Student Financial Advisor

Tyndale University•Toronto, ON

14d•Onsite

About The Position

The Student Financial Advisor serves the Tyndale University student body by processing charges, student inquiries, payments, refunds, adjustments, invoices, government loans administration, records management, and financial advising while delivering excellent customer service. The position also assists the Student Financial Services Manager in providing financial and data analysis for management while also being involved in various operational process.

Requirements

Undergraduate university degree or equivalent (i.e. BA, BSc, BComm, etc.)
1-2 years in data management/analysis
2 to 3 years related experience
Experience working with accounting software
Able to multi-task, prioritize, and work efficiently in a fast-paced environment
Able to work independently as well as part of a team
Excellent organizational skills with strong attention to detail and accuracy
Good experience with MS Office (Excel, Word)
Strong analytical, decision-making, and problem solving skills
Strong inter-personal and customer service skills with the ability to be a persuasive, professional advocate for the organization
Committed to confidentiality
Committed to Tyndale's mission, values, statement of faith and community standards statements
Flexible and consistent
Passionate about serving family, church, work and community
Self-starter and team oriented
Moderate stress from multiple project deadlines and multiple distractions
Sitting and using office equipment for long periods of time.

Nice To Haves

Accounting degree, preferred
Working knowledge of OSAP preferred

Responsibilities

Act as a front desk contact for Student Financial Services, providing a professional, welcoming and customer service-oriented environment to all students.
Coordinate with other departments (Admissions, Campus & Conference Services, the Registrar’s Office, Student Development & CAE) regarding charges, payment, refunds, government loans, invoices, adjustments, scholarships and bursaries, etc.
Address internal and external student account inquiries via phone, e-mail, mail and in person, and refer to other departments as necessary.
Prepare mass email communications to students.
Handle student complaints in a professional, timely and effective manner.
Assist students in loan application inquiries and appeals.
Work with the Ministry of Training to resolve additional requirements or restrictions for certain applications.
Ensure timely and accurate communications with students and the Ministry of Training.
Prepare entries for all account receivable related adjustments.
Prepare daily deposit and refund.
Maintain and develop various Account Receivable related worksheets for both internal and external use.
Prepare students’ invoices and letters, as requested.
Work with IT developers to automate processes.
Improve the efficiency of SFS team by reviewing policies and procedures.
Assist in other projects/research as assigned.
Assist students and families in planning and managing their educational costs and exploring other financing options (i.e. government loans, bank loans, bursaries and alternate means of education financing).
Set up payment plans with students and ensure regular follow-up with students’ regarding their financial situations.
Assist Senior Financial Advisor in managing delinquent accounts, i.e. notifying students of delinquent accounts and following up, providing payment plan proposals to students.