Benefits & Financial Education Consultant

The Benefits and Financial Education Consultant is responsible for providing a full range of services associated with benefits counseling and financial literacy services.

The position will develop comprehensive written benefits reports, counsel participants on how work will impact their entitlement benefits, and provide financial literacy services.

RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and benefits counseling and financial literacy services .

Implements, revises, and sustains policies, procedures and programs.

Typically works on projects and initiatives that span 3 - 12 months.

PRINCIPAL DUTIES:

1.

Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.

May serve as a team member or subject matter expert on formal projects or within the department.

Effectively engages in change affecting her/him, communicating appropriately with supervisor.

Follows through on learning, skill building, and practice necessary to adapt to change.
2.

Problem Solving: Light supervision; works independently.

Periodic review of work by manager or senior coworker.

Solves problems of moderate to advanced complexity; able to identify root cause, interpret data and resolve issues.
3.

Technical Skill: Understands and applies professional principles and skills within area of specialization to modify processes to resolve situations.
4.

Community Engagement: Champions Goodwill's community engagement initiatives and serves as an ambassador for Goodwill in the wider community.
5.

Obtaining, analyzing, synthesizing case information and developing comprehensive written benefits reports.
6.

Counsel participants on how entitlement benefits ensure that clients have a thorough understanding of their current benefits, and how their state and federally funded benefits will be affected by future earned income and wages from working in an effective and understandable manner to consumers in assigned caseload.
7.

Maintain accurate and current case files, including case notes, computer entries, releases and reports.
8.

Attend all required benefits counseling training to ensure that knowledge regarding new benefits programs and or changes in existing programs is current in order to provide clients and funding sources with the most accurate information available.
9.

Become a member in good standing of the Work Incentives Benefits Specialist Association (WIBSA).

Adhere to all standards implemented by the association including annual peer reviews and training hour requirements.
10.

Establish and maintain collaborative working relationships with Federal, State and County entities that coordinate and administer benefits.
11.

Provide financial literacy training in group presentations as well as one-on-one coaching sessions.
12.

Maintain a safe and orderly work environment.
13.

Responsible for completing other duties/responsibilities as assigned.

REQUIREMENTS...