Financial Counselor Job at The Fedcap Group

The Fedcap Group New York, NY 10017

Position Summary:

Responsible for providing assistance to Jobs-Plus members in setting personal financial goals and developing strategies to achieve those goals, accessing safe and affordable financial services, building assets, navigating the often-complex territory of debt management and credit building, and addressing financial emergencies. Serves as a mentor, liaison, and troubleshooter based on the members’ career plans .

Essential Job Functions:

  • Observes all policies and procedures and attend all required training and certifications as scheduled.
  • Develops collaborative relationships with local financial institutions.
  • Coordinates with the Career Development Specialists to assist members in understanding and exploring available financial options available to increase financial security.
  • Understands and explains the benefits of NYCHA rent incentives and Earned Income Tax Credit to members.
  • Explains the importance of child support, conducts child support assessments, and makes referrals to HRA’s Office of Child Support Services, as necessary.
  • Utilizes the Single Stop USA, Inc. (SS) benefit screening platform to determine the benefits available and assists the member in obtaining desired benefits.
  • Coordinates with the Career Development Specialists regarding financial issues that adversely impact the member’s engagement and completion of career plan goals.
  • Provides services in a flexible manner according to members’ schedules to maintain engagement and completion of programs.
  • Coordinates with the Career Development Specialists to outreach to members who have difficulty with maintaining engagement in training programs.
  • Stresses urgency and ownership, guiding members through a learn-by-doing process during their program engagement.
  • Document’s activities, participation, progress, and completion of training programs in the case records and both HRA and FedcapCARES™ computer system.
  • Works with the Career Development Specialists and Community Coaches to provide outreach to members who fail to report to an appointment to identify and help address any underlying issues to encourage members to re-engage.
  • Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities.

Education and Experience :

  • Bachelor’s degree in public administration or a related field, such as psychology, education, social work, vocational rehabilitation, or occupational rehabilitation from an accredited institution.
  • Minimum of two (2) years of successful work experience in finance, financial education, financial planning, social work, coaching/mentoring, teaching, or other related fields, and capacity (including language skills) to serve the program’s population.
  • Familiarity with social and human services organizations is a plus.
  • Ability to work with people from diverse backgrounds and be sensitive to maintaining confidentiality.
  • Highly organized and detail-oriented.
  • Proficient in Microsoft Office.
  • Experience working with public assistance recipients, formerly incarcerated individuals, and those affected by the challenges associated with poverty .

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

WORK ENVIRONMENT: The work environment characteristics described here represent those employee encounters while performing the essential functions of this job.

Equal Opportunity Employer

#FEDCAPINC


Mission: Fedcap, Inc. makes high outcome, life-changing, sustainable differences for individuals and families to improve their economic well-being through work.

Fedcap, Inc. offers a wide array of programs and services to help individuals achieve success in education and employment and become self-sufficient adults. Our specific focus areas include case management, work readiness, vocational and employer based training, job placement and post placement supports.

Fedcap, Inc. provides a broad range of services to thousands of individuals across a growing footprint, helping them achieve economic and social well-being. Our team of talented, caring staff are passionate about our work. They are committed to ensuring that every individual served can experience the dignity that comes from a job.

Fedcap, Inc. launched as part of The Fedcap Group in 2018.

Website: https://fedcapinc.org/



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