Financial Advisor Jobs

About The Position

Requirements

• Bachelor’s degree or equivalent experience.
• At least 1 year of experience in admissions, financial aid, student services, housing, or related fields.
• Demonstrated commitment to providing excellent customer service, with a patient, solution-oriented, and empathetic approach.
• Excellent written and verbal communication skills, including the ability to communicate complex information clearly and professionally.
• Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and adapt to changing priorities in a fast-paced environment.
• Commitment to diversity, inclusion, and equitable access in housing and education.
• Demonstrated ability to work independently, exercise sound judgment, take initiative, and consistently follow through on assignments with minimal supervision.
• Ability to adapt to changing priorities while maintaining professionalism and a collaborative, team-oriented approach.

Nice To Haves

• Experience in sales, recruitment, and/or customer relationship management.
• Experience working with international students or in a multicultural environment.
• Proficiency in Google Workspace (Docs, Sheets, Drive), Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), SharePoint, Canva, Mailchimp, and Power BI.
• Experience working with student information systems (SIS), housing management software (e.g., StarRez), CRM systems, or other database management platforms.
• Experience presenting to groups, facilitating informational webinars, or conducting outreach and recruitment activities.

Responsibilities

• Serve as a primary point of contact for prospective applicants via email, phone, and in-person inquiries, providing timely, accurate, consistent, professional, and supportive guidance.
• Exercise independent judgment to resolve routine issues and determine when to escalate matters.
• Guide applicants through the I-House housing admissions process, including application submission, document collection, and contract review.
• Review, update, and verify the accuracy and completeness of applicant records to ensure data integrity, confidentiality, and compliance with institutional policies.
• Support the development and delivery of admissions communications, including email templates, notifications, and informational materials.
• Collaborate with internal departments as needed.
• Participate in system testing and provide feedback on application platform enhancements to improve functionality, accessibility, and the overall user experience.
• Maintain accurate records and documentation, follow established procedures, and escalate complex or sensitive situations in a timely manner.
• Manage a high-volume workload while balancing competing priorities and meeting established deadlines.
• Serve as the primary contact for all financial aid inquiries, offering clear guidance and timely support throughout the application process.
• Review financial aid applications for completeness and assist with preliminary eligibility checks.
• Manage documentation tracking, support award letter preparation, and ensure deadline compliance.
• Collaborate with Philanthropy and Marketing to develop materials for prospective applicants.
• Communicate with recipients regarding required documentation and status updates, including proactive follow-up on missing, incomplete, or inaccurate materials.
• Maintain confidentiality while exercising discretion and sound judgment when handling sensitive financial and personal information.
• Represent I-House at outreach and promotional events, including delivering public presentations, hosting and participating in informational webinars, tabling at fairs, and other recruitment-related functions.
• Identify and recommend new outreach opportunities and promotional events to increase applicant engagement and visibility.
• Support data collection and reporting for internal and external stakeholders.
• Participate in special projects as needed to improve the admissions and financial aid experience.
• Demonstrate flexibility and adaptability by supporting changing departmental priorities and operational needs throughout the year.
• Other duties as assigned.

Benefits

• medical coverage
• dental coverage
• vision coverage
• retirement contributions
• paid time off
• professional development support
• life insurance
• short-term disability
• long-term disability
• Flexible Spending Account (FSA)
• commuter benefits
• Employee Assistance Program (EAP)
• 403(b) retirement plan with employer match
• paid vacation
• paid sick time
• 14 paid holidays
• generous family leave and accommodations