Financial Literacy Specialist - 2025781

Role & 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.
• Cook up and coordinate with and train other staff members across teams in all WRWW locations in providing financial literacy and other related services.
• Cook up and 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

Job Requirements

• Mature and personal Christian faith
• Committed to the mission, vision, and values of World Relief
• Able to affirm and/or acknowledge World Reliefs Core Beliefs, Statement of Faith, Christian Identity and National Association of Evangelicals' For the Health of The Nation document
• Valid drivers license, access to reliable vehicle and ability to pass MVR standards
• Authorization to legally work in the US
• Desire to serve refugees in support of the overall mission of World Relief
• Exceptional organizational / time management skills and ability to handle multiple projects at one time
• 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