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Job ID: 134786

TRIO Financial Literacy Coordinator and Advisor (4555U)
University of California Berkeley

Date Posted Dec. 11, 2019
Title TRIO Financial Literacy Coordinator and Advisor (4555U)
University University of California Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Fiscal Services

TRIO Financial Literacy Coordinator and Advisor (4555U)

About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Departmental Overview

The Disabled Students' Program (DSP) is recognized for its commitment to ensuring that all students with disabilities have equal access to educational opportunities at UC Berkeley and helps students to achieve academic and career success through its programs. DSP offers a wide range of services for students with disabilities.

Our DSP TRIO program is funded through the US Department of Education, a federal Student Support Services program, which provides us with an opportunity to enhance the academic development of our students participating in the program. Our DSP TRIO program serves 250 disable students needing additional academic support.

The Financial Literacy Project Coordinator and Advisor(s) for TRIO at UC Berkeley's Disabled Students Program will play a crucial role in developing the necessary skillsets for TRIO students to be financially literate for the 21st Century as well as reduce indebtedness upon graduating. Further, the Financial Literacy Project Coordinator and Advisor(s) will engage TRIO at DSP students on key financial literacy topics, such as money management, credit-building, predatory lending, financial planning, asset allocation, investing, insurance and consumer issues. In addition, helping students acquire scholarships, developing personal statements, and assisting with graduate school applications. The intent of these services is to ensure the academic success, retention, and graduation of students with disabilities as stipulated in the Disabled Students Program US Department of Education TRIO/Student Support Services (SSS) grant.

The TRIO Financial Literacy Project Coordinator and Advisor (s) will be relied upon to apply advanced professional financial and career counseling concepts; to work with each student to coordinate the services; locate relevant scholarship and graduate schools to assist students further their education and financial endeavors.

The ideal candidate for this position will have a flexible schedule and can be available to assist students during the TRIO Center afternoon and evening open hours, Tuesday through Friday (4 days a week). The center is open from 12pm to 8pm each day with most workshops being offered late afternoons and/or early evenings to accommodate student schedules.


  • Support growth and program development of the TRIO program.
  • Manage administrative infrastructure, including program description, strategic plan and assessment tools (formative and summative).
  • Oversees TRIO Slottman Hall Unit One Center, and managing calendar of events.
  • Develop and coordinate event programs (orientation sessions and workshops), including generating workshop topics and identifying and confirming facilitators.
  • Develop curriculum with campus stakeholders for workshop series.
  • Monitor student development progress through weekly individual consultations.
  • Support students with financial literacy 101 (online financial literacy program) and Mint (mobile app that connects to student checking savings and credit card accounts)
  • Schedule and organize meetings/events and maintain agenda.
  • Ensure technology is used correctly for all operations (video conferencing, presentations etc.)
  • Keep updated records, create reports and proposal (Blumen database system)
  • Participate in team meetings and trainings, including weekly team meetings with TRIO staff, mid-semester and semester review team meetings; and training and professional development, as applicable.
  • Manage communications (media and social media)
  • Help build positive relations within the team and external parties, including collaborating with key campus stakeholders such as Financial Aid and Scholarships Office, Other Student Support Services (EOP, McNair) Bears for financial Success and Graduate School Office.
  • Become a resource on campus by gaining familiarity with campus and community resources.
  • Recruit students to participate in workshops.

Required Qualifications

  • Comprehensive understanding of key financial literacy topics, such as money management, credit-building, predatory lending, financial planning, asset allocation, investing and insurance and consumer issues.
  • Knowledge of Mint, or other similar databases/mobile apps that connects to student checking, savings and credit card accounts, as well as to any investments or loans, tracking and categorizing in real time student revenue and expenses.
  • Knowledge of best practices in facilitating workshops in financial literacy, including pedagogies that engage workshop participants at a high level and students with disabilities.
  • Knowledge of program management, development procedures, and best outreach practices.
  • Personal acumen to communicate with students, faculty, staff, and vendors concerning access accommodations.
  • Excellent interpersonal skills required to work effectively with students with disabilities.
  • Excellent oral and written communication skills needed to work with faculty and other campus entities regarding a student's accommodations and other academic needs.
  • Excellent time-management and organizational skills.
  • Detail-oriented, efficient, tech savvy and proficient with MS Office and Adobe suite.
  • Demonstrated ability to work independently as well as in a team environment.
  • Able to function in both Mac and PC environment and be comfortable working with various software programs and database systems.
  • Ability to work with diversity and multi-disciplinary teams.
  • Two years of related work experience.

Preferred Qualifications

  • Understanding of the legal framework involving accommodations for students with disabilities through state and federal laws and regulations.
  • Knowledge of procedures for assessing and determining disability accommodations issues, including the Disability Compliance Office procedures.
  • Experience working with college students with disabilities.

Salary & Benefits

The hourly salary of the position is: $25.00

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Other Information

This is a part-time, limited (up to 900 hour) position that will terminate at the end of the academic year, with the possibility of extension after a short work break in the summer.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

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