Financial Literacy Specialist - 2025781

World Relief•Kent, WA

About The Position

World Relief is seeking a Financial Literacy Specialist to support World Relief Western Washington's efforts to promote financial agency and self-sufficiency among refugees and immigrants. This position will support refugee and immigrant families in increasing financial literacy and knowledge. This position will provide support through both one-on-one financial counseling sessions and financial literacy workshops. This position will adapt and develop curriculum and financial literacy materials to address community barriers to financial self-sufficiency. This will include developing creative methods to increase participants’ understanding of responsible financial planning and practices for long-term success. A competitive candidate should possess or seek a holistic understanding of both the program and the World Relief Western Washington office structure in order to best organize and provide these services.

Requirements

Mature and personal Christian faith
Committed to the mission, vision, and values of World Relief
Desire to serve and empower the Church to impact vulnerable communities
Able to affirm and/or acknowledge World Reliefs Core Beliefs , Statement of Faith , Christian Identity and National Association of Evangelicals' For the Health of The Nation document
Valid drivers license, access to reliable vehicle and ability to pass MVR standards
Authorization to legally work in the US
Desire to serve refugees in support of the overall mission of World Relief
Exceptional organizational / time management skills and ability to handle multiple projects at one time
Self-motivated worker with the ability to work independently and demonstrate initiative and creativity
Excellent written and oral communication skills in English
Intermediate computer knowledge, including MS Office and the ability to learn new programs (previous experience with databases desired)
Dependable and consistent in attendance and performance
Flexibility and strong desire to learn and grow
Ability to work well as part of a team and with diverse groups of people

Nice To Haves

Bachelor’s degree preferred
Previous financial counseling and/or tax preparation certification preferred
Proficiency in a common immigrant language (such as Spanish, Portuguese, Dari, or Pashto) strongly preferred

Responsibilities

Assess the current financial situation of participants by creating and completing individualized budgets with program participants.
Provide information and referral services to assist participants in identifying and understanding financial, social, housing, and medical resources
Provide one-on-one financial counseling sessions to set goals, assess progress, and address ongoing barriers towards participants’ self-sufficiency and long-term financial objectives
Oversee and coordinate the Youth Financial Literacy Program with the Children and Families team
Maintain accurate records of financial counseling, information and referral services, budgets, workshops, attendance, and other documentation in databases
Create, prepare, and process programmatic paperwork
Research and develop new financial education curriculum and materials
Develop relationships with community partners to enhance cultural and resource navigation
Conduct financial literacy orientations on topics including taxes, credit, banking, and budgeting
Monitor and evaluate financial literacy programming
Complete necessary reporting requirements
Maintain firm boundaries and manage difficult conversations around money in a culturally competent way
Develop and coordinate new pilots and programs as team capacity allows, and in accordance with WRWW’s strategic plan
Coordinate with and train other staff members across teams in all WRWW locations in providing financial literacy and other related services
Coordinate and oversee tasks with volunteers and interns
Participate in bi-weekly CENT meetings
Other related tasks as assigned