Generational Wealth Coordinator - Rochester, New York, , United States

Only for registered members Rochester, New York, , United States

1 day ago

Default job background
Hours: · 40 · Schedule: · This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm. Must be flexible to meet current and future business needs. · Comprehensive Benefits: · ESL offers a competitive benefits package which focus ...
Job description

Hours:


40

Schedule:


This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm. Must be flexible to meet current and future business needs.

Comprehensive Benefits:


ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay and Incentive Plan:


Starting Pay: $31.11 per hour  Pay Range: $27.53- $34.70 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

Purpose:


The purpose of this position is to support various functions for our Generational Wealth initiative, particularly those advancing opportunities for homeownership. The Coordinator will assist with operational tasks, troubleshoot software and vendor communications, and support the processing of down payment assistance grants for first-time homebuyers. The role includes problem solving and finding creative solutions as needed to support team success.

Accountabilities:


Support internal operations for Generational Wealth initiative

  • Support efficient implementation of processes for Generational Wealth activities
  • Troubleshoot software and communication system challenges in-house or by contacting vendors
  • Assist with internal coordination and documentation for Generational Wealth activities
  • Support preparation of materials such as reports or presentations for internal and external meetings
  • Serve as backup for Generational Wealth Grants Administrator as needed

Assist with homebuyer down payment assistance process

  • Support the Grant Administrator in processing and tracking down payment assistance funding
  • Communicate with applicants to ensure complete and accurate submissions
  • Provide relevant information to internal decision-makers for file review
  • Produce reports or process updates to support decisions and/or reporting

Assist with strategies to increase the supply of homes for purchase by first time homebuyers

  • Support Generational Wealth team members as needed to support decision making, analysis, or review of opportunities to support housing supply
  • Support coordination with service partners, collaborates and vendors as needed
  • Respond as needed to internal and external inquiries related to housing supply initiatives

Performs additional tasks which support the business and provide ongoing self-development

  • Support general business/nonprofit operations as needed
  • Develop a strong working knowledge of Generational Wealth processes and strategies
  • Support Business Analyst and other team members to ensure the integrity of data used for reporting and analysis
  • Support internal partners and stakeholders with inquiries related to Generational Wealth

Qualifications:

  • Bachelor's degree in business administration, nonprofit management, real estate,  urban planning, public policy, economics, housing studies, sociology, statistics, ethnic studies or related fields or four years of equivalent experience
  • In addition, a minimum of two years of experience in civic engagement, financial services, real estate, urban planning, or related field
  • Strong communication skills applicable to business and community settings
  • Competency with Microsoft Office software: Word, Power Point, and Excel
  • Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper

Preferred Qualifications:

  • Bachelor's degree in business administration, non-profit management, urban planning, or economics preferred
  • At least 2 years of experience in real estate, housing counseling, financial empowerment, community development, or nonprofit grantmaking
  • Coursework requiring some quantitative analysis or statistics preferred
  • Experience with down payment assistance programs, mortgage processes, or housing-related software systems
  • Experience gathering and organizing data for reporting or analysis
  • Experience in residential construction, design or real estate development
  • Working knowledge of housing equity issues and generational wealth disparities
  • Experience supporting cross-functional teams and external partnerships
  • Working knowledge of and demonstrated commitment to equity in work and community settings

We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-JF1

#LI-Hybrid



Similar jobs

  • Work in company

    Generational Wealth Coordinator

    Only for registered members

    The Generational Wealth Coordinator supports various functions for our Generational Wealth initiative. This includes operational tasks, troubleshooting software and vendor communications, and supporting the processing of down payment assistance grants for first-time homebuyers. · ...

    Rochester $27.53 - $34.70 (USD)

    2 days ago

  • Work in company

    Generational Wealth Coordinator

    Only for registered members

    The purpose of this position is to support various functions for our Generational Wealth initiative. · ...

    Rochester, NY

    2 days ago

  • Work in company

    Executive Administrative Assistant

    Only for registered members

    Job Description · Become an integral part of Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique This role provides a platform for professional growth and skill enhancement. Be part of a team that is ...

    Rochester $30.14 - $42.79 (USD)

    23 hours ago

  • Work in company

    Managing Director

    Only for registered members

    The Managing Director is responsible for the management and business development of Tompkins Financial Advisors in an assigned market. · ...

