Student Financial Planning Counselor

Job description

Summary 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 Required Qualifications: - 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 Preferred Qualifications: - Bachelor's degree in...