individual's Payee. Receive, record, and track income for people we serve. Make payments on behalf of and disburse funds to people we serve.
Requirements
- Bachelor Degree in psychology, social work, or other related human services degree required.
Nice To Haves
- Experience working in a community mental health center or within the mental health field preferred.
- Accounting, bookkeeping, budgeting or broad payeeship experience preferred.
Responsibilities
- Receive and record income on behalf of people we serve.
- Prepare budget with consumer by determining needs and goals.
- Prepare checks to pay expenses and provide consumer personal funds.
- Track all transactions on accounting software.
- Reconcile and monitor balances for compliance with WellPower, state and federal parameters.
- Prepare periodic reports for Social Security Administration and other regulatory agencies. Maintain communication with those agencies in the best interest of people we serve.
- Coordinate with WellPower clinical staff when necessary on behalf of people we serve.
- Educate, guide, and train other staff on the Client Trust Fund, and the role and responsibilities of Payeeships.
- Maintain a trauma informed environment of wellbeing.
- Assist PFS people we serve with reports required by the Social Security Administration.
- Provide one on one budgeting education to people we serve in the process of becoming their own payee.
- Facilitate and/or co-facilitate budgeting classes for groups of people we serve.
- Submit billing in Avatar for eligible services.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
