Contact New Economics for Women by calling at: (213) 483-2060 or by visiting us at: 303 S. Loma Drive Los Angeles, CA 90017

Family Services & Homelessness Prevention

Contact NEW’s FamilySource Center at: (818) 887-3872 or visit us at one of our locations: CANOGA PARK 21400 Saticoy Street Canoga Park, CA 91304 VAN NUYS 6946 Van Nuys, Ste. 220 Van Nuys, CA 91405

Contact East Los Angeles BusinessSource Center at: (323) 568-1520 1780 East First Street Los Angeles, CA 90033 Contact NEW Women’s Business Center at: (818) 650-1168 or visit us at one of our locations: 21400 Saticoy Street Canoga Park, CA 91304 554 W. Lancaster Blvd. Lancaster, CA 93534 6946 Van Nuys, Ste. 220 Van Nuys, CA 91405

Financial Coach

At NEW, we spark economic mobility. Using our transformative approach we connect people, communities, and families to their own sense of power and resiliency. We implement a holistic approach in all we do by addressing families’ basic needs. From finding a stable and safe place to live to support more ambitious plans like purchasing a home or starting a business.

As an organization, we respect and honor all families, communities, and cultures. We encourage innovation and “thinking outside the box”, and we expect all employees to connect, create, and celebrate by being authentic, bold, engaged, and transformational.

Reports to:
Lead Financial Coach

Pay:
$45,000-$60,000 (100% FTE) $21.64-$28.85 per hour

Status:
Salary-Exempt

Employees to be supervised:
N/A

Work Hours:
8AM – 5PM, Monday – Friday. Some evenings and weekends required.

Position Summary

The Financial Coach serves as an expert in financial education and planning, conducting financial literacy workshops for adults and youth, providing one-on-one financial coaching to a caseload of qualifying clients, and providing free tax preparation and ITIN services, through the FamilySouce Program at NEW’s Economic Mobility Center. The Financial Coach also links individuals and families to financial empowerment activities (IDA, America Saves, Cash 4 College, etc…), and creates or cultivates relationships with local banks and other financial institutions. All New Economics for Women staff must understand the organization’s purpose, vision, and objectives, be knowledgeable of services and resources, and engage in the following activities: outreach, intake/assessments, referrals, and customer follow-up. As an ambassador for the organization, this person is also responsible for actively supporting the overall mission and vision of NEW.

Duties and Responsibilities

Financial Case Management

Apply a holistic, strength-based approach to working with individuals and families
Conduct comprehensive assessments, create goal-oriented service plans, and compose case notes that effectively communicate the status and progress of each participant
Promote active participation in the achievement of identified goals through authentic and encouraging professional relationship-building
Actively engage participants in meaningful, goal-oriented, and supportive coaching sessions
Effectively manage an active caseload
Conduct Financial Literacy Workshops
Develop family savings and asset-building plans
Work with clients to improve credit scores
Assist families with managing their Individual Development Accounts (IDA)
Introduce and encourage families to open College Savings Accounts (529) and Individual Retirement Accounts (IRA)
Establish and sustain working relationships with local financial institutions
Develop, coordinate, and facilitate activities and services that will assist customers in achieving their goals
Conduct outreach, and participate in community resource development

General Customer Support:

Help to create and maintain a welcoming, orderly, and neat environment
Greet and assist individuals with exceptional customer service
Assist with general customer applications and referrals
Ensure customer file contains complete and updated information to include, but not limited to, assessments, referrals, services, and case notes
Maintain a working knowledge of in-house and community resources
Other responsibilities as assigned.

Qualifications and Experience

Trustworthy, cannot impose/steer to specific financial institutions
Motivator, great public speaking, and interpersonal communication skills, ability to network, creditworthiness
Possess thorough knowledge of laws, regulations, and guidelines related to confidentiality
Excellent verbal and written communication skills
Excellent and effective public speaking and presentation skills
Ability to coordinate multiple assignments and prioritize
Ability to handle sensitive and confidential issues in a professional manner
Ability to manage crisis situations
Ability to work independently as well as in a collaborative
Residency in and /or familiarity with the target area and its cultural diversity
Excellent knowledge of word processing tools and spreadsheets (MS office word, excel, access, etc…)
Working knowledge of office equipment and computer hardware and peripheral devices
Detail-oriented.

Education

Bachelor’s Degree in Finance, Economics, or a related field
Minimum two (2) years of experience in financial services
Preferred: social experience and work in the nonprofit sector, experience VITA coordination or tax preparation, investing in community being served

Additional Requirements

Must have a valid California Driver’s License, Liability Insurance, and an automobile in good working condition
Fingerprinting and TB Clearance
CPR/First Aid Certification is a plus
Flexible with working hours, including evenings and weekends
Fluent in Spanish
Able to Facilitate in Spanish and English

New Economics for Women (NEW) is an equal opportunity employer.

For additional information you may contact NEW Human Resources:

303 Loma Drive, Los Angeles, CA 90017
(213) 483-2060 Ext-311 | [email protected]

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New Economics for Women is a California-based 501(c)3 nonprofit organization.

New Economics for Women has made reasonable efforts to provide an accurate translation. However, no computerized translation is perfect and is not intended to replace traditional translation methods. If questions arise concerning the accuracy of the information, please refer to the English edition of the website, which is the official version.