Family Wellness Operations Specialist

  • Position Summary

    The Family Wellness Operations Specialist is responsible for providing support to the department with fiscal procedures, ensuring all staff are compliant with funder requirements, and retaining program data regarding quality assurance requirements. This position is also responsible for staff file maintenance and audit preparation.  The Family Wellness Operations Specialist will regularly update staff compliance in funder databases and communicate personnel requirements with department leadership and staff.  This position reports to the Director of Family Services and will work closely with the Operations Coordinator and Divisional Manager.


    The Family Wellness Operations Specialist applies the principles of the organization’s signature service delivery approach, Primary Client Model (PCM™), by promoting a positive employee-focused experience that is appreciative of the unique strengths, values and needs that each employee brings to the workplace; and by using data to inform and drive decision making. Attention is given to compliance, quality assurance, and best practices as they relate to employee experience, records management, and data integrity and usability.


    The Family Wellness Operations Specialist is regularly front-facing with all of Congreso’s internal staff and external contacts of benefits brokers, vendors, and members of the community. This position has access to sensitive Congreso information and is expected to handle such information and consequential circumstances with integrity and professionalism.

    Essential Functions


    Supports the Director and department with related fiscal procedures including: 

    Compliance/ Administrative 


    • Supports with front desk operations by providing excellent, trauma informed customer service to staff, visitors, callers, program participants, and external partners, and funders.


    • Maintaining records of staffing compliance for onboarding and funder requirement for the department.

    Minimum Experience, Education, and Qualifications

    Minimum Education

    • 3 years’ work experience in fiscal procedures and/or quality assurance.
    • Knowledge of the Latino and urban community of Philadelphia.
    • Excellent oral and written communications skills; Bilingual (English/Spanish) preferred.
    • Computer proficiency in Microsoft Office Suite required (Word & Excel).


    Minimum Experience

    • Minimum Experience: High School diploma, or GED.


    • Completion of the Domestic Violence 45-hour training provided by an approved PCADV membership program. May be completed post hire.