Senior Coordinator, CFS (Administrative) - Hybrid

United Way Miami•Miami, FL

19h•Hybrid

About The Position

Help us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami! United Way Miami, Inc. is hiring a Client Services Navigator, MU, to join our team. As Client Services Navigator, MU, you will provide program administrative and coordination support to the United Way Center for Financial Stability UWM is an equal opportunity employer and a drug-free workplace. Please visit our Career site homepage to view our EEO statement and Drug-Free policy.

Requirements

Associate degree or equivalent experience.
One to three years’ work experience in an office environment.
Must have knowledge of modern technology and be able to adapt quickly to new software, browsers, and systems.
Must be detail-oriented and able to multitask in a fast-paced environment.
Strong customer service skills required.
Ability to function in a team environment.
Proficiency in written and spoken English nis ecessary; Spanish speaking ability is required.

Responsibilities

Acts as the first point of contact for the UWCFS and has the full responsibility of welcoming, greeting, and directing all customers, including clients, partners, and stakeholders visiting, emailing, or calling.
Develops and implements a system for triaging all inquiries to the UWCFS, developing expertise in the Financial Coaching process to best handle complex situations, be able to troubleshoot inquiries that may arise when Financial Coaches are not immediately available, and provides input for process improvement to adjust to the current needs of customers and demand of service requests.
Assist in developing and implementing onboarding timelines and training for all new CFS team members, including new staff and volunteers.
Create and execute processes around the UWCFS VITA site, particularly training and managing volunteers, in-person and virtual service schedules, managing online tax platforms, and maintaining day-to-day operations during peak tax season.
Provide administrative support and follow-up for the UWCFS that includes but is not limited to: setting up appointments; booking travel; composing/drafting letters; typing; data entry; filing; word-processing; proof reading; managing internal and external correspondence; mailings; report generation and queries; preparing expense reports, creating presentations for external and internal events, and developing outreach materials.
Manage relationships and communication systems with key program partners and priority client referrals, including Mission United, employer partners, and internal referrals.
Schedule and coordinate internal and external meetings and events, including coordinating with key organizations and community partners.
Recruit volunteers for the various committees and task forces.
Assist other staff with projects.
Provide telephone support for the program that includes but is not limited to: answering calls; recording and delivering accurate messages; referring complaints and requests for information to appropriate staff, and following up as needed.
Collect and track information; manage databases; prepare division reports.
Conduct research and special projects as needed.
Understand United Way and effectively interact with other areas internally to maximize and leverage opportunities
Due to the leadership role United Way is called upon to play in the community, particularly in times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization’s crisis plan and response efforts.