Financial Empowerment Program Coordinator

3 weeks ago

Toronto, Ontario, Canada WoodGreen Full time
Job Title: Financial Empowerment Program Coordinator

WoodGreen is seeking a highly motivated and experienced Financial Empowerment Program Coordinator to join our team. The successful candidate will be responsible for overseeing the operation of our free, year-round income tax filing service and developing, coordinating, and facilitating group workshops to clients and professionals on financial topics relevant to living on a low income.

Key Responsibilities:

  • Coordinate the intake/appointment booking functions for the FE and Income Tax services and provide training/oversight to students and volunteers.
  • Perform light-touch financial empowerment interventions with clients (e.g. tax returns, access Notices of Assessment from CRA records, support clients in completing financial applications).
  • Maintain timely documentation/case notes in program database regarding any direct client services provided, and support volunteers and students in accurate data entry.
  • In collaboration with other staff, coordinate the scheduling and operation of tax volunteer training and tax clinic service delivery, and provide instruction/oversight to volunteers.
  • Monitor volunteer performance, provide constructive feedback, and conflict resolution.
  • Collaborate with leadership-level volunteers to support skill development of new volunteers, prioritizing high quality and respectful customer service.
  • Develop and facilitate Financial Literacy Workshops to a diverse group of clients on a variety of financial topics relevant to living on a low income (tax filing and benefits access, debt and credit management, budgeting and money management, banking, low-income retirement planning, etc.).
  • Coordinate and maintain schedule of workshop bookings, and book appropriate volunteer support where needed.
  • Perform outreach and networking activities as needed to build relationships with strategic community partners to reach target client groups.
  • Collect attendance records, client feedback forms, and administer research and evaluation surveys with participants.
  • Participate in program planning and development activities.
  • Collaborate with FE Supervisor & FE Manager to develop and execute plans for new client service intake and delivery innovations as part of newly funded projects.
  • Provide support to other programs looking to connect their clients with FE services.

Requirements:

  • Bachelor's Degree in Social Work, Finance, Business Administration, or a related field.
  • 2+ years' experience coordinating program delivery and facilitating workshops in the social services sector.
  • Experience performing intake or outreach with marginalized and vulnerable populations, participation with a Community Volunteer Income Tax Program (CVITP) and/or coordinating a large volunteer program is considered an asset.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

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