Financial Counselor

Responsibilities

• Financial counseling of New Yorkers with various income levels, helping them achieve financial stability and mobility.
• Maintain confidentiality of client information and provide administrative support by maintaining client records, inputting data in multiple databases, arranging for client appointments, generating status reports and notifying clients of meeting dates.
• Provide guidance and support to junior Financial Counselors to ensure competence, quality service and efficient data recording.
• Provide assistance as needed to the program director and or program manager to ensure efficiency and quality program delivery.
• In collaboration with the director and manager, lead outreach and general marketing to the community regarding OFE Financial Fitness and other BronxWorks programs and services.
• Flexible work hours, including some evenings and weekends will be required of this position. Duties will be required to be performed at various locations as determined by the organization.

Qualifications

• Bachelor’s degree
• Prior work experience with low-income communities
• Financial fitness counseling experience; preferred (you must be committed to taking a CUNY Personal Finance course, as mandated by NYC’s Office of Financial Empowerment)
• A self-starter, engaging personality, highly organized and skilled at documentation and data entry.
• Excellent attention to detail and ability to manage multiple priorities while meeting deadlines.
• Proficiency with web-based data bases and excel are a strong plus.
• Bi-lingual English and Spanish language (or other language) proficiency is preferred.
• Strong oral and written communication, time management, and organizational skills are necessary.
• Proficiency in Microsoft Office suite and other standard business technology is required.