Financial Education Specialist

Essential Functions & Responsibilities

• Aid in scheduling, material preparation, and logistical coordination for financial education events.
• Track participation, attendance, and outcomes for financial education programs.
• Maintain and update financial education curriculum, resources, and digital tools.
• Act as a liaison for schools, nonprofits, and community partners regarding event details.
• Coordinate communication with participants and partners before and after events.
• Support volunteer engagement by coordinating staff for presentations and activities.
• Track program data and prepare reports for internal and external stakeholders.
• Maintain records of community partnerships, presentations, and events.
• Assist with grant reporting or compliance documentation if applicable.
• Provide administrative support to the Financial Education Manager.
• Contribute to the development of new ideas to enhance community financial education outreach.
• Support other department projects and initiatives as needed.

Knowledge And Skills

• Experience: Program coordination, education, community outreach, or financial services experience is beneficial.
• Education: A two-year college degree, specialized certification or licensing, specialized training courses, or an apprenticeship program may be required.
• Interpersonal Skills: Strong interpersonal skills are essential for resolving conflicts, building relationships, and soliciting cooperation.
• Other Skills: Strong organizational and time management skills, attention to detail, excellent verbal and written communication, ability to build relationships with diverse partners, proficiency with Microsoft Office, and a passion for financial education are desired.

Physical Requirements

• Ability to lift up to 25 lbs. (e.g., transporting program materials).

Work Environment

• Local travel required.
• Reliable transportation is necessary.