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