Financial Services Assistant

Full Time / Hourly / Non-Exempt

WORK SCHEDULE

Monday through Friday 8:00 am - 5:00 pm

JOB SUMMARY

The Financial Services Assistant is a dual-function role responsible for the input of student data and initial financial enrollment. This position manages the enrollment of new undergraduate students in a payment plan and serves as a front-line cashier for the Business Office. The primary purpose is to ensure high-level customer service for new, incoming students while providing professional, accurate processing of university funds and student account payments.

RESPONSIBILITIES

Essential Functions:

* Payment Plan Enrollment:
Enroll new, undergraduate students in a payment plan with high levels of efficiency and accuracy.

* Cashiering Operations:
Process payments for tuition, fees, and other university income via cash, check, and credit card; manage the distribution of student refund checks.

* Data Stewardship:
Direct management of CRM data accuracy, including information collected at college fairs, church events, and on-campus recruitment activities.

* Financial Reconciliation:
Accurately balance the daily cash drawer and prepare bank deposits in accordance with university financial policies.

* Academic Documentation:
Process transcripts and other essential documentation for new applicants to ensure timely admissions decisions.

* Customer Service:
Provide professional communication and assistance to prospective students and parents regarding both application status and billing/payment plan inquiries.

* Ability to work under pressure and meet deadlines

* Ability to maintain positive interpersonal relationships

* Ability to work independently

* Ability to operate office equipment

* Ability to provide quality customer service

* Additional duties as assigned