Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
January 23, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
March 06, 2023
Workshop topics should be relevant to the community and may include topics such as budgeting, savings, banking products, credit building, identity theft, and more.
March 21, 2023
Support the effective delivery of services and ensure client services, documentation and data collection are accurate and compliant with funding and or contract requirements.
March 30, 2023
Demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
March 31, 2023
Assist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
April 05, 2023
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
May 05, 2023
Record client information andprogress data precisely, accurately, and on time, with a rigorous dedication toconfidentiality and data security protocols.
May 09, 2023