Job Information
Family and Children's Association Senior Financial Counselor in Mineola, New York
Senior Financial Counselor
Location: Garden City| Schedule: Part-Time, 21 hours per week| Status: Non-Exempt | Salary: $24.73-25.00/Hour
The Opportunity
The Senior Financial Counselor provides information, counseling, advocacy, and options to consumers facing financial and housing crises. The Financial Counselor engages in community outreach and education to help people prepare for retirement, address financial challenges and access benefits.
Responsibilities
Provide counseling, information, advocacy, and options to consumers seeking assistance in the areas of foreclosure, mortgage delinquency/default, consumer debt, budgeting, property tax preparation and income tax preparation (when currently certified). Assist seniors with financial related paperwork, for example, housing applications.
Attend appropriate training and develop and maintain an up-to-date resource file for own use and to be shared with other SFC staff
Create functional budgets for consumers.
Use database appropriate to financial counseling programs
Keep accurate and current statistics and create intake assessments for every client.
Assist client with completing applications for entitlements.
Create and participate in community education and training workshops related to retirement planning, addressing debt and financial challenges and entitlement education.
Qualifications
Bachelor's Degree in Finance, Accounting and Business required.
Excellent verbal and written communication skills.
Proficient computer skills with MS Office.
Must have the ability to maintain confidentiality.
Valid and clean driver's license required.
Compensation
FCA offers competitive compensation within a supportive culture that values growth and opportunity. Final salary decisions are based on experience and qualifications.
FCA is proud to be an equal opportunity employer! We celebrate diversity and are committed to creating an inclusive environment for all employees.
<