Financial Wellness Coach & Programs Coordinator

Community Teamwork; Lowell (MA); Sur place; USD 36 000 - 39 000; Plein temps

Avantages offerts par ce poste

Paid time off

Health insurance

Dental insurance

Vision insurance

401K

Résumé du poste

Community Teamwork in Lowell, MA is seeking a Financial Literacy Coordinator to deliver financial coaching and coordinate CTI's financial education programs, including the Financial Literacy Academy, one-on-one coaching, workshops, and VITA support.

The role also helps deliver CTI's VITA program, develops partnerships, and ensures accurate reporting while traveling to local sites as needed. Strong communication, budgeting knowledge, and data management are essential.

Qualifications

• High School degree or equivalent
• Minimum 1-year experience working with low income and culturally diverse individuals
• Ability to become certified as an IRS Tax Preparer
• Demonstrated ability to conduct effective participant interviews, develop participant goals and case management plans and to document plans and participant outcomes
• Solid math and money management skills and ability to work with clients to develop budgets
• Demonstrated knowledge of community resources available to low-income households
• Public speaking, outreach, and marketing skills
• Working knowledge of MSWord, Excel and Salesforce
• Excellent customer service, interpersonal, oral and written communication skills
• Ability to maintain accurate records and maintain confidentiality of information
• Strong ability to problem-solve
• Ability to become certified in Financial Coaching, and Credit Repair within 12 months of hire
• Ability to work flexible hours including some evenings, an occasional Saturday, and travel to local community sites in the area

Responsabilités

• Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address financial/credit management and refer clients to resources
• Assist household with stabilizing income by assisting with accessing internal/external community resources and enrollment
• Manage Financial Literacy Academy; coordinating events, recruiting volunteer instructors, leading workshops, securing space
• Facilitate outreach and workshop presentations; teach banking, saving, budgeting and money management
• Occasionally travel to CTI shelters and local sites
• Assist in facilitation of VITA program; recruitment, training and supporting volunteers; outreach to clients, review and submit returns
• Assist in development of social media content for posting
• Facilitate outreach and workshop presentations
• Build relationships with internal programs and external partnerships to promote Financial Education Center programming
• Maintain accurate records for weekly, monthly, and quarterly reporting
• Uphold CTI values: Equity, Integrity, Compassion

Connaissances

Public speaking

Outreach

Marketing skills

Customer service

Interpersonal communication

Written communication

Bilingual English/Spanish

Bilingual English/Khmer

Bilingual English/Portuguese

Formation

Associate's degree in Counseling/Business Administration/Social Work/Human Services

Outils

MS Word

Excel

Salesforce

Description du poste

Community Teamwork in Lowell, MA is seeking a Financial Literacy Coordinator to deliver financial coaching and coordinate CTI's financial education programs, including the Financial Literacy Academy, one-on-one coaching, workshops, and VITA support.

The role also helps deliver CTI's VITA program, develops partnerships, and ensures accurate reporting while traveling to local sites as needed. Strong communication, budgeting knowledge, and data management are essential.