Financial Stability Specialist/ECCatholic Charities Archdiocese of Hartford
Job Summary
POSITION SUMMARY:
Catholic Charities’ (CC) Financial Stability and Entrepreneurship Program offers extremely low-income (up to the ALICE survival budget), previously unemployed and underemployed individuals with financial coaching and/or guidance and connections to income supports grounded in a participant-centered, to include assistance with entrepreneurial alignment/identification and enrollment with a two-generation approach.
The Financial Stability Specialist/Entrepreneurship Coordinator works closely with Family Center staff and administration, providing direct services and representing CC’s Financial Stability and Entrepreneurship program as appropriate in community and partnership meetings.
GENERAL DUTIES/ RESPONSIBILITIES:
Financial Stability:
- Recruit eligible participants in alignment with enrollment goals
- Perform holistic eligibility, enrollment & assessment process that considers each family’s needs in order to develop a family success plan.
- Based on the family’s goals set forth in their plan, works with families to intentionally braid together programs and activities in the three core areas: employment services, financial coaching and connections to income supports.
- Provide overall case coordination for families enrolled in the Financial Stability or Entrepreneurship program
- With families, seek solutions to life barriers including but not limited to housing, healthcare, childcare and transportation
- Working in partnership with families, identifies resources for support and develops strategies for overcoming obstacles to success
- Ensures all participants are screened for a range of eligible benefits and income supports
- Provides one on one financial coaching which engages participants for 3 to 6 months and/or recruits partners to provide this service
- Monitor individual and program results including tracking of demographic and outcome data
- Work collaboratively with community partners to assure families access to services
- Ensures all required documentation related to this position is completed in a thorough and timely manner
- Additional duties as assigned
Entrepreneurial Program
- Recruit eligible participants in alignment with enrollment goals
- Perform holistic eligibility, enrollment & assessment process that considers each family’s needs in order to develop a family success plan.
- Assist Entrepreneurial facilitator with business plan development
- Assist program participants with resume writing
- Aligning program participants with business opportunities
- Provide program participants with employment interview preparation as requested
PQI Functions:
- Ensure the consistent accurate collection of the data
- Identify patterns and trends for program
- Use results of data to inform supervisor of trends that may impact services
QUALIFICATIONS:
- Associate’s degree in social work, human services, career development or related field preferred and/or at least 3-5 years of professional experience or equivalent combination of education/experience.
- Additional training in personal finances and coaching is also strongly desired. Candidates without this training must be willing to obtain additional training in personal finances and coaching within 6 months of hire and engage in continuing education.
- Ability to successfully engage low income families and help families to identify realistic goals/expectations
- Proficiency working in one-on-one and group situations with families
- Attitude of optimism and ability to inspire confidence
- Strong written and verbal communication skills including report writing, developing training materials and communications with families as well as project partners
- Able to present in small groups and/or experience in-group facilitation.
- Proficient in Word, Excel and Outlook. Proven ability to embrace new technology and software.
