Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Financial Wellbeing Coach at Operation HOPE enabling financial empowerment through literacy and coaching. Focused on underserved communities with fluency in English and Spanish crucial to engage diverse audiences.
Responsibilities
- Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Maintain accurate and detailed records of client activities, impact, and success stories.
- Service Spanish Speaking Clients, requiring fluency in both English and Spanish.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
- Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
- Excellent communication and interpersonal skills.
- Ability to meet deadlines and maintain effective time management.
- Empathetic and patient approach in working with individuals from diverse backgrounds.
- Professional demeanor and attire will be required in this position.
- This job requires personal transportation for travel within the designated market area.
- Experience using Customer Relationship Management programs.
- Knowledge of interpreting Credit Report information.
- Experience building and maintaining financial budgets.
- Public speaking skills in both English and Spanish.
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