Financial Literacy Coordinator (TRIO Program)

Position Summary

The TRIO Financial Literacy Coordinator is a grant-funded position that supports the financial wellness, retention, and academic success of first-generation, income-eligible, and underrepresented students participating in federally funded TRIO programs. This position provides individualized financial literacy coaching, financial aid guidance, scholarship support, and educational programming designed to help students make informed financial decisions, reduce barriers to persistence, and successfully navigate college and career pathways.

Responsibilities

• Assist and monitor participants in procuring maximum financial aid packages
• Assist participants resolve financial holds on their accounts
• Explain rules and assist in filing FASFA; organize FAFSA Frenzy workshops with supportive offices
• Offer individual and group financial literacy counseling
• Work to ensure that participants’ loan indebtedness is manageable
• Oversee the distribution of SSS grant aid with the SSS Director
• Absorb participants in procuring workstudy or other employment opportunities
• Absorb participants in finding and applying for relevant internal and external scholarships, helping them through the application processes
• Plan and coordinate workshops focused on various financial literacy topics and career awareness as it relates to financial considerations, securing speakers and presenters
• Plan and coordinate parent workshops and resources for Upward Bound parent workshops
• Develop and monitor forcredit courses offered to SSS students as described in the grant, ensuring participants progress towards goals
• Develop and teach a Financial Literacy elective course for Upward Bound Summer Excellence Institute program
• Collaborate with the Financial Aid office to create comprehensive financial plans for students
• Stay updated on federal and state financial aid regulations to provide accurate guidance
• Develop and distribute financial aid resources
• Assess the effectiveness of financial literacy programs and workshops through data analysis
• Tailor financial literacy programs to address the unique needs of first-generation, low-income, and underrepresented students
• Perform other job-related duties as assigned.

Qualifications

• Bachelor’s degree in education, psychology, social sciences, finance or related fields
• Experience in financial literacy and/or financial aid
• Must be motivated, have meticulous attention to detail, have interpersonal, organizational and communication skills
• The ability to work independently and as part of a dynamic team is necessary
• Excellent writing skills and proficiency with Microsoft Office
• Experience in overcoming barriers or working with individuals similar to those of the target population
• Experience working collaboratively with diverse groups including students, administrators and external service providers
• The ability and willingness to work irregular and flexible hours
• To contribute to a climate that supports a diverse student body, serves first-generation college students, multilingual learners, and contributions to equity and social justice through their work