Opportunity Details
Asset Project Financial Coach Training 2015-2016
Nature of Work: The volunteer will provide one-on-one financial coaching to participants in the A.S.S.E.T. Project while the participant works toward financial and savings goals.
Length of Volunteer Commitment: Until participant reaches savings goal
(minimum of 6 months, maximum of 12 months)
Volunteer Times/Location: Vary based on participant’s and coach’s schedules; total 1-2 hours/month
Responsibilities: Provide 1-2 hours/month of coaching support to 1 individual:
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Provide accountability and support to participants who are making monthly deposits toward a goal of $200
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Provide additional financial resources (budgeting, credit, etc) when appropriate
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Empower participant to make best financial choices for their situation
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Document all financial coaching sessions and turn in notes to United Way staff
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Assist participant in completing matching fund request forms to access $400
Qualifications Needed:
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Willing and open to working with low-income families
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Ability to work with individuals in a respectful and non-judgmental manner
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Ability to maintain confidentially and build trust
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Ability to be encouraging and motivating
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Ability to practice effective listening skills
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Training Requirements:
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Complete 6 hours of Financial Coaching Training
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Saturday, December 5, 2015 9am-3pm at United Way
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Participate in at least 1 conference call quarterly group peer sessions with coaches and United Way staff:
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Thursday, March 10, 2016 7:30am-8:30am (conference call)
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Thursday, June 9, 2016 7:30am-8:30am (conference call)
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Additional quarterly meetings as necessary
Accountability Requirements:
• Complete monthly coaching session forms and return to United Way via dropbox (will need access to scanner, fax machine, or camera phone)
• Monthly follow-up with United Way (phone or email) about monthly coaching activities. Communication will be initiated by United Way
Application Requirements:
• Volunteer Matching form (through STLVolunteer registration or hard copy)
• Background Check (Verified Volunteers) completed through UW volunteer center
Civic & Community, Adult Education
Low-income communities
Administrative Support/Clerical,Consulting & Professional Services,Other
Age Minimum (with Adult): 18+, Minimum Age:18+, Skills: Professional Skills
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