Student Financial Planning Counselor

Johnson & Wales University • Charlotte, NC

2d • Onsite

About The Position

Counsels students and parents on financing a JWU education; provides information
on payment options, maintaining integrity of student records in accordance with
regulations and standards

Requirements

• Minimum of a bachelor's degree
• Experience working in financial planning, student services or other related experience
• Excellent communication (oral and written), presentation, organizational, and interpersonal skills
• Proficiency with Microsoft Office, including Teams, Word, Excel, PowerPoint and Outlook

Nice To Haves

• Bachelor's degree in finance or a related field of study
• Experience working in higher education
• Experience using Banner

Responsibilities

• Meets with students and families to review their accounts, financial aid package and discuss payment options
• Advises students regarding their financial obligations upon enrollment to the university
• Participates in a rotation schedule to staff the first point of contact service area (e.g. front desk) for visitors and callers
• Answers customer questions in a professional and courteous manner providing accurate information and/or referring to the appropriate staff members
• Audits students' accounts to verify the accounts are current and accurate
• Performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees