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Student Financial Planning Counselor

Johnson & Wales UniversityCharlotte, NC
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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

501-1,000 employees

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