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Jobs · Education · Washington

Financial Literacy Specialist - 2025781

World Relief · Kent, WA · 2 wk ago
On-siteEducationFull-time

About the Role

World Relief is seeking a Financial Literacy Specialist to support World Relief Western Washington's efforts to promote financial agency and self-sufficiency among refugees and immigrants. This position will support refugee and immigrant families in increasing financial literacy and knowledge through one-on-one financial counseling sessions and financial literacy workshops. The role involves adapting and developing curriculum and financial literacy materials to address community barriers to financial self-sufficiency, including creative methods to enhance understanding of responsible financial planning and practices for long-term success.

A competitive candidate should possess or seek a holistic understanding of both the program and the World Relief Western Washington office structure to best organize and provide these services.

Responsibilities

  • Assess the current financial situation of participants by creating and completing individualized budgets with program participants.
  • Provide information and referral services to assist participants in identifying and understanding financial, social, housing, and medical resources.
  • Provide one-on-one financial counseling sessions to set goals, assess progress, and address ongoing barriers towards participants’ self-sufficiency and long-term financial objectives.
  • Oversee and coordinate the Youth Financial Literacy Program with the Children and Families team.
  • Maintain accurate records of financial counseling, information and referral services, budgets, workshops, attendance, and other documentation in databases.
  • Create, prepare, and process programmatic paperwork.
  • Research and develop new financial education curriculum and materials.
  • Develop relationships with community partners to enhance cultural and resource navigation.
  • Conduct financial literacy orientations on topics including taxes, credit, banking, and budgeting.
  • Monitor and evaluate financial literacy programming.
  • Complete necessary reporting requirements.
  • Maintain firm boundaries and manage difficult conversations around money in a culturally competent way.
  • Develop and coordinate new pilots and programs as team capacity allows, and in accordance with WRWW’s strategic plan.
  • Coordinate with and train other staff members across teams in all WRWW locations in providing financial literacy and other related services.
  • Coordinate and oversee tasks with volunteers and interns.
  • Participate in bi-weekly CENT meetings.
  • Other related tasks as assigned.

Requirements

  • Mature and personal Christian faith.
  • Committed to the mission, vision, and values of World Relief.
  • Desire to serve and empower the Church to impact vulnerable communities.
  • Able to affirm and/or acknowledge World Relief’s Core Beliefs, Statement of Faith, Christian Identity, and National Association of Evangelicals' For the Health of The Nation document.
  • Valid driver’s license, access to reliable vehicle, and ability to pass MVR standards.
  • Authorization to legally work in the U.S.
  • Desire to serve refugees in support of the overall mission of World Relief.
  • Exceptional organizational and time management skills, with the ability to handle multiple projects at once.
  • Self-motivated worker with the ability to work independently and demonstrate initiative and creativity.

Preferred Qualifications

  • Excellent written and oral communication skills in English.
  • Intermediate computer knowledge, including MS Office, and the ability to learn new programs (previous experience with databases desired).
  • Dependable and consistent in attendance and performance.
  • Flexibility and strong desire to learn and grow.
  • Ability to work well as part of a team and with diverse groups of people.
  • Bachelor’s degree preferred.
  • Previous financial counseling and/or tax preparation certification preferred.
  • Proficiency in a common immigrant language (such as Spanish, Portuguese, Dari, or Pashto) strongly preferred.

Benefits

World Relief offers a competitive benefits package and employee discount program for full-time, regular employees. World Relief is honored to be recognized with the Gold-level Cigna Healthy Workforce Designation for exceeding the core components of our well-being program, including leadership and culture, program foundations and execution, and whole-person health.

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