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Financial Coach

El Nido Family Centers
Pacoima, CA Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 3/29/2025

Salary: $ 55,620 equivalent to $28.52 p/h based on 37.5 hrs per week.

SUMMARY:

Provides intake, assessment, case management and financial coaching services for individual clients and their families in the Pacoima region. This position requires an in person work daily.

ESSENTIAL DUTIES:

  • Provides intake and financial well-being assessment and comprehensive case management that need support in financial coaching.
  • Ensures clients receive services which include emergency food, emergency funds for housing related expenses, housing related legal assistance, and technology support for students.
  • Develops individualized plans to address client’s/families’ needs, including need for legal services, housing, financial coaching, employment educational, health, mental services, immigration and others services.
  • Collaborates with Intake/Data entry staff to ensure all documentation is complete and entered into the database.
  • Participates in community outreach activities and Special Events year-round, including food and fund distributions.
  • Participates in events and projects assigned by HCID/LA City.
  • Connects and links client/family to FSC programs and activities, other El Nido services, and community resources to assist with meeting goals of improving Family Income and Academic Achievement
  • Meets and maintains caseload productivity requirements to meet program contract objectives.
  • Oversees and cultivates relationships with specific internal and external partnerships and programming activities assigned by Supervisor.
  • Maintains frequent contact with clients through appointments at the FSC and telephone conversations to follow through with programs, services and provide ongoing support.
  • Completes required program documents and reports with accuracy and attention to detail.
  • Works with identified collaborative internal and external partners.
  • Engages and participates in regular staff meetings and trainings.
  • Initiates crisis intervention when crisis related incidents occur with clients or families at FSC.
  • Assiss Supervisor with special projects and events.

Education/ Experience/ Skills

  • Bachelor’s degree in finance, accounting or related field or be certified as a financial coach or a high school diploma with a minimum of four years demonstrated experience providing financial capability programs.
  • Must be able to work with diverse populations.
  • 1-2 years in relevant case management, youth or social service experience preferred.
  • Proficient knowledge of word processing tools and spreadsheets (MS Office Word, Excel, PowerPoint, etc.
  • Ability to work some evenings and Saturdays (a minimum of 1 time per month).
  • Possession of a car, valid driver's license, satisfactory driving record and proof of insurance.
  • Bilingual/Spanish required

Job Type: Full-time

Pay: $55,620.00 per year

Benefits:

  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program

Education:

  • Bachelor's (Required)

Experience:

  • Case management: 2 years (Required)
  • working with finance program: 2 years (Required)

Language:

  • English/Spanish required (Required)

Work Location: In person

Salary : $55,620

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