The financial literacy specialist will work with students in the TRIO Student Support Services to deliver financial based programming. The incumbent will be responsible for educating students on financial aid, budgeting, and other financial aspects. Working with a wide variety of constituents is necessary this will include students, faculty, staff, and outside vendors.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Advise students on an individual and group basis.
- Assess participant needs and develop individualized financial wellness action plan to assist their understanding of: educational costs, personal expenses, debt and earning potential.
- Assist students with financial aid application process and procedures, understanding rights and responsibilities, identifying and applying for scholarships and grants, guidance for loan repayment, loan exit counseling upon graduation and provide assistance in applying for post-baccalaureate degree financial aid.
- Provide financial literacy education to students in the SSS program including but not limited to: understanding tuition statement, budgeting, credit cards, credit scores, taxes, cost of living, savings, negotiating salary and benefits, and creating short and long term financial goals.
- Plan and implement regular office activities and monthly educational workshops to improve students’ economic and financial life skills.
EDUCATION and/or EXPERIENCE:
- Knowledge of student learning and student financial planning.
- Awareness of and sensitivity to issues relating to diverse student body.
- Reliability to maintain and established and flexible work schedule.
- Ability to maintain confidentiality of student information and work-related information.
- Presentation skills to groups of various sizes.
- Experience delivering financial education, or in personal financial planning.
- Experience working in financial aid or in delivering financial aid education.
- Experience working with college students-especially first generation and low income.
- Bachelor’s degree in business, education, human services, or similar program.