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Financial Education Program Specialist

at University of Kansas

Posted: 9/28/2020
Job Reference #: 4086408
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Job Description

Job Title
Financial Education Program Specialist

Department
Student Money Management Srvc

Primary Campus Location
University of Kansas - Lawrence

Job Description
40% - Provide programmatic support for all financial literacy programs.  Assist with the development of programs designed to introduce students to financial resources, opportunities for campus involvement, and experiential learning certifications and activities at the University of Kansas. Assist the Director with logistical needs for programs. Participate in the selection and training process for SMMS Peer Educators. Facilitate this activity by providing scheduling support and assisting with the preparation of materials.
 
20% - The SMMs Education Program Specialist assist in overseeing the office’s operational services - database management, student employment, assessment, and research.  Serves as the office’s representative.   Provides support in all facets of the office’s operations and services. Use of independent judgment and initiative required.
 
20% - Assist with the targeted development of communication materials for Student Money Management Services. Work with Peer Educators to identify topics of interest for website, social media, and print development. Draft content for communication projects. Work with Peer Educators to identify communication strategies to engage current KU students, including opportunities for collaborative partnerships with faculty, staff and student organizations.
 
10% - Participate in outreach activities for the Student Money Management, including information fairs by the Office of Admissions, the orientation information fair and related programs and working with the First-year Experience program and our campus partners. Outreach for Student Money Management Services includes giving educational presentations upon demand for faculty, staff and students. We educate via outreach and outreach programs. We provide information through our presentations. Must be comfortable with open presentation style and presenting to an audience.
 
10% - Assist Director with data collection and assessment analysis for Student Money Management Services and all other duties assigned.

Coaching Sessions
  • Manages offices confidential consultative services.
  • Coordinates team support of coaching sessions.
  • Interviews students referred or requesting personal financial counseling or planning to evaluate situations.
  • Ensures requests for coaching sessions placed by students through the loan programs application systems are scheduled within five business days with the assistance of the administrative services team.
  • Oversees evaluation system of coaching sessions with the Director.
  • Makes recommendations for changes in program, policies, and procedures.
 Outreach Programming
  • Develops and maintains training calendars throughout each semester.
  • Serves as primary office representative for receipt and approval of outreach programming requests.
  • Conducts group presentations designed to educate participants on a variety of personal financial and money management topics.
  • Conducts personal financial management educational programs to student organizations, residence halls and classes.
  • Coordinates team support of outreach programming.
  • Assists in the development of collaborative outreach activities and programming with internal and external partners.
Peer Mentors-Programming
  • Assist in Managing the Peer Mentoring Program.
  • Hires, trains, and supervises peer mentors with the assistance of the Director.
  • Conducts performance evaluations on Peer mentors once a semester.
  • Plans and performs end-of-service recognition events for Peer Educators.
Program Stats
  • Collects and tracks usage data for program areas of oversight continuously throughout each semester.
  • Enters usage statistics into internal reporting system within five business days at the end of each semester.
  • Assists Director with the preparation of usage statistics and reporting requirements.
  • Prepares annual usage report for program areas of oversight for office leadership team.
Training
  • Develops training criteria and ensures completion of all training requirements for full time and student positions.
  • Works with Director to coordinator and ensure adequate staffing is maintained in the front.
  • Works with Director to coordinator and ensure training completion by Peer Educators.
  • Assists Director with the management of the peer mentor program.
Website
  • Serves as primary liaison with web designer.
  • Reviews SMMS website on a weekly basis to ensure content is current.
  • Identifies articles for posting to the office’s website on a weekly basis.
  • Plans and implements quarterly and annual reviews of website content with the assistance of the leadership team.


Req ID (Ex: 10567BR)
17812BR

Disclaimer
The University of Kansas prohibits discrimination on the basis of race, color, ethnicity, religion, sex, national origin, age, ancestry, disability, status as a veteran, sexual orientation, marital status, parental status, gender identity, gender expression, genetic information and retaliation in the University's programs and activities. Access to information regarding equal opportunity and diversity worksite posters is available at http://www.humanresources.ku.edu/policies_procedures/category_details/index.aspx?category=8 or you may contact 785-864-4946 or employ@ku.edu for alternate access options.  Any  inquiries regarding the non-discrimination policies should be directed to: Executive Director of the Office of Institutional Opportunity and Access, IOA@ku.edu, 1246 W. Campus Road, Room 153A, Lawrence, KS, 66045, (785)864-6414, 711 TTY

Work Schedule
M-F; 8 hours
Flex schedule will be required as needed.

FLSA Status
Nonexempt

Conditions of Employment
Contingent on Funding

Contact Information to Applicants
Leticia Gradington
785-864-1183

Required Qualifications
  1. Bachelor’s degree and one year of related job experience.
  2. Participation in record keeping and some experience in administrative duties as well.
  3. Strong written and oral communication skills as demonstrated by application materials and interview.
  4. Work history that required working both independently and as part of a team.
  5. Work history that required the use of computers, including Microsoft Office Suite.
  6. Experience with public speaking (as evidenced by coursework, extracurricular activities or professional presentations).
  7. Experience in developing print and electronic publications, websites and marketing communications.
  8. Previous experience with providing financial literacy programs, providing financial planning or similar financial programs.


Employee Class
U-Unclassified Professional Staff

Advertised Salary Range
$35,000

FTE
1.0

Preferred Qualifications
  1. Bachelor’s Degree in business administration with concentration in finance.
  2. Previous experience in supervising students.
  3. Demonstrated experience working with diverse populations.


Position Overview
The Education Program Specialist will manage the office’s programming services, transitional programs and participate in educational outreach, consultative services, marketing activities, website maintenance, and social media.
 
Outreach activities include development of social media and other communication materials, participation in programs coordinated by Student Money Management Services and providing program information during orientation. Participate in outreach activities to connect both prospective and current students to educational opportunities coordinated by Student Money Management Service and other campus units.
 
The Education Program Specialist must have strong communication skills and computer skills.  Performs a variety of program management and coordination tasks that are non-routine and non-repetitive in nature. 

Student Money Management Services is a division within Student Affairs. This position reports to the Director for Student Money Management Services.

Reg/Temp
Regular

Application Review Begins
07-Oct-2020

Anticipated Start Date
04-Jan-2021

Additional Candidate Instruction

In addition to the online application, the following documents are required to be considered for this position:

  1. A cover letter addressing how required and preferred qualifications are met.
  2. Resume or curriculum vitae.
  3. Contact information for three professional references.

Application review begins Wednesday, October 7th  and will continue as needed to collect a pool of qualified applicants. For best consideration, please apply by October 7th. 

Applicants selected for interviews may be required to give a 5-10 minute presentation demonstrating their ability to communicate to current University of Kansas students on programs provided by Student Money Management Services. If you might require an accommodation in order to participate in the on-campus interviews and/or the presentation, please contact Catherine E. Johnson, Director ADA Resource Center for Equity & Accessibility, cej2@ku.edu, 785-864-5360, five days prior to the scheduled interview. 

 



Job Family
EducationalSuport&Delivery-KUL