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Volunteer

INTERNSHIP: Financial Literacy Support

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Position Description:

Under the supervision and direction of the Financial Coach, the Financial Literacy Intern will assist in the implementation of a multi-faceted program to expose newly arrived refugees and immigrants to basic financial literacy skills and develop economic self-sufficiency. The financial capability program at the IRC includes comprehensive in-house financial education classes, personalized financial coaching, free tax preparation, and micro-financing loans for clients seeking to improve their financial capability skills.  

Responsibilities:

  • Assist with intake data entry of new financial literacy clients into Salesforce. Data will include client demographics, initial financial data, and the nature of financial concerns.
  • Assist in scheduling client intakes and follow-up appointments.
  • Support development of financial education classroom curriculum and activities on budgeting, banking, credit building, car buying, savings, predatory lending, taxes, and asset-building strategies.
  • Assist in the implementation and facilitation of classroom activities. Ensure classroom materials are printed and organized before each session.
  • Organize logistics and outreach materials for financial education classes, workshops and other special events for clients. Provide transportation for clients as needed.
  • Provide one-on-one support to assist clients with completing financial aid/low-income discount applications, opening a bank account, completing an IRC loan application, and setting-up mobile banking.
  • Research state legislation on consumer protections/rights as well as debt relief. 
  • Research free or low-cost community resources available for clients who need assistance with meeting basic household needs.
  • Minimum Commitment: Internship commitment will run 15 hours per week for a 5-month period.

Requirements:

  • Current undergrad, graduate student or recently graduated student with a focus in Economics, Adult Education, Sociology, Social Work, Political Science, Public Policy, or a related field·  Must have a solid knowledge of resume writing criteria as well as employment practices.
  • Previous multi-cultural experience and demonstrated ability to communicate well with people of varied backgrounds strongly preferred
  • Proficiency in Microsoft Office Suite required
  • Familiarity and desire to learn about U.S. credit system, banking system, income taxes, and personal budgeting
  • Excellent organizational skills
  • Strong written and verbal communication skills, including the ability to deliver presentations
  • Experience with teaching or mentoring preferred.

This position reports to the Financial Coach.

This is an unpaid internship. Work-related driving is eligible for charitable mileage rate reimbursement.

Internships are available for current college students, graduate students, and graduates less than one year post-graduation. Course credit and transcript notation are available if the student submits the appropriate paperwork to the Volunteer and Donations Coordinator.

How to apply:

Fill out an application online. If you're a good fit for this opportunity, someone will be in touch with you.