Financial Capabilities Coordinator

Tags: mental health Law finance English Spanish language Environment
  • Added Date: Friday, 22 August 2025
  • Deadline Date: Monday, 22 September 2025
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IRC Background:

The IRC in Salt Lake City (IRC SLC) opened in 1994 and provides resettlement services through extended case management to newly arrived refugees for up to 24-months as well as over twenty different programs to educate and empower refugees.

Job Overview:

With the support of the Economic Empowerment Program Manager, the Financial Capability Coordinator will support clientsโ€™ financial capability needs by coordinating and conducting group trainings, workshops, and individual financial counseling/coaching sessions for refugees and immigrants, and by becoming a certified financial coach. This position is responsible for implementing and strengthening a practical financial literacy curriculum that supports the acquisition of knowledge, skills, and tools necessary to engage constructively with the American financial system. The role also includes managing client pipelines, compiling program data, supporting reporting, and engaging with community partners to expand program reach and referrals.

Major Responsibilities:

Coordinate, deliver, and adapt financial education curriculum, classes, and workshops for refugees and immigrants, including teaching classes at community partner sites to expand access. Provide one-on-one financial consultations and coaching to help participants with personal and household financial matters, goal setting, credit building, and action planning. Manage a client pipeline by tracking prospective and current clients, ensuring timely intake, consistent follow-up, and ongoing financial coaching to support long-term financial stability and growth. Engage with community partners to establish two-way referral pathways and collaborate on outreach, events, and educational opportunities. Compile, track, and analyze program data; prepare reports to support the Economic Empowerment Program Manager with program evaluation, continuous improvement, and donor reporting. Serve as a certified Financial Coach (will receive certification training in the first 6 months of employment). Work with clients to review personal credit history and support credit improvement activities. Provide local support for clients applying for and following up on credit-building and consumer loans provided by IRCโ€™s Center for Economic Opportunity (CEO). Support the recruitment, promotion, coordination, and management of annual VITA free tax preparation services for refugees and new Americans. Coordinate with the Small Business and Resettlement teams to provide financial coaching to refugee and new American small business owners as needed. Identify and build relationships with financial capability partners, volunteers, community organizations, and financial institutions to strengthen available resources and opportunities for clients. Support innovation in programming by piloting new initiatives or adapting existing services based on client needs and community trends. Represent the IRC at community events, conferences, and stakeholder meetings to promote financial capability programs and advocate for client needs. Conduct outreach for community-based financial education and financial capability events. Participate in program meetings, weekly staff meetings, staff development activities, and national skills-building trainings, calls, and communities of practice, while fully engaging as a member of the team. Support general office logistics, such as office support and front desk coverage, as applicable and feasible. Comply with all policies, procedures, and protocols of the organization.

Key Working Relationships:

Position Reports to: Economic Empowerment Program Manager

Position Directly Supervises: May supervise program specialists, interns, and volunteers as needed

๐Ÿ“š ๐——๐—ถ๐˜€๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐—›๐—ผ๐˜„ ๐˜๐—ผ ๐—š๐—ฒ๐˜ ๐—ฎ ๐—๐—ผ๐—ฏ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—จ๐—ก ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ! ๐ŸŒ๐Ÿค ๐—ฅ๐—ฒ๐—ฎ๐—ฑ ๐—ผ๐˜‚๐—ฟ ๐—ก๐—˜๐—ช ๐—ฅ๐—ฒ๐—ฐ๐—ฟ๐˜‚๐—ถ๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—š๐˜‚๐—ถ๐—ฑ๐—ฒ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—จ๐—ก ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ฒ๐˜€๐˜ ๐˜€๐—ฎ๐—บ๐—ฝ๐—น๐—ฒ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—จ๐—ก๐—›๐—–๐—ฅ, ๐—ช๐—™๐—ฃ, ๐—จ๐—ก๐—œ๐—–๐—˜๐—™, ๐—จ๐—ก๐——๐—ฆ๐—ฆ, ๐—จ๐—ก๐—™๐—ฃ๐—”, ๐—œ๐—ข๐—  ๐—ฎ๐—ป๐—ฑ ๐—ผ๐˜๐—ต๐—ฒ๐—ฟ๐˜€! ๐ŸŒ

โš ๏ธ ๐‚๐ก๐š๐ง๐ ๐ž ๐˜๐จ๐ฎ๐ซ ๐‹๐ข๐Ÿ๐ž ๐๐จ๐ฐ: ๐๐จ๐ฐ๐ž๐ซ๐Ÿ๐ฎ๐ฅ ๐“๐ž๐œ๐ก๐ง๐ข๐ช๐ฎ๐ž๐ฌ ๐ก๐จ๐ฐ ๐ญ๐จ ๐ ๐ž๐ญ ๐š ๐ฃ๐จ๐› ๐ข๐ง ๐ญ๐ก๐ž ๐”๐ง๐ข๐ญ๐ž๐ ๐๐š๐ญ๐ข๐จ๐ง๐ฌ ๐๐Ž๐–!

Job Requirements:
Education:

Undergraduate degree, or equivalent professional experience, in Business, Finance, Education, Small Business Development, Entrepreneurship, or a related field preferred.

Work Experience:

2 years of professional experience in finance, basic financial literacy, entrepreneurship, or small business development preferred. Experience with adult education, training, community building, and/or community development. Previous experience working with individuals from diverse cultural and ethnic backgrounds and varying levels of literacy and numeracy. Experience working in a direct service role preferred. Experience and training in trauma-informed and person-centered services.

Demonstrated Skills & Competencies:

Knowledge of and ability to conduct trainings on basic financial literacy, budgeting, credit, and goal setting. Strong organizational skills including multi-tasking, prioritizing, planning, and effective time management. Strong written and verbal communication skills, including the ability to make presentations. Demonstrated skills with reporting and tracking information in a database. Ability to work independently as well as collaboratively on a close team. Language skills: Fluency in written and spoken English required. Bilingual ability in a language commonly spoken by refugees in Utah - such as Arabic, Swahili, Kirundi, Somali, Spanish, French, Dari, or Pashto - is a plus. Ability to communicate with limited-English speakers and demonstrated multicultural experience. Ability to work with refugee participants, community leaders, community partners, and volunteers from a variety of backgrounds. Competency in Microsoft Office required; additional technical skills an asset. Valid driverโ€™s license, active insurance policy, and access to reliable transportation.

Working Environment:

Standard office work environment along with travel in and around the service delivery area. Flexibility to work some Saturdays and some weekday evenings as needed to support programming.

Compensation: Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Equal Opportunity Employer: 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, disability or any other characteristic protected by applicable law.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.

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