Financial Education Specialist

The International Rescue Committee (IRC) is a humanitarian organization that responds to crises worldwide. The Financial Education Specialist will coordinate financial education programs, lead workshops, and provide individualized support to help low-income residents achieve economic self-sufficiency.

Responsibilities

• Screen, assess, and enroll interested participants for program eligibility and participation
• Through IRC’s Communities in Action program, conduct individual case management and provide necessary support services or internal referrals to employment, career development, transportation, micro-enterprise of external programs as appropriate
• 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 across multiple databases. Ensure vital steps are taken to acquire 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, volunteers, and program partners as part of the review, evaluation and program maintenance process
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results
• Support the implementation of financial literacy workshops ensuring that all training requirements are met for participants in budgeting, cash management, savings, and credit building in budgeting, banking and credit and administer pre- and post-assessments
• Increase participant knowledge of financial services and credit offerings
• Collaborate with other IRC departments to ensure effective integration of financial education and coaching
• Assist program participants with effectively accessing mainstream financial services, including opening bank accounts, establishing savings, and building credit
• Support debt navigation coaching sessions with an emphasis and the creation of a debt navigation plan, debt prioritization, debt supports, and debt consolidation
• Support IRC clients in accessing capital from IRC’s CDFI through the facilitation and submission of auto, education and training, work support, or credit building applications
• Accurately track participant attendance, data, follow-up services, and outcomes in ETO and Salesforce
• Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings
• Follow all programmatic, contractual, donor requirements and IRC standards of practice
• Participate and attend community of practice (COP) calls for financial coaches
• Participate in financial capability wide events and initiatives
• Other related duties as assigned

Skills

• 1+ years proven experience with client counseling, case management, or coaching required
• Previous multi-cultural experience and demonstrated ability to communicate well with people of multifaceted backgrounds required
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling 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 and provide one-one-one coaching in English and other relevant language(s) required
• Proficiency in English and an additional language relevant to current refugee or immigrant populations required
• Access to a reliable vehicle to travel throughout the service delivery area with a valid driver's license and current insurance required
• Undergraduate degree in a related field strongly preferred
• 1+ years' experience in the non-profit sector strongly preferred
• Prior experience working with refugee and low-income populations preferred
• Arabic, Dari/Pashto, Swahili or Haitian Creole preferred

Benefits

• 10 sick days
• 10 US holidays
• 20-25 paid time off days depending on role and tenure
• Medical insurance starting at $163 per month
• Dental starting at $6.50 per month
• Vision starting at $5 per month
• FSA for healthcare and commuter costs
• A 403b retirement savings plans with immediately vested matching
• Disability & life insurance
• An Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles

Company Overview

Company H1B Sponsorship