Financial Services Assistant Job Milwaukee area,Wisconsin USA,Administrative/Clerical

JOB REQUIREMENTS:

Financial Services Assistant Posting Number: NA01548

Employment Status:
Full Time | Job Family:
Enrollment Management, Admissions, and Financial Aid

Responsibilities

Verify the accuracy and completion of paperwork submitted for deposit, including counting cash and checks and data entry into People Soft.

Process check deposits using Online Electronic Deposit.

Consolidate and reconcile deposits received from various university departments for deposit to appropriate financial institutions.

Maintain an adequate supply of cash in the safe following written guidelines.

Maintain security of all cash and checks received for deposit into university accounts.

Prepare various reports on a daily and monthly basis using Microsoft Excel and People Soft.

Reconcile payments received into the bank from third‑party payment processors.

Process student cash reimbursement vouchers and student payments.

Prepare cash receipt vouchers and process group postings for student payments as needed.

Daily reconciliation of cash drawers in People Soft.

Review mail and distribute appropriately.

Distribute student and/or employee payroll checks and monitor unclaimed paychecks.

Process and balance the Cash Reimbursement Forms on a daily basis, and weekly request funds from the Comptroller to reimburse the Bursar Office.

Create ROTC, Military Health Professions, GE Healthcare, and other entity contracts, assign students to said contracts, and track student charges/credits throughout the semester to maintain billing accuracy; request and distribute billings to various entities and post payments when received.

Learn third‑party portals related to invoicing and payments.

Maintain an understanding of the functions of various university offices and how they relate to the student and the Bursar Office.

Process Ameri Corps requests and post the payments when received.

Prepare deposits for Physical Therapy, PA Program, Nursing, EMBA, and Graduate School.

Lift and move boxes of coin weighing up to 10 pounds per box.

Maintain confidentiality of student/parent information, department and university deposit information, and other records.

Schedule messengers for deposit pickup, material pickup and delivery on and off campus.

Hire, supervise, and train student workers; approve timesheets as needed.

Required Knowledge, Skills, and Abilities

High school degree.
One or more years of cash handling and data entry experience.
Customer service and effective interpersonal communication skills.
Excellent attention to detail.
Organizational skills and ability to prioritize tasks.
Proficiency in desktop computing (Microsoft Office, Excel, Outlook).
Appreciation of and sensitivity to diverse cultures and lifestyles.
Ability to work independently and as part of a team.
Understanding and commitment to MU's Vision, Mission, and Values.

Preferred Knowledge, Skills, and Abilities

Associate Degree in Finance, Accounting, or equivalent work experience required;
Bachelor's degree preferred.
Strong aptitude for figures with a high degree of accuracy.
Knowledge of People Soft helpful.
Work experience in a financial institution and/or university preferred.

Benefits

The university offers a rich and competitive Total Rewards package, including medical, dental, vision, a 403(b) plan with up to 8% university match, generous time‑off, and tuition benefits for employees, spouses, and dependents with no payback requirement.

EEO Statement

It is the policy of Marquette University to provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other applicable federal or state‑protected classification.

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