Financial Aid Assistant II
Listed on 2026-11-02
-
Finance & Banking
Finance Assistant -
Administrative/Clerical
Finance Assistant
NOTE: New employees will be placed at the first step which is $57,828 per year, second step $60,756 per year or third step at $63,828 per year (depending upon experience). Based on current salary placement guidelines, all step increases for which an employee becomes eligible shall take place on July 1st of each fiscal year. These increases will occur, on annual basis, until the maximum step of $70,440 per year is reached on the salary schedule.
PositionTitle
Position Title Financial Aid Assistant II
Recruitment TypeOpen (Internal and External applicants)
Salary YEARLY$57,828, step 1 - $70,440, step 5 (see special instructions for initial step placement)
Position StatusPermanent
Overtime StatusNon-Exempt (eligible)
PositionFull-Time
# of Openings1
# of Hours Scheduled Per Week40
Monday – Friday
8:00am – 5:00pm
N/A
# of Months12
Non-work PeriodsN/A
Position DefinitionTo perform a variety of complex activities involving the dissemination of financial aid information to students and to perform technical and clerical tasks in the maintenance and documentation of financial aid information.
Distinguishing CharacteristicsFinancial Aid Assistant I – Positions in this classification are focused on routine, process driven tasks and performs less complex clerical or program support assignments while learning financial aid policies and procedures. Positions at this level usually exercise less independent discretion and judgement than that of a Financial Aid Assistant II.
Financial Aid Assistant II - Positions in this classification are assigned to the day-to-day complex technical duties in addition to general clerical work related to the assignment. Employees in this position have experienced knowledge of financial aid programs and procedures to independently assist students, staff, and community members at the front counter, over the phone, and through written and electronic correspondence.
Financial Aid Specialist - Positions in this classification are responsible for performing more specialized and complex technical duties within the work unit. Employees in this position also provide training and direction to departmental staff on a regular basis.
Financial Aid Specialist, Lead – Positions in this classification will help train and coordinate financial aid personnel. Employees in this position serve as an assistant to the Financial Aid Manager and provides on-going technical and functional lead supervision to the office staff.
Duties may include, but are not limited to, the following:
- Provides applications, information, and assistance to students regarding available financial aid programs, such as grants, loans, scholarships, and work study opportunities.
- Reviews financial aid application forms for accuracy and completeness; secures additional information from students as necessary; processes applications using District, state, and federal databases; prepares and maintains student files.
- Provides direct loan entrance counseling to students.
- Determines student eligibility for financial aid based upon student needs and program guidelines, policies and procedures; creates aid packages; notifies students of awards or denial of awards.
- Maintains state and federal financial aid consumer information, applications, and forms; maintains office supplies.
- Attends workshops and trainings to remain current with relevant laws, rules and regulations.
- Develops and modifies forms and procedures to ensure compliance with changing District, state and federal regulations.
- Compiles, analyzes and maintains data for record maintenance and preparation of various reports.
- Processes Federal Work Study (FWS) paperwork; compiles statistical data; processes changes in student allocations;…
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