Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • San Francisco


TRIO Financial Literacy Coordinator and Advisor (4555U) 3352 - 3352
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) supports students with disabilities in achieving academic success at the world's top-ranked public higher education institution. Our staff includes disability specialists, professional development counselors, and accessibility experts that work with students with disabilities throughout their educational career.

The DSP TRIO/SSS Project is designed as a critical component of DSP's services for undergraduate students to promote retention and graduation. The Project provides supplemental support services to students who are new to Cal, students who are at academic risk, students whose disabilities are particularly challenging, and students who are preparing to make the transition to graduate school or careers.

The Financial Literacy Project Coordinator and Advisor for TRIO at UC Berkeley's Disabled Students Program will play a crucial role in developing the necessary skill sets 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 will engage TRIO at DSP students on key financial literacy topics, such as money management, credit-building, predatory lending, financial planning, asset allocation, investing and insurance and consumer issue. Provides supplemental support services 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. Works as a team to accommodate DSP student needs, and understands that one's decisions can impact University compliance and liability under federal and state disability law and regulations.


Support growth and program development:

- Manage administrative infrastructure, including program description, strategic plan and assessment tools (formative and summative).

- Develop and coordinate event programs (orientation sessions and workshops), including generate workshop topics and identify and confirm facilitators.

- Develop curriculum with campus stakeholders for workshop series.

- Monitor student development progress through monthly individual consultations.

- Support students with Mint (a mobile app that connects to student checking. savings and credit card accounts, as well as any investments or loans, tracking and categorizing in real time to help students manage their revenue and expenses).

Administration and Coordination:

- Schedule and organize meetings/events and maintain agenda.

- Ensure implementation of policies and practices.

- Maintain budget and track expenditures/transactions.

- Ensure technology is used correctly for all operations (video conferencing, presentations etc.).

- Prepare paperwork and order material.

- Keep updated records and create reports or proposals

- 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)

- Attend relevant campus events and meetings, tabling on Sproul Plaza and other campus events.

- Help build positive relations within the team and external parties, including collaborating with key campus stakeholders such as the Financial Aid and Scholarships Office, specifically Bears for Financial Success, as well as Bank of the West to develop and conduct workshops each semester.

- Become a resource on campus by gaining familiarity with campus and community resources

- Recruit students to participate in workshops.

- Other duties as assigned.

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 accommodation issues, including the Disability Compliance Office procedures.

- Experience working with college students with disabilities.

Salary & Benefits

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 limited appointment at 50% FTE. The appointment duration will not exceed 900 hours.

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:

To apply, visit

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