WFS Administrative & Payee Support Specialist

Closes : 10 / 12 / 25 - Coeur d'Alene, ID - Full-time / Hourly

Wage : $19.00 p / h

Employment Benefits :

NOTE : Please apply early, as this job posting is subject to removal before the deadline if sufficient number of qualified applications are received. Thank you.

Summary :

This entry-level position provides support to Workforce & Family Services (WFS) programs. Tasks include first point of contact for homeless inquiries / appointments; appointment scheduling; & customer service for internal & external consumers. Provide administrative representative payee services, ensuring funds are distributed correctly & records are properly maintained. Must pass background.

Education & / or Experience :

High school diploma or general education degree (GED); or one to three months related experience & / or training; or equivalent combination of education & experience.

Essential Duties & Responsibilities include the following :

• Provide information regarding eligibility & program services for WFS programs to both phone & face-to-face inquiries.
• Operate office equipment & use computers for spreadsheets, word processing, database management, & other applications.
• Greet & direct visitors / participants & inquiry phone calls to appropriate staff. When applicable, provide information regarding eligibility of WFS programs & community resources via phone or walk-in inquiries.
• Review participant records in electronic case management database for completeness for monthly Quality Assurance per pre-determined procedure. Provide follow-up to ensure record integrity.
• Work with persons with disabilities & / or disadvantages & when instructed provide guidance & assistance.
• Attend & actively participate in offered trainings, including but not limited to de-escalation, diversion, & rapid resolution techniques.
• Provide services within scope of work, as directed by supervisors.
• Establish & maintain good working relationships with participants, referring agencies, & other program partners.
• Stay informed of all state & federal laws affecting the organization & the people it serves.
• Distribute funds in accordance with representative payee plan in order to accommodate the primary needs of housing, essential needs, & secondary personal needs, with remaining funds dispersed to the clients on a needs basis.
• Conduct intake interviews with new clients, completing necessary paperwork.
• Maintain a file on each payee containing representative payee information forms, agreement forms, expenditure forms, & other pertinent information.
• Maintain & tally check register for each client file, providing Accounting department with accurate records at the end of each month.
• Prepare & distribute checks to each client.
• Keep accurate records of all checks received & all checks issued to clients.
• Contact creditors (utility companies, medical services, l&lords, etc.) to set up payment plans for payees.
• Assist with the Social Security Administration reports, detailing how payees' funds were distributed over a specified period of time.
• Communicate with other agencies providing information when needed to assist the client to procure energy assistance & other available community assistance.
• Must not contribute to or create a real or perceived conflict of interest surrounding clients or client accounts.
• Adhere to HIPAA regulations, company policies, & procedures regarding the same.
• Work collaboratively with WFS to provide participant services.
• Follow all policies, procedures, & directives of Goodwill Industries of the Inl& Northwest assuring safety of personnel or property.
• Properly wear & maintain all required Personal Protective Equipment (PPE).
• Maintain agency confidentiality. Violation of confidentiality is cause for immediate dismissal.
• Comply with & promote good safety practices. Maintain an orderly work area. Comply with all health, safety, & fire standards & all local, state, & federal regulations (WISHA & OSHA).
• Other duties as assigned.

Job Posted by ApplicantPro