Financial Coaching Intern
Remote | Dallas TX
- Organization: IRC - International Rescue Committee
- Location: Remote | Dallas TX
- Grade: Internship - Internship
-
Occupational Groups:
- Banking and Finance
- Impact investing, Social venture capital
- Closing Date:
SCOPE OF WORK: The Financial Coaching Intern will work within the Economic Empowerment Program to support the Financial Coaching Program. The Financial Coaching 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, following up with clients on items such as loan payments and IOM status, assisting clients with loan applications, meeting with clients to complete program enrollments, teaching 1:1 or group financial literacy classes, and developing curriculum. The Financial Coaching intern will also work with IRC Dallas’s Economic Empowerment Program staff to ensure that clients are receiving assistance across these service areas.
LOCATION: Hybrid (in-person and remote) at our 6500 Greenville Ave location
Minimum Qualifications:
This is an unpaid position
TIME COMMITTEMENT: 15-20
hours per week during IRC business hours (M-F, 9-5). Regular schedule
preferred. Minimum three-month commitment.
RESPONSIBILITIES:
Meet with clients to complete
enrollment requirements for the Financial Coaching 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 income supports counseling,
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
QUALIFICATIONS:
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
COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a
workplace that is free of known hazards and our commitment to safeguard the
health of our employees, clients, and communities, IRC requires candidates who
are selected for interview to have proof of vaccination against COVID-19 in
order to be considered for this position.
Reports to: Economic
Empowerment Supervisor
Commitment to Gender, Equality, Diversity, and Inclusion: The IRC is committed to creating a diverse, inclusive, respectful, and safe work environment where all persons are treated fairly, with dignity and respect. The IRC expressly prohibits and will not tolerate discrimination, harassment, retaliation, or bullying of the IRC persons in any work setting. We aim to increase the representation of women, people that are from country and communities we serve, and people who identify as races and ethnicities that are under-represented in global power structures.
Applications from non-qualifying applicants will most likely be discarded by the recruiting manager.