Financial Empowerment Program Coordinator

3 weeks ago

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

Job Summary:

WoodGreen is seeking a highly skilled and dedicated Financial Empowerment Program Coordinator to oversee the operation of our free, year-round income tax filing service and develop, coordinate, and facilitate 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.

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.

How to Apply:

If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, please submit your application, including your resume and cover letter, to [insert contact information].

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