Lead PFS Advisor

WellPower - All Jobs•Denver, CO

6h•$31•Hybrid

About The Position

The Lead Personal Financial Services Advisor plays a key role within the Personal Financial Services (PFS) department by managing daily financial operations for PWS and supporting departmental process improvements. In addition to the responsibilities of a PFS Advisor, the Lead provides oversight of transactional processing, training for new hires, and serves as a primary contact for daily financial processing, compliance, and collaboration with financial institutions.

Requirements

Minimum High School Diploma or GED.
Minimum 1 year in the PFS Advisor position at WellPower, and knowledge of payeeships and Social Security Administration policies and procedures for organizational payees required.

Responsibilities

Receive and record income on behalf of PWS.
Work with PWS to prepare budgets tailored to individual needs and financial goals.
Disburse payments and personal funds on behalf of PWS.
Track and reconcile all financial transactions in accounting software.
Monitor balances and ensure compliance with WellPower, state, and federal requirements.
Prepare and submit reports for regulatory agencies such as the Social Security Administration.
Coordinate with WellPower clinical staff to support PWS financial needs.
Educate and support staff across departments on the Client Trust Fund and payeeship practices.
Oversee daily check runs for both emergency and routine disbursements.
Review and process Positive Pay exceptions with Chase Bank.
In absence of the PFS Project Manager, process direct deposits from Chase Bank to the accounting system.
Train new staff and support process improvement initiatives within the department.
Maintain a trauma informed environment of wellbeing.
Other duties as assigned