SUMMARY: Provides bi-lingual social services navigation & financial coaching to low-wealth individuals living with disabilities. Services include SSI & SSDI enrollment; financial coaching, benefits enrollment; tax preparation; budgeting; utilization of quality financial services; and saving-and-asset development.
DUTIES AND RESPONSIBILITIES:
- Conduct community-based outreach within low-wealth, minority communities to inform residents of the project and reach people living with disabilities, including those who have not yet applied for benefits and those who have been denied benefits.
- Serve as primary point of contact for project partners, including consultants.
- Organizing meetings and coordinate project logistics.
- Link individuals and families with disabilities to medical and social services.
- Provide one-on-one financial coaching, including budgeting, credit building/rebuilding, debt management, savings, promotion of financial products.
- Organize monthly presentations on disability benefits eligibility/disability justice.
- Ensure organizing/civic engagement work is inclusive of clients’ specific needs.
- Recruit clients to serve as a cohort of leadership trainers who will engage workers who are disabled in organizing activities.
- Maintain certification in the Department of Children and Families Training: HIPPA, ACCESS Civil Rights, Security Awareness, VITA, etc.
- Maintain client/participant information and data in organization’s data tracking and management systems, SalesForce and TaxSlayer.
- 4-year college degree required.
- Ability to obtain VITA Basic or Advanced Certification, Department of Children and Families Training Certification.
- 5 years relevant job experience
- Professional working proficiency in oral and written English and Spanish.
- Customer service orientation
- Promotes products and services
- Inspire & motive
- Leadership (self)
- Team player
- Develops talent (self)
- Articulate vision and understands the big picture
- Stable and calming influence
- Emotional intelligence
- Leads by example
- Open to feedback
- Effective Interpersonal Communicator
- Asset focused (as opposed to charity focused)
- Active listener
- Step out of the comfort zone
- Management (self)
- Learning agility, comfortable with uncertainty, adaptable to sudden change
- Goal oriented, prioritization and time management
- Analytical / Critical Thinker, Problem Solver, and Resourceful
- Continuous improver-persistent
- Move projects forward simultaneously
- Tolerate and effectively manage stress
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Stretch and bend to organize and distribute materials for Catalyst Miami activities
- Able to sit at the desk for long periods of time and utilize the computer for extended periods
- Must be able to work flexible hours to accommodate project needs
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.