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

university-affiliated program

• Online financial education resources such as MoneySmarts U,

CashCourse, MoneySmarts.iu.edu

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

partners.

Qualifications

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.

Schedule

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 phaschum@iu.edu. The subject line should contain the words “PFE

Graduate Assistantship”.

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

students?

3. Contact information of three references.

The office will interview the final candidates the weeks of November 28 and

December 5.

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 phaschum@iu.edu.