Personal Financial Administrator - FM HUB

E4C; Edmonton; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Vacation + Sick Days

Benefits Package

EFAP (Employee Family Assistance)

Job summary

e4c in Edmonton is seeking a Personal Financial Administrator to provide financial literacy coaching and manage the personal finances for a caseload of 60-80 clients, including those in elder care facilities or supportive housing.

You will assist clients by receiving income, paying monthly expenses, and helping set goals. You will collaborate with social workers, care home staff, and community partners while maintaining accurate records and ensuring client confidentiality.

Qualifications

• Experience with vulnerable populations preferred.
• Coaching or life skills support experience is desired.
• Strong communication and record-keeping abilities.

Responsibilities

• Manage personal finances for a caseload of clients.
• Provide financial literacy coaching and budgeting guidance.
• Meet clients in community or office; maintain documentation.
• Collaborate with care teams and community partners.

Skills

Interpersonal skills

Communication skills

Cultural competency

Data entry

Basic accounting

Microsoft Office

Education

Post-secondary education in finance, accounting, social work, community service or related field

Tools

Microsoft Office

Job description

1 Attachments

About e4c

e4c journeys with people as they shape the lives they envision, building resources, relationships, and belonging in the communities they call home. Guided by our vision of a community where every person has the opportunity to live with dignity, belonging, and purpose, we deliver person-led, collaborative, and evidence-informed services that strengthen individuals, families, and communities. Rooted in our core values of courage, compassion, connection, and commitment, we are dedicated to creating lasting opportunities and meaningful community impact.

Position Summary

Are you passionate about financial literacy?

Do you enjoy helping people build budgets and pay bills?

Join us at e4c as a Personal Financial Administrator. The Personal Financial Administrator provides financial literacy coaching and administers the personal finances for vulnerable adults in Edmonton. This role supports individuals including those with substance use disorders, or residing in elder care facilities or supportive housing, who are unable to manage their own finances due to cognitive or physical challenges.

Schedule

• Monday to Friday; 8:00AM – 4:30PM

Key Responsibilities

• Manage the personal finances of a caseload of 60-80 clients.
• Receive income, and pay monthly expenses, including accommodation, care charges, food, medical needs, and personal items.
• Provide financial literacy and coaching to help clients set goals, navigate financial crises, and access unclaimed benefits.
• Meet with clients in community or in office regularly to conduct intakes and financial coaching.
• Build trusting relationships with clients to understand their unique needs and goals.
• Complete and maintain accurate records of all transactions and documentation.
• Collaborate with social workers, care home staff, and community partners.

Qualifications

Education

• Post-secondary education in finance, accounting, social work, community service or a related field

Certification

• Valid Class 5 Driver’s License and vehicle
• Proof of vehicle insurance (min. $2 million liability), registration and 3-year drivers abstract.

Experience

• 2+ years of experience working with vulnerable populations, in a coaching or life skills support role.
• Strong interpersonal, communication, and cultural competency skills.
• Strong skills in data entry, basic accounting, and Microsoft Office apps

Compensation and Benefits

• 3 weeks vacation + 10 paid sick days
• Robust Benefits Package
• Employee Family Assistance Program (EFAP)
• Health Spending Account (HSA)
• RRSP Matching
• Professional Development Opportunities

At e4c diversity is our strength. We embrace diversity and offer equal opportunities to all qualified applicants. We welcome your application regardless of origin, culture, ethnicity, age, ability, gender identity, sexual orientation or faith.

Prior to successful employment with e4c, applicants are required to submit a Police Information Check with Vulnerable Sector Check and Intervention Record Check.