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Financial Capability & Intake Officers x7

Good Shepherd Australia New Zealand

Our three-year strategy outlines the world we want to see and our role advancing in it. It also speaks to the positive impact we will deliver to support women, girls and families to be safe, secure, strong and connected. We are committed to tackling the issues of our time which adversely affect them. We work to advance equity and social justice and support our communities to thrive.

We seek to increase economic participation and wellbeing, to build resilience, improve safety and bring about system change. We offer micro-finance programs and products, financial counselling and coaching, family violence support, parenting programs and playgroups, education programs and community houses. These services are complemented by research and advocacy to address the underlying structural causes of injustice, exclusion, and inequality.

About the role

We are recruiting for 7 Financial Capability & Intake Officers.

The COVID NILS team will be made up of skilled professionals working closely to deliver a holistic, multi-channel model of support across economic wellbeing, family violence and family services that is person centred and linked into other community support services.

This will be a National team that will ensure that people who present with financial and personal disadvantage as a result of COVID 19 are supported and empowered to address immediate and longer term financial and personal risks and vulnerability.

As a Good Shepherd Financial Capability Intake Officer, part of the COVID Nil’s team you Receive and triage intake calls, show empathy and take a client-directed approach that empowers and supports a person to tell their story, enables you to identify disadvantage or trauma and ensures appropriate referral.

Some of your key responsibilities will include but not be limited to;

  • As the initial point of client contact, you will be required to assess a person’s presenting financial, personal and any other relevant circumstances; provide information and options, agree and obtain client consent for referral
  • Undertake high quality, trauma informed intake and assessment and provide initial support, consultation, triage and warm referral to internal or external services. Internally the person may be directed to a, Financial Counsellor, Social Worker, Family Violence Worker, and Family Support Worker. You may refer to external organisation where appropriate
  • Collect and enter client information taken during intake into the relevant systems (including the loan origination system) or share information as appropriate

About you:

  • Minimum requirements - Diploma in Financial Counselling; or Core Financial Capability units of the Diploma of Financial Counselling; or Diploma Community Services
  • Experience in community service, financial counselling or financial capability service delivery
  • Ability to communicate and demonstrate human rights, social and economic justice in practice
  • Understanding of the Australian financial and credit system, including debt traps
  • Demonstrated understanding of the community services system
  • Skills in phone intake, assessment and triage
  • A knowledge of referral options and the ability to make specialised referrals in response to identified client goals
  • Demonstrated time management skills
  • Capacity to enter relevant, accurate and timely data
  • A satisfactory Police Check
  • A current Working with Children’s Check (WWCC)

Why Good Shepherd?

At Good Shepherd, each member of our team is valued, we strive to support people to grow both personally and professionally. We offer generous conditions and flexible working hours to support employees to balance their personal and work life.

Benefits include:

  • Salary packaging (which can add up to $15,900 in tax-free pay per year)
  • Paid study leave
  • Paid parental leave
  • Gifted leave at Christmas and Easter
  • Additional purchased annual leave
  • Flexible work hours/working from home where possible
  • Long service leave due after 10 years, with access after seven
  • Employee Assistance Program, a free and confidential counselling service

To find out more about the role and to review the position description please explore our website.

How to apply

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