Financial Education Coordinator

The Financial Education Coordinator will support the IRC’s Financial Education Programs through the coordination of Communities in Action activities to clients, leading financial education trainings and workshops, conducting individual assessments, case management, and providing stabilization support services to help low-income East County residents to achieve and maintain economic self-sufficiency.

Major Responsibilities:

•Assist in the outreach and recruitment of Communities in Action eligible program participants;

•Screen, assess, and enroll interested participants for program eligibility and participation;

•Conduct individual case management and provide necessary stabilization support services or referrals to employment, career development, transportation, and micro-enterprise programs as appropriate;

•Support financial education training sessions and administer pre- and post-assessments. Assist program participants with effectively accessing mainstream financial services, including open bank accounts, establishing savings, and build credit;

•Ensure that information required for program eligibility and reporting purposes is collected and that accurate records are maintained, including case files and client data entry. Ensure necessary steps are taken to obtain relevant data in a timely fashion; follow-up with all clients at a minimum of every 90 days and record all contacts with case notes;

•Attend regularly scheduled meetings with other IRC staff and volunteers as part of the review, evaluation and program maintenance process;

•Assist in the planning and coordination of classroom activities and special events;

•Other duties as assigned.

Job Requirements:

•Undergraduate degree in a related field strongly preferred; or mix of equivalent years of related work experience and education;

•1+ years experience in the non-profit sector strongly preferred;

•Prior experience working with refugee and low-income populations preferred;

•High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling required;

•1-3 years proven experience with client counseling, case management, or coaching required;

•Previous multi-cultural experience and demonstrated ability to communicate well with people of varied backgrounds required;

•Ability to work independently, be a self-starter and maintain responsibility for multiple tasks;

•Excellent organizational skills;

•Strong written and verbal communication skills, including ability to make presentations;

•Fluency in an additional language relevant to current refugee or immigrant populations required (particularly Haitian Creole).

Working Environment:

•During pandemic: At home work with reliable internet. Non-pandemic: Standard, professional office environment;

•Regular travel to off-site locations is required;

•Offices hours are scheduled as Monday-Friday, 8:30am-5pm; some evening and weekend events required;

•Access to a reliable vehicle to travel regularly throughout the service delivery area.