Financial Services Assistant

Description

The Office of Financial Aid at Elizabethtown College is currently accepting applications for a Financial Services Assistant.

The primary purpose of the Financial Services Assistant is to support the Office of Financial Aid in recruiting and retaining students through responsive service to students and families, accurate administrative support, and effective data processing and analysis. The position works closely with students, families, and College staff and may assist with other office(s) functions as assigned.

ESSENTIAL FUNCTIONS

• •Serve as the primary receiver for all incoming phone calls, appointments and walk-ins, and emails, etc.
• •Provide welcoming, responsive service to students and their families, answering questions clearly, addressing concerns with care, and connecting them with the appropriate resources
• •Maintain confidentiality and discretion
• •Oversee mailing operations for Office of Financial Aid; as assigned
• •Work closely with the Office of Marketing & Communications on communication to stakeholders as assigned
• •Provide general information about federal, state, and institutional financial aid programs, regulations, and procedures for applying for financial aid
• •Maintain filing system including the purging and shredding of student files after the mandatory retention period
• •Keep track and order materials as needed
• •Assist with Enrollment Management Division College events such as Workshops, Open Houses, Accepted Student Days, and Orientations
• •Assist with the Federal Perkins Loan and Federal Work Study programs as needed
• •Assist with generating and printing first award letter packages for mailing
• •Assist the Director in reviewing reports and surveys for data accuracy
• •Keep abreast of Title IV regulations, along with state and institutional policies and procedures
• •Maintain working knowledge of the general services provided by Student Accounts, Registration, Academic Advising, and Admissions to respond to inquiries appropriately and accurately
• •Perform Quality Assurance checks of student aid files to ensure accuracy and compliance
• •Review and prepare students’ files for aid packaging
• •Maintain and update the office Daily and Workflow calendars and the Policies and Procedures manual (electronic and paper)
• •Manage the team functions: coverage; appointments; office purchases; and reconciling the office budget
• •Post withdrawal dates and send required exit counseling materials
• •Provide administrative and student service support to other College offices as assigned.
• •Manage multiple tasks and competing priorities while meeting deadlines and maintaining accuracy
• •Other duties as assigned

Requirements

To perform this position successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made.

Education and/or Experience

High school diploma is required; plus, two years of administrative experience. Previous Financial Aid experience is desired.

Certificates, Licenses, and/or Registrations

This position requires a valid driver’s license for business travel purposes.