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Financial Education Coordinator

2 months ago

Richmond, United States Brighter Beginnings Full time $30 - $32
Job DescriptionJob Description

Title: Financial Education Coordinator / Financial Coach
Status: Non-Exempt / Hourly / Temporary Role / Part-time (3 days per week) / In-person
Location: Richmond Office 
Pay: $30-$32 per hour

POSITION SUMMARY
Coordinates and delivers Financial Education and coaching services to SparkPoint Contra Costa participants in our Richmond location. Coordinates other Brighter Beginnings deliverables for Financial Education activities. Seeks to integrate and promote other asset-building services to amplify the tracking and success of the Family Economic Empowerment initiative at Brighter Beginnings. Participates in community development collaboratives, research and development of new programming, and assists in rollout of new initiatives.

QUALIFICATIONS:
Required:
1. AA in a related field and 2 years’ experience in areas of either financial education, credit counseling, community development, employment counseling, business administration, volunteer management and/or project administration; or equivalent combination of education and experience.
2. Advanced level of written and oral communication skills.
3. Must be accurate and detail-oriented, with strong organizational and time management skills, with the ability to prioritize competing duties in a complex and fast-paced environment.
4. Superior customer service skills.
5. Ability to work independently and collaboratively.
6. Ability to keep clients’s information confidential.
7. Clean CA Driver’s License and own vehicle required.
8. Ability to work flexible hours (occasional evenings and weekends) as required.
Preferred:
9. Bachelor’s degree (B.A.) from four-year college or university or equivalent in business, accounting, or related
field
10. Proficiency in G-suite enterprise, Microsoft Office, desktop publishing, and Internet research.
11. Excellent database management knowledge, report generation skills, and records maintenance skills.
12. Experience in planning and organizing events.
13. Bilingual in Spanish is preferred.

RESPONSIBILITIES:
Coordination of Financial Education Programs to SparkPoint clients
1. Plans, organizes and delivers financial education and related services to include:
a. SparkPoint Financial education and coaching services, credit and debt counseling
b. Financial education workshops (both staff and volunteer-led) and support groups, to strengthen families
in financial planning, nutrition, and other family strengthening opportunities
c. Financial coaching (training in United Way/Co-Active Coaching methods)
2. Prepares budget, interim and final reports as required.

Community Strengthening
3. Provides leadership in Brighter Beginnings for promoting the linkages between building financial strengths and assets and how that impacts long-term family/individual health and wellness, Family Economic Empowerment goals for improving financial literacy and Vocationalizing within BB and throughout the organization and in our Community efforts.
4. Collaborates with other partners and project staff to determine additional service needs and ways to improve
service linkage systems with existing resources.
5. Maintain (and/or Obtain) certification to become a Covered California Certified Enrollment Counselor (CEC).
6. Receive and handle inquiries by telephone, mail, and in person assistance for enrollment into the Covered
California program.
7. Pre-screens and assist applicants for the program eligibility determination and enrollment.
8. Other duties as assigned.

Brighter Beginnings is an Equal Opportunity Employer committed to diversity and inclusion. At Brighter Beginnings, employment decisions are made regardless of sex, gender identity or expression, sexual orientation, race, ethnic origin, color, creed, religion, national origin, citizenship, age, marital status, physical or mental disability, genetic information or ancestry, protected Veteran or military status, or other characteristics protected by law.

If you require alternative methods of application or screening, you must approach the employer directly.

All applicants that are offered a conditional offer of employment will need to complete a background check. For positions with client/patient contact, you must have a TB clearance and a physical assessment by a physician of your ability to complete job duties. Additional requirements are an immunization records (including MMR, Hep B, Varicella, TDAP, Covid-19). All positions require applicants to have a valid California driver’s license, be listed under car insurance as a driver, and a clean driving record (as defined by our insurance carrier).

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