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About the Role

The Coordinator, Financial Empowerment will oversee the operation of WoodGreen's free, year-round income tax filing service and develop, coordinate, and facilitate group workshops to clients and professionals on financial topics relevant to living on a low income, and support the development and implementation of new client service innovations within our program.

Responsibilities

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.

Requirements

Bachelor’s 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.

Skills

Financial counselling
Financial education
Tax filing support
Program coordination
Workshop facilitation
Client service innovation
Intake and appointment booking
Volunteer training and oversight
Documentation and case notes
Data entry
Volunteer performance monitoring
Conflict resolution
Skill development
Customer service
Financial Literacy Workshop development and facilitation
Workshop scheduling
Outreach and networking
Community partnership building
Research and evaluation
Program planning and development
Client intake and delivery innovation
MS Outlook
MS Word
MS Power Point
MS Excel

Location

815 Danforth Ave, Toronto, ON
Hybrid

Work Type

Contract Hourly
Hybrid

Experience Level

2+ years’ experience coordinating program delivery and facilitating workshops in the social services sector.

Education Level

Bachelor’s Degree in Social Work, Finance, Business Administration, or a related field.

Salary/Compensations

G - $31.85/hour

About the Company

The Financial Empowerment (FE) Program serves to prevent, reduce, and alleviate poverty by directly addressing the financial barriers in the lives of our clients.
We provide free and unbiased financial counselling, education, and tax filing support to Torontonians who are living on a low income and who are unable to address these issues alone.
We are a program in constant development and expansion, actively pursuing opportunities to explore innovative methods, and produce research on best practices to maximize client impact.

Equal Opportunity

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 careers@woodgreen.org of the accommodation measures required.
Information received relating to accommodation will be addressed confidentially.