Financial Capabilities Intern
Provide financial coaching and manage resources for clients.
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Overview
Provide financial coaching and manage resources for clients.
You have:
- Prior experience in personal financial management, preferably in a counseling or coaching role.
- Fluency in Spanish, Arabic, Swahili, Dari, or Pashto is preferred.
- Availability for a minimum of fifteen hours a week is required.
RESPONSIBILITIES:
- Provide one-on-one financial coaching and counseling for clients. - Conduct financial management intakes and surveys for all clients. - Track client meetings and progress in a spreadsheet and through case noting on ETO software. - Facilitate monthly financial literacy/education workshops for clients. - Develop a database of financial resources for clients. - Work in conjunction with the Economic Empowerment specialist to develop relationships with financial institutions and - organizations providing financial services in NJ - Communicate effectively in person and by telephone. - Collaborate with other IRC in NJ programs as necessary - Adhere to IRC policies, particularly those related to confidentiality and client privacy.
Qualifications REQUIREMENTS:
- The ideal candidates will have prior experience in the field of personal financial management, preferably in a counseling or coaching role. - Spanish, Arabic, Swahili, Dari, and Pashto speakers preferred - Due to the nature of the program, the financial coaching intern will need to volunteer for set office hours every week and should be available for a minimum of fifteen hours a week, if possible
Potential interview questions
| Can you describe a time when you helped someone improve their financial situation? | This question assesses your experience in financial coaching or counseling. | Provide a specific example of how you worked with a client to identify their needs and implement solutions. |
| How do you handle confidentiality when working with clients? | This question aims to understand your approach to maintaining client privacy. | Pro members can see the explanation. |
| What methods do you use to engage clients during financial workshops? | Pro members can see the explanation. | Pro members can see the explanation. |
| Describe a relationship you've built with an organization in the financial sector. How did it benefit your clients? | Pro members can see the explanation. | Pro members can see the explanation. |
| How would you adapt your coaching style for clients from different cultural backgrounds? | Pro members can see the explanation. | Pro members can see the explanation. |
Added 2 years ago
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Updated 1 year ago
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Source:
rescue.org
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