Bilingual Senior Financial Counselor

Family and Children's Association | Garden City, New York

Job Summary

Senior Financial is a program providing counseling and assistance to enable seniors to make informed decisions about their finances.

Responsibilities

Primary Responsibilities include:

  • 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), counseling related to financial budgeting on a fixed income.
  • Assisting seniors, especially those on fixed incomes or without sufficient retirement savings, facing serious financial challenges. Providing and conducting a Senior Citizen Resource Assessment along with program intake sheet.
  • Organize and participate in community outreach events, raise awareness through talks, media, and literature. Participate in County Fairs, public speaking engagements
  • Provide confidential, individual financial counseling for seniors on-site. Provide one-on-one counseling to vulnerable seniors.
  • Attend appropriate trainings and develop and maintain an up-to-date resource file for own use and to be shared with other SFC staff.

Qualifications

Qualifications and Requirements include:

  • Bachelor's degree required.
  • Prior accounting and or banking experience preferred.
  • Spanish speaking required.
  • Intermediate computer skills and experience entering data into various databases, as well as working with Microsoft Excel, Word and Outlook. 
  • Valid NYS driver's license with a safe and responsible driving history. A motor vehicle that is properly registered and insured in accordance with NYS DMV regulations.

Requirements/Other

Schedule:

  • Part-time, 14 hours per week.
  • Tuesday & Friday  9am- 5pm

Benefits:

  • Paid time off (PTO) after six months of employment.

How to Apply

Family and Children's Association

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Organization: Nonprofit Organizations