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.
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