Financial Aid Assistant

Under the direction of an assigned supervisor, provide assistance and information to students applying for financial aid; perform a variety of general clerical duties; maintain lists and statistics related to assigned activities.

Provide assistance and information to students applying for financial aid; answer telephones and greet visitors; interpret and explain related rules, policies, procedures and regulations.

Assist students in the completion of financial aid applications and verification forms; review documentation; determine applicant status; determine eligibility for fee waivers; schedule interview appointments.

Perform a variety of general clerical duties; compose routine correspondence; maintain filing systems; type and process various lists, forms and cards.

Compile and maintain a variety of statistical information related to financial aid; prepare statistical reports as required.

Produce and mail various verification forms and notices to students including award and eligibility letters; update student records in computer utilizing specialized software.

Communicate with the public, other departments and outside agencies to exchange information; refer to appropriate financial aid staff; provide information on the availability of grants, loans and scholarships.

Provide work direction and guidance to student workers.

Attend various workshops and training seminars as assigned.

Perform related duties as assigned.

Any combination equivalent to: graduation from high school and two years of general clerical experience.

• Modern office practices, procedures and equipment.
• Telephone techniques and etiquette.
• Statistical record-keeping techniques.
• Operation of a computer, specified software and data entry techniques.
• Correct English usage, grammar, spelling, punctuation and vocabulary.
• Oral and written communication skills.
• Interpersonal skills using tact, patience and courtesy.
• Business letter composition and basic report preparation.

• Learn the financial aid application procedure.
• Maintain accurate and complete files and records.
• Learn and explain the scholarships, grants, loans and awards available through the college and the requirements of these programs.
• Learn, apply and explain laws, rules and regulations related to assigned activities.
• Communicate effectively both orally and in writing.
• Establish and maintain cooperative and effective working relationships with others.
• Perform clerical duties such as filing, typing and duplicating materials.
• Answer telephones and greet the public courteously.
• Complete work with many interruptions.
• Compose correspondence and written materials independently.
• Operate office machines including a computer and specified software.
• Meet schedules and time lines.
• Work confidentially with discretion.