Student Financial Planning Counselor
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 Essential Job Functions 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
