Financial Capabilities Coordinator

Job Overview: The IRC seeks a Financial Capabilities Coordinator to support its Economic Empowerment program for refugees and other immigrants. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. This position is responsible for assisting clients in developing plans that help them reach their goals and achieve financial stability. It is expected to focus services in a one-on-one counseling format, while also conducting classes and workshops on topics such as budgeting, credit building, banking, and financial products.

Responsibilities: Include, but are not limited to:

Client Services:

• Assist clients in assessing and resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management
• Ensure that changes (new job, new benefit, and change in credit score) are properly documented in relevant systems.
• Assist client with applications for and follow up on interest-based credit-building and consumer loans through the Center for Economic Opportunity (CEO).
• Capture client success stories
• Develop workshop materials or tailor existing materials to meet the needs of the community. Workshop topics may include the following: budgeting, savings, banking products, credit building, and identity theft.

Program Oversight:

• Ensure compliance with all policies, procedures, and protocols of the agency.
• Ensure quality assurance by conducting periodic case file and electronic data reviews.
• Coordinate cases and effectively communicate between team members and departments.
• Assist with high-quality program reports for IRC headquarters and funders and ensure programs fulfill funder and agency requirements.
• Conduct outreach for community-based financial education and financial capability events.
• Represent the department in the local community; develop and maintain strategic partnerships with community organizations.
• Participate in all program meetings and staff development activities.
• Other duties as assigned.

Job Requirements:

• 2+ years of related professional experience in financial capabilities
• Experience in a non-profit setting and/or financial coaching services a plus
• Experience managing staff and/or volunteers
• Experience working in a diverse, and non-traditional setting with diverse staff and client base
• Knowledge of financial services and/or public benefits systems preferred.
• Self-starter with excellent problem-solving skills combined with the proven ability to multi-task, prioritize duties, and manage time effectively.
• Excellent verbal and written communication skills and an overall ability to be clear and concise in all communications
• Exceptional organizational skills with proven attention to detail.
• Demonstrated ability to work effectively as a team member in a multi-cultural environment.
• Proficient in Microsoft Office applications (Word, Excel, Outlook)
• Fluent in English, both spoken and written; bilingual ability preferred. Preferably in Spanish, French, Arabic, Dari, Farsi and/or Pashto.
• Demonstrated ability to work effectively with stakeholders at all levels.
• Valid driver’s license and access to a personal, insured vehicle.
• In accordance with Arizona State Law, must possess or be eligible to receive a fingerprint clearance card.

Working Environment:

• A combination of standard office environment, remote work, and ‘field’ time within the service delivery area to perform the outlined responsibilities.
• May require occasional weekend and/or evening work.

Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Gender Equality: IRC is committed to narrowing the gender gap in leadership positions. We offer benefits that provide an enabling environment for women to participate in our workforce including parental leave, gender-sensitive security protocols and other supportive benefits and allowances.

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.