Financial Literacy Specialist

Job Description

Job Description

JOB TITLE : Financial Literacy Specialist

DIVISION : Academics

DEPARTMENT : TRIO Student Support Services

REPORTS TO : Director, TRIO Student Support Services

JOB EMPLOYMENT STATUS : Full time, Exempt

UPDATED : September 2025

SUMMARY : The financial literacy specialist will work with students in the TRIO Student Support Service program to deliver financially based programming. Th incumbent will be responsible for developing programming to educate students on financial aid, budgeting, and other financial matters. Working with a wide variety of constituents is necessary; this will include students, faculty, staff, and outside vendors. Additionally, the incumbent will be expected to work within the Franciscan values of the University.

This is a full-time position funded by a grant from the US Department of Education.

RESPONSIBILITIES :

• Advise students on an individual and group basis
• Assess participant needs and develop individualized financial wellness action plans to aid their understanding of educational costs, personal expenses, debt, and earning potential.
• Meet with new students to review their bills and develop plans to cover existing balances.
• Assist students with financial aid application processes and procedures, understanding rights and responsibilities, identifying and applying for scholarships and grants, guidance for loan repayment, loan exit counseling upon graduation, and applying for post-baccalaureate degree financial aid
• Provide financial literacy education to students in the SSS program including by not limited to : understanding university billing, budgeting credit cards, credit scores, taxes, cost of living, savings, and creating realistic short- and long-term financial goals.
• Plan and implement regular office activities and monthly educational programming to improve students’ economic and financial life skills.

QUALIFICATIONS :

LANGUAGE SKILLS : Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients and other employees of the organization.

TECHNOLOGY SKILLS : Accomplished skills in typing, word processing, and spreadsheet management. Familiarity with Outlook and other Microsoft software preferred.

REASONING ABILITY : Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exits. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand and reach with hands and arms.

The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT : The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.