Coordinator, Financial Empowerment (CP)

• 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.

• Bachelors 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.
• Experience working from client-centred anti-oppressive framework
• Experience working with and mentoring volunteers students with varied skill set

• Ability to adjust communication or teaching style to meet the needs of diverse groups of clients facing a variety of personal and systemic barriers.
• Outstanding communication and interpersonal skills.
• Detail-oriented independent worker with strong organizational and time management skills.
• Comfortable setting up mobile technology (e.g. laptops WiFi hub projector etc.).
• Strong computer skills including MS Outlook Word Power Point and Excel.
• Strong understanding of intersectionality of race age sexuality gender ability and the associated risks of poverty and homelessness.
• Those with lived experience of one or several of these dynamics are highly encouraged to apply.

WoodGreen is an equal opportunity employer. We are committed to providing an inclusive and barrier-free selection process and work environment. If contacted in relation to an employment opportunity please advise our People & Culture representatives at of the accommodation measures required. Information received relating to accommodation will be addressed confidentially.

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