Title: Graduate Assistant for Peer Financial Education
Position: Student Academic Appointment
Duration: January 2023 to May 2023, with opportunity for renewal in AY24
Position Open to: All full-time IUB Masters and PhD students
Remuneration: $22,000 academic year/20 hours a week
Sponsoring Unit: Office of Financial Wellness & Education
Location: 504 N Fess Ave., Bloomington, IN 47405
Application Deadline: November 27, 2022
Beginning Fall 2022 the position will have a .50% FTE (i.e. 20 hours per
week for academic year and be eligible for student health insurance. A fee
remission is available as part of the package. Priority for this position will be
given to those early in their academic program as the ideal candidate will be
able to work with office for more than one semester. Preference will also be
given to those who would be able to work part-time during the summer.
The Office of Financial Wellness & Education serves students across all IU
campuses to help them make informed financial decisions and provide
resources to help them overcome financial barriers to college completion.
When the program first was established, the focus was on reducing student
loan debt. Over the last few years, the Office has placed more an emphasis on
ensuring the education provided helps reduce financial stress. The Office offers
a comprehensive suite of free services available to all students through its
MoneySmarts program, including:
• Confidential one-on-one appointments
• Presentations for any class, student organization, or any other
• Online financial education resources such as MoneySmarts U,
In addition to the MoneySmarts program the Office also runs the Higher
Education Financial Wellness Alliance (HEFWA). This national organization is
focused on helping higher education institutions across the country in their
efforts to provide financial wellness services to their students. HEFWA owns
and operates the CashCourse financial education platform, which is currently
available to students at 400 different institutions across the country. HEFWA
also runs an annual Summit, which is attended by individuals from institutions
across the country. The 2023 Summit will be held at the University of Oregon
from July 16-18, 2023.
The Office also helps coordinate a college savings initiative focused on
promoting the benefits of 529 plans (529.iu.edu). Much of the outreach for the
initiative is to faculty and staff at Indiana University to encourage them to better
financially prepare for if they, or a loved one, decide to attend college. The
program has resulted in employee direct deposit contributions increasing from
$103,000 in 2018 to $498,000 in 2021.
Duties and Responsibilities
The responsibilities of the Graduate Assistant for Peer Financial Education
include, but are not limited to:
• Leading daily operations of the Peer Financial Education program
including scheduling, client service, and
• Overseeing development of peer financial educators (PFEs), including
the facilitating of training and PFE evaluation
• Educating students on financial education via one-on-one appointments
and group presentations
• Serving as the lead for the hiring of new PFEs
• Collaborating with other campus units/departments to development
partnerships that lead to increased office traffic
• Representing the Office at various events across the University to
promote its services
• Coordinating with office personnel to communicate new content ideas
that would benefit IU community
• Responding to inquiries.
• The Graduate Assistant will also participate in various stages of the
development, delivery, and assessment of services facilitated by the
Center. As the preferred candidate will be able to work for the office
during Summer 2023, the Graduate Assistant will also be required to
attend the Higher Education Financial Wellness Summit in the summer
of 2023. Other responsibilities may include additional survey
development, marketing and promotions, and working with designated
Preferred applicants must be enrolled in a Master’s or doctoral program
at Indiana University and must have a strong interest in and experience
with leading, mentoring, and client service. While the ideal candidate will
have some financial knowledge, it is not a requirement. The position
requires knowledge of common office applications (Microsoft Word,
Excel, and PowerPoint) as well as social networking services. Applicant
must have excellent verbal and written communication skills, be well
organized, and be able to work independently and as part of a team.
Applicant should have experience in project management, public
speaking, and leadership. A strong interest in mentorship, student
wellness, and working with other students is especially important.
The position is available for the Spring 2023 semester, but can be
extended into the 2023-2024 academic year. In addition, there is
opportunity for employment during Summer 2023 that would be funded
outside of the listed stipend. Graduate Assistant is expected to work 20
hours a week and must be eligible for a Student Academic Appointment.
How to Apply
Applications will be accepted until November 27, 11:59pm Eastern Time.
To apply, please email the application materials below in a single PDF
(use title “Application for PFE_GA_Your last name”) by November 27,
11:59pm Eastern to the Executive Director, Phil Schuman
at firstname.lastname@example.org. The subject line should contain the words “PFE
1. Cover letter and resume.
2. 300-word essay addressing the following prompt: What sets you
apart in terms of your skillset in working with or supervising other
3. Contact information of three references.
The office will interview the final candidates the weeks of November 28 and
Indiana University is an equal opportunity and affirmative action employer. All
qualified applicants will receive consideration for employment without regard to
race, color, ethnicity, religion, age, sex, sexual orientation or identity, national
origin, disability status, or protected veteran status. This institution is also a
provider of ADA services.
Questions: If you have any questions regarding the position, please contact
the Executive Director at email@example.com.