Financial Assistant

This fully remote, full-time role involves managing a portfolio of clients to provide personalized financial coaching and support, helping working families improve their financial well-being through debt reduction, credit strengthening, and cash flow management. The position requires engaging with clients via phone, chat, and email to understand their goals and barriers, while offering compassionate guidance during financial crises. Success in this role depends on building trusted relationships, thinking critically, and creating practical action plans for clients' immediate and long-term financial health.