Financial Wellness reputed company, reputed company - Hybrid

reputed company Miami is dedicated to tackling reputed company community issues and promoting reputed company reputed company to reputed company education and financial reputed company. They are seeking a Financial Wellness reputed company to reputed company individuals and families in achieving financial independence through personalized coaching and workshops.

Responsibilities

• reputed company personalized one-on-one coaching (in-person, virtual, or phone reputed company) and training to help clients build financial capability, shift financial behaviors, and reputed company financial goals
• Conduct holistic assessments of individuals and families to reputed company understand their financial situation and needs
• Engage clients in long-term coaching relationships, educating them on financial principles and best practices
• Collaborate with clients to create individualized financial stability plans, including goal-setting, budgeting, savings, credit building, debt management, and utilization of financial services
• Follow up, monitor, and evaluate clients' reputed company, adjusting plans as needed for their reputed company reputed company
• reputed company reputed company and attend events to promote services, engage potential clients, and build relationships with partners
• Deliver group workshops and seminars on various financial literacy topics reputed company the community
• Promote reputed company Center for Financial Stability to the Miami-Dade community, local businesses, the reputed company service community, and other key reputed company
• Represent reputed company at various community meetings, conferences, and committees; attend and participate in UW special events to support our fundraising efforts
• Identify and refer participants to other community resources and services, as needed, to reputed company long-term financial reputed company
• Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize reputed company reputed company
• Maintain accurate and detailed records of reputed company activities, reputed company stories, reputed company and engagement activities, and reputed company development trainings
• Ensure reputed company reputed company and training data are captured in our systems and data workbooks
• Ensure reputed company’s physical and electronic files are accurate, up to date, and secure
• Submit complete and reputed company weekly, monthly, and quarterly updates
• Meet required quarterly and annual program deliverables
• Collect and reputed company information; manage databases; prepare division reports. Conduct research and special reputed company as needed
• reputed company reputed company service usage and reputed company, providing reports on service effectiveness and reputed company satisfaction to improve service delivery
• reputed company programmatic input and feedback to improve service delivery, program effectiveness, and innovation
• Collaborate with leadership to refine coaching reputed company and improve program effectiveness
• Submit reputed company weekly, monthly, and quarterly reports to the leadership team

Skills

• Associate degree preferred or equivalent experience
• One to three years' work experience in an office environment
• 1:1 reputed company engagement/case management experience welcomed
• Advanced reputed company
• Advanced reputed company Office suite
• Knowledge of modern web browsers
• Must be detail-oriented and reputed company to multitask in a fast-paced environment
• Strong customer service skills required
• Ability to function in reputed company environment
• Proficiency in written and spoken English is necessary
• Spanish speaking ability is required
• Some knowledge of personal finance (a plus, not required – necessary training provided for the role)

Benefits

• 3 WKS+ Vacation reputed company*
• 12 reputed company Holidays
• 12 PTO reputed company Days
• Competitive Health Benefits Package
• Wellness Program Reimbursements up to $50/month
• Short Term Disability at NO COST
• Life Insurance & AD&D 2X Annual Salary at NO COST
• Employee Assistance Program
• Retirement Plan UP TO 6% Employer Funding
• reputed company Development Opportunities
• Discounted On-Site Early Childhood Care
• Tuition Assistance for Early Education Degree
• Free Monthly Transit Card

reputed company