boston planning & development agency

Financial Navigator

Job ID
Office of Financial Empowerment
# of Hours


Boston Office of Financial Empowerment

Financial Navigator Job Description 

The Financial Navigators Program aims to provide a rapid deployment of financial empowerment resources as part of the City of Boston’s emergency response via a phone-based COVID Response program through the Office of Financial Empowerment. Navigators will remotely serve residents and help clients navigate critical financial issues and make referrals to other social services and necessary resources. Services to be provided to individual callers will include comprehensive and up-to-date Federal, State and County based government and nonprofit resources, safety net services and financial prioritization guidance. Extensive training on content and systems is provided.


Duties include but are not limited to: 

  • Participate in initial training of client management database (Compass) and available resources 
  • Conduct outbound calls to work directly with clients to assess their needs and select appropriate guidance 
  • Select appropriate next steps and referrals to resources identified within Compass 
  • Collect data using Compass 
  • Follow required protocol and program requirements 


  • Expertise in one of the following required: community organizing, customer support, social services, coaching/mentoring, teaching, or other related fields 
  • Knowledge of financial services is beneficial but not required 
  • Ability to learn Salesforce system (Compass) and work with it on a daily basis

Essential Skills 

  • Excellent communication and interpersonal skills 
  • Strong attention to detail 
  • Self-motivated and adaptable 
  • Ability to use a client management database
  • Ability to understand financial challenges and provide empathy and help to clients 

Administrative Details


  • Position is 10-12 hours a week
  • Start date: January 19, 2021


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