Financial Concierge

Job Description

Job Description

JOB SUMMARY:

Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation.

Essential Job Functions:

• Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including financial information and benefits navigation aimed at improving their overall well-being.
• Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system.
• Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance.
• Work with clients to develop personal goal plans and identify actions steps for completing their plans.
• Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment.
• Complete ongoing training as required by customer and MyAdvisor

KEY COMPETENCIES:

• Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
• Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
• Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
• Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
• Financial Knowledge: Have a strong understanding of financial terminology.

MISSION AND VALUES:

1. Contributes to achievement of the Mission and Vision of our organization.

1. Adapting to Change – Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.

1. Continuous Improvement – Acts to constantly improve the level of customer satisfaction in both individual and teamwork processes.

1. Client Centered Focus – Demonstrates concern for meeting or exceeding customer’s expectations/requirements in a manner that allows the client to guide rehabilitation process towards the achievement of their goal(s) and which provides satisfaction for the customer.

1. Teamwork – Accomplishes tasks through working effectively with others and appreciating the value, contributions, and commitment of every member.

Minimum Education/Training Requirements :

Bachelors or similar degree from an accredited university

Required Licenses, Certification or Registration

National Association of Certified Credit Counselors (NACCC), Association for Financial Counseling and Planning Education (AFCPE), or Accredited Financial Counselor (AFC).

*NOT ACCEPTED - Certified Financial Planner (CFP) or National Foundation for Credit Counseling (NFCC)

Physical Capabilities : no limitations physically

Mental demands :

• Concentration/Attentiveness
• Respond to unpredictability
• High Level of Record Keeping
• High Pressure for Results
• Independent Judgment and Discretion
• Organize and Prioritize
• Manage Multiple Projects/Tasks
• Read, Comprehend and Follow Instructions/Work Orders
• Relate to Others

Work Environment: Remote.

Any qualifications to be considered as equivalents, in lieu of stated minimums, require the prior approval of the Director of Program Delivery.