Financial Coach and Job Readiness Training Specialist
The financial coach and job readiness specialist is a key member of the economic empowerment team. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances and credit, and the ability to teach that knowledge to others. . . The financial coach and job readiness training specialist is responsible for assisting clients in developing plans of action that are intended to help them reach their goals and achieve financial stability. The specialist will also coordinate and provide some instruction for job readiness training sessions.
Position Details:
This is a limited-term, part-time position funded from approximately February 1, 2020 through November 30, 2020.
Responsibilities:
Responsibilities may include, but are not limited to:
Financial Coaching (approximately 50%)
- Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
- Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
- Administer consumer loan program and ensure all applications have been compiled and submitted in an accurate, timely manner.
- Record outcomes in ETO database and satisfy related reporting requirements in alignment with funder objectives. Capture client success stories.
- May provide financial coaching in small group sessions in addition to individual sessions.
- Job Readiness Training and Workshop Coordination (approximately 50%)
- Coordinate outreach and enrollment for weekly job readiness and advanced job readiness classes for IRC clients.
- In collaboration with colleagues, coordinate additional training or outreach opportunities and workshops. Assess current curriculum and modify as needed.
- Teach job readiness or other small group classes on a rotating basis with the economic empowerment team.
Qualifications
- A bachelor’s degree from a four-year accredited institution is strongly preferred.
- Experience with client counseling, employment services, case management or coaching preferred.
- Previous work experience with the IRC’s target refugee and immigrant populations is strongly preferred.
- Demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building. Previous work experience in teaching basic financial literacy is preferred.
- Demonstrated experience with the U.S. job search process and/or financial institutions, and the ability to effectively coach clients through the nuanced process of securing employment, family budgeting, and building credit.
- Computer literacy required, particularly in Microsoft Office applications (Word, Excel, Outlook).
- Demonstrated ability to track and report data/outcomes in a database.
- Strong communication skills, both written and oral.
- Ability to provide financial counseling/coaching services and job readiness training in a culturally sensitive manner.
- Fluency in English, written and spoken. Bilingual language skills in target population’s most frequently used languages is preferred.
- Valid driver’s license, active insurance policy and/or access to reliable transportation
Working Environment: Standard office work environment with occasional travel within the local community.