Senior Financial Education Coordinator
 Community Teamwork | |
life insurance, paid time off, paid holidays, sick time, tuition reimbursement, 401(k)
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 United States, Massachusetts, Lowell | |
 Nov 26, 2025 | |
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The Senior Financial Education Coordinator is responsible for delivering financial coaching, helping to coordinate and provide CTI's financial programming including the Financial Literacy Academy, One-on-One Financial Coaching and the full range of other Financial Education workshops and conferences, as well as co-managing the Volunteer Income Tax Assistance (VITA) program. At Community Teamwork our employees enjoy best-in-class benefits to support their physical, financial and emotional wellness. We offer:
Essential Duties & Responsibilities *Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address specific issues regarding financial/credit management; refer clients to appropriate resources at CTI and in the community; perform intake and data collection on clients in care to ensure outcome measurement for reporting to funding sources. Assist household with stabilizing income by providing assistance with accessing internal and external community resources and assisting with enrollment into those resources. *Manage CTI's Financial Literacy Academy; includes coordinating and facilitating events, recruiting volunteer instructors, leading workshops, securing space, food and childcare. *Plan and implement Financially Hers, Money Talks Youth Conference and other specialty events. *Facilitate outreach and workshop presentations. Collaborate with program staff and other departments to provide programming that increases knowledge of banking, saving, budgeting and overall personal money management. Teach various financial workshops and/or trainings. Coordinate family financial events for families in the communities of Greater Lowell; collaborate with school systems to facilitate events in the schools; collaborate with local financial institutions to provide workshops; communicate and report on events with the Director. *Occasionally travel to and perform work off-site at CTI shelters and other local sites. *Implement the agency's Volunteer Income Tax Assistance Program; including recruit, train and manage volunteers for program; provide outreach to clients review and submit all returns; manage space and coordinate with MIS during the tax season; report to appropriate agencies. *Manage the Financial Education Center's social media and participate in any FEC promotional events *Develop and maintain partnerships with businesses and organizations in the Greater Lowell community to promote the Family Education Center's programs and outreach to clients. *Maintain accurate records for weekly, monthly, and quarterly reporting requirements. *Uphold the values of CTI - Equity, Integrity, Compassion. *Perform other related duties as assigned. Qualifications: High School diploma or equivalent required. Associate's Degree preferred. Ability to become certified in Financial Coaching, and Credit Repair within 12 months of hire. Minimum 1 year experience working with low income and culturally diverse individuals required. Previous experience delivering financial education preferred. Understanding of personal finance management required. Attention to detail. Microsoft products (Word, Excel, Outlook). Familiarity with strengths' based approach to case management. Excellent customer service, interpersonal, oral and written communication skills. Ability to maintain accurate records and maintain confidentiality of information. Strong ability to problem-solve. Demonstrated knowledge of community resources available to low income households. Public speaking and outreach. Crisis management skills. Ability to travel to work sites. Ability to manage multiple priorities and work in a fast-paced environment. Bilingual (English/Spanish, English/Khmer, English/Portuguese) preferred. Equal Opportunity Employer - Vets/Disabled This is an exciting opportunity to become an integral member of an innovative team in an organization committed to excellence. | |