Financial Services Assistant

Elizabethtown College•Elizabethtown, PA

3d•Onsite

About The Position

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.

Requirements

High school diploma is required; plus, two years of administrative experience.
Previous Financial Aid experience is desired.
This position requires a valid driver’s license for business travel purposes.

Responsibilities

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