Financial Planner
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Job Description
Financial Planner assisting students with financial aid applications and eligibility while supporting financial planning compliance. Offering clerical support, counseling, and guidance on essential financial topics.
Responsibilities:
- Provide financial aid assistance to prospective and enrolled students.
- Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance.
- Assist Veterans in the completion of the VA Benefits Application.
- Ensure compliance and confidentiality with all federal, state, and internal policies and procedures.
- Provide clerical support to both the Director of Financial Planning and Financial Counselor Manager.
- Counsel perspective students on financial aid eligibility and payment options.
- Work closely with other Financial Planners and staff all working toward departmental goals.
- Answer questions, inquiries or requests from students and parents in person or in writing regarding financial aid programs and eligibility.
Requirements:
- High School Diploma/GED Required
- Associate and/or Bachelor’s Degree preferred or a combination of education and experience
- 2 years customer service experience preferred
- Financial Aid Experience preferred, but not required
- Proficiency with MS Office, navigating the Internet, and learning database software systems is essential
- Salesforce experience a plus
Benefits:
- Paid time off
- Flexible work arrangements
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