Financial Literacy Coach & Community Outreach Lead

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

Benefits offered by this job

4 Weeks PTO

12 Paid Holidays

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Tuition Reimbursement

401(k) Employer Contribution

Career Development Opportunities

Job summary

The Financial Literacy Coordinator at Community Teamwork will deliver financial coaching and coordinate CTI's financial education programs, including the Financial Literacy Academy, workshops, and one-on-one coaching. The role also supports the VITA program and works with diverse clients to improve budgeting, saving, and debt management.

Travel to local sites, evenings and some Saturdays may be required, with opportunities to develop partnerships and contribute to reporting and outcomes for

Qualifications

• High School diploma or equivalent.
• Minimum 1-year experience with low-income and diverse individuals.
• Ability to become IRS Tax Preparer certified within 12 months.
• Strong interview, goal-setting and case-management abilities.
• Budgeting and money-management knowledge for clients.
• Knowledge of community resources for low-income households.
• Public speaking, outreach and marketing skills.
• Proficiency with MS Word, Excel and Salesforce.
• Excellent customer service and communication skills.
• Confidential record-keeping and reporting ability.
• Ability to work flexible hours and travel to sites.

Responsibilities

• Provide financial coaching and case management; schedule sessions and collect intake data.
• Assist households with income stabilization and resource enrollment.
• Manage Financial Literacy Academy; coordinate events and recruit instructors.
• Facilitate outreach and workshops; teach financial topics to diverse groups.
• Occasionally travel to CTI shelters and local sites.
• Support VITA program; recruit/train volunteers and assist with tax returns.
• Develop social media content for program promotion.
• Build partnerships to advance Financial Education Center initiatives.
• Maintain records for weekly, monthly, and quarterly reporting.
• Uphold CTI values: Equity, Integrity, Compassion.

Skills

Public speaking

Outreach

Marketing

Customer service

Interpersonal skills

Communication

Problem-solving

Travel readiness

Education

High School diploma

Associate's degree

IRS Tax Preparer certification

Tools

MS Word

Excel

Salesforce

Job description

The Financial Literacy Coordinator at Community Teamwork will deliver financial coaching and coordinate CTI's financial education programs, including the Financial Literacy Academy, workshops, and one-on-one coaching. The role also supports the VITA program and works with diverse clients to improve budgeting, saving, and debt management.

Travel to local sites, evenings and some Saturdays may be required, with opportunities to develop partnerships and contribute to reporting and outcomes for