The Financial Development & Skills Trainer works to ensure each participant is receiving financial literacy training across all service areas. If warranted, adults may be enrolled in the Center for Working Families (CWF), Bridges to Career Opportunities (BCO) or the Community Solutions and Entrepreneurship Center (CSEC) based on eligibility requirements.

Specific responsibilities of the Financial DST include:

Financial Development

• Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management
• Conduct Financial Literacy Training
• Work with clients to complete a detailed financial assessment
• Work with clients to document budget and provide strategies for budget improvements
• Develop plans to action and provide tools, resources and accountability to the client to help them meet their financial goals
• Develop relationships with local financial institutions and community organizations
• Host monthly workshops to fit the Community Scholastics Model

Income Supports

• Provide one-to-one income supports counseling with program participants
• Assist with crisis needs including accessing internal and external resources to eliminate or minimize barriers
• Conduct a general benefits screening; discuss all benefits for which the client is eligible and assist clients through the application process, as needed
• Develop relationships with local government offices and community organizations

Data & Development

• Monitor client’s eligibility to ensure funder compliance
• Enter subsequent CFA, employment, education, entrepreneurship, and income supports reports
• Ensure enrollment and development screening tools are completed in accordance with the time frame of internal processes
• Accurately create and manage participant files; ensure data is correctly entered into the Efforts to Outcomes (ETO), a client management system within internal deadlines
• Perform follow-up assessments and subsequent data entry according to internal deadlines
• Attend professional development workshops and seminars to further develop expertise
• Attend local round-tables and other learning/networking opportunities in order to deepen knowledge of coaching/case management best practices and resources available for clients

Position Requirements

• Ability to work with diverse populations. Previous work experience with the target population, and/or the ability to provide services in a culturally sensitive manner
• Bachelor’s degree from a four-year accredited institution or 3-5 years of direct case management, coaching or training experience required
• Knowledge of the Center for Working Families bundled services model preferred
• Ability to work within an interdisciplinary team as a cooperative and successive team member
• Knowledge of education systems, community resources and the ability to build relationships
• Excellent written, verbal, communication and organizational skills
• Technologically savvy with solid working knowledge of Microsoft Office, databases and the internet. Efforts to Outcome (ETO) experience a plus.
• Must be available to work a flexible schedule beyond normal business hours
• Able to advocate for participants to access additional education and/or training opportunities
• A strong understanding of personal finances, particularly in the areas of budgeting, asset building and credit building
• Competent at following directions, filling out forms, and applications (both paper and online)
• Knowledge of educational assessment tools including administration, scoring and interpretation of results that will benefit participants preferred
• Ability to multi-task a variety of activities and remain focused on the best customer service

Job Type: Full-time

Pay: $42,000.00 - $45,000.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Indianapolis, IN 46218: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Are you familiar with completing detailed financial assessments?
• Are you familiar with one-to-one income supports counseling?
• Do you have a strong understanding of personal finances, particularly in the areas of budgeting, asset building and credit building?

Work Location: One location

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