Virtual Financial Coach and Public Benefits Coordinator

Catalyst Miami, Inc. Miami, FL 19.23 p/h

SUMMARY:  Provides virtual bi-lingual financial coaching & social services navigation to low-wealth individuals and families living in Miami-Dade County. Position is required to participate (virtually) in team and staff meetings, as requested. Position requires flexibility, compassion, and the ability to work in an ever-changing environment.



      Provide one-on-one virtual financial & health coaching including, but not limited to, budgeting, credit building/rebuilding, debt management, savings, promotion of financial products, public benefits enrollment, and access to health care services. Specific services may change over time.

      Administers relief funds and assist clients with enrolling into relevant products and services

      Identify and refer participants to resources and services needed to achieve their individual financial and/or health goals. 

      Link individuals and families to medical and social services

      Maintain client/participant information and data in organization’s data tracking and management systems

      Other duties as assigned by management



This job does not directly supervise employees



      Language: Professional working proficiency in oral and written English. Professional working proficiency in oral and written Spanish or Haitian Creole.

      Education: Associate’s Degree

      Years of Experience: 3

      Certification or License: Certification in the Department of Children and Families Training: HIPPA, ACCESS Civil Rights, Security Awareness (or must be attained with 60 days of hiring)

      Computer skills: Coach will work in a completely virtual environment. Must be skilled in Microsoft Office Suite and have working knowledge of web-based platforms.





Customer service orientation

Promotes products and services

Inspires & motivates


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 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



      Ability to work in a remote office setting

      Able to sit at desk for long periods of time and utilize 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 describes the general content of and requirements for the performance of this job.  It is not 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. 

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