Financial Education Coordinator

Community Teamwork; Lowell (MA); On-site; USD 36,000 - 39,000; Full time

Benefits offered by this job

4 Weeks PTO

Medical/Dental/Vision Insurance

401(k) with employer contribution

Tuition Reimbursement

Career Development Opportunities

Job summary

Community Teamwork in Lowell, MA is seeking a Financial Literacy Coordinator to deliver financial coaching and run the Financial Literacy Academy, workshops, and VITA support. The role partners with CTI programs to promote budgeting, saving, and access to resources, with occasional off-site work at CTI shelters.

Candidates should have at least a high school diploma, experience with low-income clients, strong communication skills, and willingness to travel and obtain IRS credentials.

Qualifications

• Experience coaching or supporting low income individuals.
• Ability to obtain IRS Tax Preparer certification.
• Strong budgeting and math skills.
• Knowledge of community resources for low-income households.

Responsibilities

• Provide financial coaching and case management; schedule sessions with clients.
• Assist with enrollment into internal and external resources and document outcomes.
• Manage Financial Literacy Academy; coordinate events and recruit instructors.
• Deliver outreach and workshops on banking, saving, budgeting, and money management.
• Travel to CTI shelters and local sites as needed; support VITA program with volunteers.

Skills

Public speaking

Outreach

Marketing skills

Customer service

Interpersonal skills

Problem solving

Bilingual skills

Education

High School degree or equivalent

Associate's degree (preferred)

Tools

MS Word

Excel

Salesforce

Job description

Financial Literacy Coordinator

Pay Range: $ 26.00 - $28.00

Company Overview

Community Teamwork is a private non-profit organization located in Lowell MA. We employee over 600 employees and are a catalyst for social change. We leverage our programs, our partnerships, and our collective voice to foster equity, compassion, and community engagement by creating housing, education, and economic opportunities.

Position Summary:

The Financial Education Coordinator is responsible for delivering financial coaching and coordinating and implementing CTI's financial education programming, including the Financial Literacy Academy, one-on-one financial coaching, workshops, and conferences. The role also assists in the delivery of CTI's Volunteer Income Tax Assistance (VITA) program.

Essential Functions and Responsibilities:

1. Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address specific issues regarding financial/credit management; refer clients to appropriate resources at CTI and in the community; perform intake and data collection on clients in care to ensure outcome measurement for reporting to funding sources.
2. Assist household with stabilizing income by providing assistance with accessing internal and external community resources and assisting with enrollment into those resources.
3. Manage CTI's Financial Literacy Academy; includes coordinating and facilitating events, recruiting volunteer instructors, leading workshops, and securing space.
4. Facilitate outreach and workshop presentations. Collaborate with program staff and other departments to provide programming that increases knowledge of banking, saving, budgeting and overall personal money management. Teach various financial workshops and/or trainings.
5. Occasionally travel to and perform work off-site at CTI shelters and other local sites.
6. Assist in the facilitation of the agency's Volunteer Income Tax Assistance Program; including recruitment, training and supporting the volunteers; provide outreach to clients review and submit all returns;
7. Assist in the development of social media content for posting
8. Facilitate outreach and workshop presentations
9. Build relationships with internal programs, develop external partnerships to promote Financial Education Center programming
10. Maintain accurate records for weekly, monthly, and quarterly reporting requirements.
11. Uphold the values of CTI - Equity, Integrity, Compassion.

The duties listed above are representative of the work performed. Other related duties may be assigned.

Qualifications:

1. High School degree or equivalent
2. Minimum 1-year experience working with low income and culturally diverse individuals required
3. Ability to become certified as an IRS Tax Preparer
4. Demonstrated ability to conduct effective participant interviews, develop participant goals and case management plans and to document plans and participant outcomes.
5. Solid math and money management skills and ability to work with clients to develop budgets. Basic understanding of personal finance issues and current marketplace for financial products and an interest in economic community development.
6. Demonstrated knowledge of community resources available to low-income households.
7. Public speaking, outreach, and marketing skills.
8. Working knowledge of MSWord, Excel and data management programs, such as Salesforce.
9. Excellent customer service, interpersonal, oral and written communication skills.
10. Ability to maintain accurate records and maintain confidentiality of information.
11. Strong ability to problem-solve.
12. Ability to become certified in Financial Coaching, and Credit Repair within 12 months of hire.
13. The ability to work flexible hours including some evenings, an occasional Saturday, and to travel to local community sites in the area.

Preferred Qualifications:

1. Associate's degree in related fields such as Counseling, Business Administration, Social Work, Human Services.
2. Bilingual skills (English/Spanish, English/Khmer English/Portuguese)
3. Previous experience in financial coaching

Compensation and Benefits:

At Community Teamwork, our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. We offer:

• 4 Weeks of Paid Time Off - Paid Sick Leave - 12 paid holidays.
• Medical, Dental, and Vision Insurance - Company Paid Life Insurance - Critical Illness Insurance-Pet Insurance
• Tuition Reimbursement - Career Advancement and Professional Development Opportunities
• 5% employer contribution to your 401K retirement account after 6 months of employment
• Great co-workers and a great mission with an outstanding Community Action offering a chance to help make a real difference in the lives of those we serve.

The base salary range represents the Agency's good-faith estimate of the compensation for this role at the time of posting. Actual compensation within the range will be based on factors such as experience, skills, and qualifications.

Equal Opportunity Employer - Vets/Disabled

This is an exciting opportunity to become an integral member of an innovative team in an organization committed to excellence.