Note: The job is a remote job and is open to candidates in USA. GFI Team Ikigai is a financial services organization committed to helping families achieve financial security through personalized guidance and resources. The Financial Services Advocate provides financial counseling, develops individualized plans, supports access to public benefits and community resources, coordinates referrals, and maintains accurate client documentation and outcome reporting.
Responsibilities
- Provide empathetic and tailored financial counseling to families, assessing their unique needs and goals
- Develop and implement personalized financial plans that include budgeting, savings, investments, and debt management strategies
- Educate families on financial best practices and resources available to them
- Collaborate with internal teams to ensure clients receive comprehensive support and services
- Maintain up-to-date knowledge of financial products, services, and industry trends
- Track and report on client progress, ensuring satisfaction and continuous improvement
- Ensure timely and accurate access to public benefits and community resources for assigned families
- Complete eligibility screening and benefits intake for 95% of new referrals within 10 business days
- Achieve successful application submission (complete & correctly filed) for 90% of benefits cases managed within 30 calendar days of intake
- Maintain documented contact with 100% of active clients at least once monthly and according to the individualized service plan schedule
- Reduce gaps in service (unplanned service interruptions >14 days) by 50% over baseline within 6 months
- Case records for 98% of active clients are complete and stored within the electronic record system within 3 business days of each contact
- Submit monthly outcome reports with accurate metrics for assigned caseload on schedule 100% of months
- Make appropriate referrals to clinical staff, community agencies, or vendors within 5 business days for 95% of identified needs requiring external intervention
- Achieve a 90% confirmation rate of appointment/referral follow-through (verified attendance or documented reason for non-attendance) within 30 days of referral
Skills
- Our ideal candidate is passionate about making a difference in people's lives
- You should have strong interpersonal skills, a solid understanding of financial principles, and a proactive approach to problem-solving
- Strong knowledge of public benefits programs and eligibility rules
- Proficiency with client management and electronic health/case record systems
- Organized documentation and time-management skills
- Effective verbal and written communication with diverse populations
- Basic problem-solving and service navigation techniques
- Cultural competence and trauma-informed approaches
- Ability to collaborate with clinical staff and external agencies
- Reliable remote-work practices including secure data handling
- Previous experience in financial counseling or a related field is a plus
- Relevant experience in case coordination, community resource navigation, social services, rehabilitation supports, or related fields is highly beneficial
Benefits
- Remote work arrangement with flexibility and work-life balance
- Ongoing training
- Career development opportunities
- Supportive company culture that values diversity and inclusion
- Collaborative environment
Company Overview