Financial Security Specialist

2 days ago

Boston, Massachusetts, United States Inquilinos Boricuas En Accion Full time

About IBA: Inquilinos Boricuas en Accion empowers and engages individuals and families to improve their lives through high-quality affordable housing, education, and arts programs.

Job Summary: The Financial Empowerment Coordinator is responsible for providing personalized financial coaching and guidance to clients, helping them achieve financial security through asset and credit building.

Responsibilities:

  • Deliver one-on-one financial coaching and guidance to clients, focusing on income growth, credit, debt, savings, and long-term asset building.
  • Collaborate with clients to establish goals and develop actionable steps to achieve those goals.
  • Provide referrals to connect clients with resources and services that aid in achieving financial goals.
  • Support the Program Director with grants, reporting, administrative tasks, and program participation.
  • Lead and promote rent tracking, asset-building curriculum, facilitate trainings, workshops, seminars, and events on financial empowerment.
  • Participate in financial empowerment program planning, implementation, curriculum design, and evaluation to assess outcomes and impact.
  • Deliver financial empowerment workshops, fostering relationships with community partners and IBA staff, and leveraging external resources to promote and support the program.

Data and Monitoring:

  • Identify trends, action plan, referrals, and follow-up.
  • Support data management to enable high-quality, accurate data collection, entry, and integration.
  • Maintain accurate and confidential client information and progress data, ensuring adherence to strict data security protocols and confidentiality standards.
  • Accurately and efficiently transcribe relevant program data into Salesforce.

Outreach/External Communication:

  • Conduct outreach, recruitment, information, and intake to potential students year-round.
  • Establish linkages with other local community organizations, agencies, and social service providers as well as create and maintain referral processes with service providers.
  • Responsible for meeting or exceeding established targets for program participation and outcomes.
  • Represent IBA at meetings as needed.

Other Duties:

  • Support the Director with grant, reporting, admin task, and participation for events for all IBA programs and administration.
  • Assist with the operation of IBA's Community Technology Center, opening/closing, schedule, providing/arranging coverage, maintenance, user information, security, privacy, data integrity, use of licenses, and compliance as needed.
  • Participate fully in the organization's annual events, Three Kings Day, Membership Drive, Board Election, Festival Betances, and other events related to the community.
  • Carry out ad hoc duties as needed.

Required Skills and Qualifications:

  • Bachelor's in Education, Social Science, Finance, or related field preferred.
  • Two or more years of direct experience providing instruction and coaching in community-based organizations, particularly in the area of financial coaching.
  • Demonstrated knowledge of personal finance concepts and coaching.
  • Knowledge and experience working with low-income, ethnically diverse communities required.
  • Bilingual fluency in English and Spanish is required.
  • Excellent computer, verbal, and written communication skills are required.
  • Experience working with educationally underserved learners is preferred.
  • Ability to translate executive-level organizational goals into specific program initiatives.
  • Must be extremely organized and demonstrate attention to detail.
  • Must demonstrate a positive and productive attitude.
  • Ability to work autonomously and in a team setting.
  • Experience working in an urban community with a diverse population.
  • Strong writing skills.
  • Public speaking and facilitation skills are preferred.
  • Customer Service oriented.

Estimated Salary Range: $69,000 per annum, based on location and industry standards.

Benefits: Health, dental, and vision insurance; Flexible Spending Account (FSA); a generous HRA plan provided by IBA for out-of-pocket medical expenses; 403b plan with annual employer contribution; generous amount of paid time off.

Work Culture: IBA values teamwork and collaboration, believes in developing leaders, and fosters a culture of excellence. Our commitment to inclusion, equity, empowerment, and community building is inherent in our mission, imbedded in our values, and demonstrated in the ways we work together to achieve mission impact and outcome goals.

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