    Rochester

    1 month ago

  • Work in company

    Managing Director

    Only for registered members

    The Managing Director will be responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. · ResponsibilitiesDeliver Comprehensive Wealth Management Services-Ensure clients receive full-spectrum services: investment managemen ...

    Rochester $160,000 - $200,000 (USD)

    1 month ago

  • Work in company

    Wealth Management Client Relationship Manager

    Only for registered members

    Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams ...

    Rochester $62,500 - $87,500 (USD)

    1 week ago

  • Work in company

    Summer Associate

    Only for registered members

    Purpose: Five Star Bank's Summer Associate Program is designed to develop the next generation of financial services professionals to help us advance our vision of being an independent high-performing community bank. · ...

    Rochester, NY

    1 week ago

  • Work in company

    Managing Director

    Only for registered members

    The Managing Director is responsible for the management and business development of Tompkins Financial Advisors in an assigned market. · ...

    Rochester, NY

    6 days ago

  • Work in company

    Wealth Management Associate

    Only for registered members

    Wealth Management Associate to provide technical and client service support to our Financial Advisors. · This early-career role is ideal for someone eager to learn the wealth management industry and build strong foundational planning, investment, and service skills.Implement chan ...

    Rochester $55,000 - $70,000 (USD)

    1 week ago

  • Work in company

    Wealth Management Associate

    Only for registered members

    We are seeking a motivated and detail-oriented Wealth Management Associate to provide technical and client service support to our Financial Advisors. · ...

    Rochester, New York, United States

    1 week ago

  • Work in company

    Wealth Management Associate

    Only for registered members

    · Overview · WHO are we looking for? · We are seeking a motivated and detail-oriented Wealth Management Associate to provide technical and client service support to our Financial Advisors. This early-career role is ideal for someone eager to learn the wealth management industry ...

    Rochester, New York, United States $60,000 - $95,000 (USD) per year

    1 day ago

  • Work in company

    Mortgage Loan Consultant

    Only for registered members

    The Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. · ...

    Rochester

    1 week ago

  • Work in company

    Assistant Professor

    Only for registered members

    The Department of Neurology at the University of Rochester invites applications for a full-time Assistant Professor in General Neurology with an emphasis on Headache Medicine. · Provide inpatient and outpatient expert care for patients with general neurologic disorders. · ...

    Rochester, NY

    1 week ago

  • Work in company

    Wealth Management Solutions, Trust

    Only for registered members

    Wealth Management Solutions are delivered by J.P. Morgan through its Global Trusts & Estates Practice. · Analyze trust documents. · Make recommendations regarding trustee powers. · Oversee investment decisions. · ...

    Rochester, NY, United States

    1 week ago

  • Work in company

    Travel Registered Nurse ER Job

    Only for registered members

    This standout ER assignment is designed for seasoned professionals who thrive under pressure deliver compassionate life-saving care in fast-moving environments. Starting on 03/16/2026 this position offers a flexible duration guided by your expertise and the needs of the facility ...

    Rochester $1,793 - $1,971 (USD) Freelance

    2 weeks ago

  • Work in company

    Assistant Professor

    Only for registered members

    The Division of Cognitive and Behavioral Neurology within the Department of Neurology invites applications for a full-time Assistant Professor of Clinical Neurology. · ...

    Rochester - NY

    6 days ago

  • Work in company

    Operations Coordinator

    Only for registered members

    The Operations Coordinator will play a pivotal role in ensuring the smooth and efficient operation. They will work closely with various departments and teams to streamline processes, manage resources, and maintain high service standards. · Find opportunities to assume responsibil ...

    Rochester

    1 month ago

  • Work in company

    Project Manager

    Only for registered members

    We are seeking an Electrical Project Manager with a background in managing industrial manufacturing projects. The ideal candidate will have a strong background in project management, contract management, customer-facing tasks, scheduling, cost control, risk management, and budget ...

    Rochester

    1 month ago

  • Work in company

    Executive Assistant to the President

    Only for registered members

    The Executive Assistant to the President & CEO plays a pivotal role in synchronizing high-level decision-making processes, · Candidate will have an Associate's Degree with at least 3 years directly supporting a CEO or executive leader.Candidate will have an Associate's Degree wit ...

    Rochester

    1 week ago

  • Work in company

    Mortgage Loan Consultant

    Only for registered members

    We are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. We offer competitive compensation, great benefits, and professional development opportunities. · ...

    Rochester

    1 week ago