Urgently Require Financial Coach in New York City, NY - Silver Spring, MD

Job title: Financial Coach
Company: HIAS
Job description: POSITION SUMMARY:

HIAS seeks a Financial Coach to join the Economic Integration team to provide remote financial coaching support to affiliates that are implementing HIAS' Integrated Service Delivery bundled services to advance resettled refugee families toward economic integration, financial well-being and financial goals.

The Financial Coach's primary responsibility is to provide holistic one-on-one financial coaching to refugee clients. The coach will successfully build and manage trusting relationships with current and past program clients. The role involves engaging and encouraging clients to gain an understanding of personal finances. The goal of this position is to help families become economically self-sufficient through coaching, not case management. The Financial Coach is responsible for some class instruction and educational workshops but is mostly involved in working with clients in one-on-one sessions.

Note, this is a full-time, temporary position that starts ASAP and ends on September 30, 2024, with possible extension depending on funding.

ESSENTIAL FUNCTIONS:

Develops action plans based on client's short and long-term goals and expands their financial capability through realistic spending, savings and debt management plans objectives.

Provides ongoing support to the client through phone calls, email and video conference sessions.

Builds strategic partnerships, nationally and locally, with financial institutions to offer clients meaningful financial products and services to assist in reaching goals.

Conducts classes and workshops and provides one-on-one counseling on financial education on topics such as improving or building credit, developing emergency savings and building assets.

Connects clients with any additional resources in the community.

Establishes and maintains trusting relationships with participants.

Maintains client confidentiality by following all security and communications standards when working with sensitive data or information.

Ensures data integrity by taking detailed notes and correctly entering all client data into the client database and periodically auditing for accuracy.

Contributes to the periodic written reports to the funder.

Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS:

Undergraduate degree required.

2-3 years of relevant experience as a trained financial coach.

Experience working with refugees, immigrants, other diverse cultures and/or low-income populations.

Thorough understanding of banking services and products, as well as credit reports and scores.

Previous work on donor-funded programs preferred; knowledge of or experience with U.S. Refugee Admissions Program preferred.

Experience working with interpreters preferred.

Experience with data analysis, research and monitoring preferred.

Excellent oral and written communication skills.

Good proficiency in Microsoft Word, Excel, Teams and PowerPoint.

Highly organized and detail-oriented, with the ability to meet strict deadlines.

Strong troubleshooting, communication and analytical skills.

Ability to work independently as well as in a team environment to meet project deadlines.

Strong organizational skills, including multi-tasking, prioritizing, planning and effective time management.

Travel, to include travel to insecure operating environments, may be required.

HIRING PROCESS:

We are committed to a fair and respectful hiring process, and we do our absolute best to respond to every applicant. We prioritize communication and transparency with all candidates, even those who are not moving forward. Here's a snapshot of our hiring process:

Step 1: Submit your application

Step 2: Phone screen with a HIAS recruiter.

Step 3: Video interview with the hiring manager.

Step 4: Video interview with a panel of HIAS employees.

Step 5: Online reference check with SkillSurvey.

Step 6: Offer and background check with Shield Screening or ESR.

Step 7: Start your professional journey with HIAS

Note: Some of our hiring processes may vary, and not all candidates will advance to each step.

ABOUT US:

Over one hundred years ago, the Jewish community founded HIAS (originally the Hebrew Immigrant Aid Society) in New York City, the immigrant gateway to America. Supporting Jews fleeing persecution and poverty in Eastern Europe, our founders were guided by the traditions, texts and history of the Jewish people-a history of oppression, displacement and diaspora. HIAS has since helped generations of Jews facing violence because of who they were, and HIAS remains committed to helping Jewish refugees anywhere in the world. Today, our clients at HIAS come from diverse faiths, ethnicities and backgrounds, as do our staff. We bring our experience, history and values to our work across five continents, ensuring that refugees today receive the vital services and opportunities they need to thrive.

HIAS is a learning community, committed to diversity and inclusion. We do our work with integrity, accountability, transparency and a commitment to the highest ethical standards. We seek employees from diverse backgrounds and life experiences to join our teams located in the United States and across the globe. People who identify as BIPOC, people with disabilities, people from the LGBTQ+ community and people with lived experiences of forced displacement or immigration are all encouraged to apply. We are committed to building a diverse workforce that reflects our vision, mission and values.

VISION:

HIAS stands for a world in which refugees find welcome, safety and opportunity.

MISSION:

Drawing on our Jewish values and history, HIAS provides vital services to refugees and asylum seekers around the world and advocates for their fundamental rights so they can rebuild their lives.

VALUES:

Welcome ? Acogimiento ? Hospitalit? ? Hachnasat Orchim

We Welcome the Stranger

Justice ? Justicia ? Justice ? Tzedek

We Pursue Justice

Empathy ? Empat?a ? Empathie ? Chesed

We Approach our Clients with Empathy

Partnership ? Compa?erismo ? Coop?ration ? Chevruta

We Believe in Changing the World through Partnership

Courage ? Coraje ? Courage ? Ometz

We Act with Courage to Build a Better World

Resilience ? Resiliencia ? R?silience ? Ruach

We Adapt and Thrive, Continuously Demonstrating our Resilience

DIVERSITY:

HIAS is committed to a diverse and inclusive workplace. As an equal opportunity employer, all qualified applicants will be considered for employment without regard to race, color, national origin, ethnic background, ancestry, citizenship status, religious creed, age, sex, gender, sexual orientation, physical disability, mental disability, medical condition, genetic information, marital status, registered domestic partner or civil union status, familial status, pregnancy, childbirth, military status, protected veteran status, political orientation or other legally protected status.

SAFEGUARDING:

HIAS is committed to the protection of children, vulnerable adults and any other person from any harm caused directly or indirectly due to their coming into contact with HIAS. We will not tolerate sexual exploitation, abuse or any form of child abuse or neglect by our staff or associated personnel. Any candidate offered a job with HIAS will be expected to sign and adhere to HIAS' Code of Conduct and Safeguarding policies. All offers of employment will be subject to satisfactory references and appropriate screening checks, which can include criminal records. HIAS also participates in the . In line with this Scheme, we will request information from job applicants' previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. Likewise, HIAS will share this information when other organizations inquire about current and former HIAS staff as part of their recruitment process. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
Expected salary:
Location: New York City, NY - Silver Spring, MD

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