TITLE: Financial Coach Intern
LOCATION: Montana (virtual available)
START DATE: Rolling 
COMMITMENT: 5+ hours per week
 
Overview:

The Financial Coach Intern will work within the Economic Empowerment Team to support the Financial Coaching & Literacy Program. This program provides group and 1:1 financial coaching services to clients, including assistance with creating budgets, addressing debt, building credit, increasing savings, accessing loans, opening bank accounts, and more. The Financial Coaching Intern’s responsibilities may include contacting clients to schedule appointments, meeting with clients to complete program enrollments, pulling credit and completing budgets with clients, assisting clients with loan applications, teaching 1:1 or group financial literacy classes, and developing curriculum. The Financial Coaching intern will also work with IRC in Missoula’s Economic Empowerment Program staff to ensure that clients are receiving assistance across these service areas. 


Responsibilities include, but are not limited to:

  • Meet with clients to complete enrollment requirements for the Financial Coaching & Literacy Program
  • Work with clients to complete a detailed financial assessment
  • Work with clients to create a budget and provide strategies for budget improvements
  • Conduct follow up calls with clients to check in on program progress and ensure accurate and timely recording of data
  • Develop plans of action and provide tools, resources, and client accountability to help meet their goals 
  • Understand other services offered by the IRC, such as employment services and connect clients to these other services
  • Outcome tracking—track the stories and successes of program participants
  • Willing to learn IRC data management tools and documents used to track the outcome of clients’ progress in an accurate and timely manner
  • Works with the Financial Coaching team to ensure that any changes to the client’s financial circumstances (new job, new benefit, change in credit score) are properly documented
  • Completing loan applications
  • Planning and conducting financial literacy classes 

 

Requirements: 

  • A strong understanding or interest in personal finances, particularly in the areas of budgeting, asset building, and credit building
  • Previous work experience in the financial sector preferred, but not required
  • Strong communication skills, both written and oral
  • Willing to provide financial counseling/coaching services in a culturally sensitive manner, as well as working with diverse backgrounds
  • Bilingual language skills a plus, but not required (Arabic, Pashto, Dari, Swahili, Spanish) 

  

Position Logistics:

  • Compensation: This is a volunteer role
  • Hours: Consistent availability preferred, minimum of 5 hours a week and 3 month commitment
  • Supervisor: Financial Coach
  • Complete a 1-hour virtual Volunteer Orientation & a 20–30-minute safety and security training video
  • Complete and pass background check through HireRight

Interested candidates should complete an application and email a brief statement of interest to volunteer.missoula@rescue.org.

IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status or disability.