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Student Financial Assistant Jobs in Washington (NOW HIRING)

The Financial Aid Counselor will assist with the following important tasks: - Providing consistent and high-quality customer service to students and families on the Free Application for Federal ...

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Student Financial Assistant information

What is a student financial assistant?

Student financial assistants are individuals who help students navigate financial matters related to their education, such as applying for financial aid, scholarships, grants, and managing tuition payments. They may work in college or university financial aid offices, providing support and guidance to students and families. Their responsibilities often include answering questions about financial aid forms, assisting with budgeting, and ensuring students understand their financial responsibilities. Student financial assistants play a key role in making higher education more accessible by helping students secure funding and stay informed about their options.

What are the key skills and qualifications needed to thrive as a student financial assistant?

To thrive as a Student Financial Assistant, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, typically supported by coursework or relevant experience. Familiarity with financial management software, spreadsheets (such as Microsoft Excel), and student information systems is often required. Excellent customer service, problem-solving abilities, and clear communication help you effectively assist students and collaborate with staff. These skills ensure accurate financial processing, regulatory compliance, and positive interactions with students seeking support.

What are some typical challenges a student financial assistant may face when supporting students?

Student Financial Assistants often encounter challenges such as handling confidential information with discretion, managing a high volume of inquiries during peak times (like the start of semesters), and clearly explaining complex financial aid policies to students from diverse backgrounds. They must balance accuracy and empathy, ensuring students feel supported while adhering to regulations. Strong organization and communication skills are essential to navigate these aspects effectively.

What cities in Washington are hiring for Student Financial Assistant jobs?

Cities in Washington with the most Student Financial Assistant job openings:

Specialist III, Student Financial Services

Community College of Baltimore County

Catonsville, MD • On-site

$42K - $70K/yr

Full-time

Re-posted 14 days ago


Community College Of Baltimore County rating

8.8

Company rating: 8.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

45th of 627 rated colleges and universities


Job description

Class Description The position assists with the efficient operation of the Student Financial Services office, in collaboration with Business Services and Planning, Research, & Evaluation offices, to utilize data analytics on student account balances to improve communications and outreach about student balances by providing accurate analysis of student accounts through interaction with students and the college community. Minimum Requirements High School diploma/GED and 4 years full-time customer service and/or student account management experience or Associate degree and two (2) years of similar experience required. Must have proven excellent customer service skills and experience in a business working environment with customers using phone, email and in person communications.

Must have experience using Microsoft Office applications and utilize Excel and PowerBI at the intermediate level to facilitate reporting and outreach. Must complete and pass Microsoft testing modules which includes Word and Excel. Candidates with proof of current Microsoft Office Expert Specialist Certification do not need to test.

Experience working in Higher Education and student record keeping systems preferred Must be able to work overtime, some weekends, during peak periods and fill in for absences as needed. May have a regular work schedule which differs from a typical Monday through Friday, 8:30 - 4:30 schedule. Driver's License required.

Must be able to travel between campuses. Class Specific Essential Duties When speaking with students, faculty, staff, business partners and referring agencies/organizations, by phone, in person or email, the Student Specialist III, Student Account Outreach position must: 1. Monitor and update Banner, PowerBI and Excel reports.

2. Utilize data analytics and PowerBI dashboards to address routine student/parent inquiries regarding student balances, financial aid, and tuition & fee billing. 3.

Facilitate outreach and call campaigns, maintain student finance calendars, and schedule appointments with students both virtually and in person. 4. Demonstrate consistent courtesy, tact, professionalism, and possess strong customer service skills when communicating with students and college constituents.

5. Share knowledge of state and federal regulations and communicate with students utilizing Banner and customer relationships management system on balances due, pay plan options, scholarships, and other financial aid opportunities. 6.

Serve as point of contact over the phone for peer departments, and in person and online through customer relationship management system for students and parents. 7. Coordinate information flow and knowledge sharing across departments that help staff make informed decisions and increase levels of customer service.

8. Utilize intermediate Microsoft Excel skills and PowerBI platform to assist with managing student accounts.


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