Student Financial Advisor

Shelby American, Inc.; Ontario; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading educational institution is seeking a Student Financial Advisor to manage financial aid programs and support students in navigating their financial aid processes. The role involves advising students, ensuring compliance with regulations, and fostering a supportive environment for student success. Ideal candidates will possess strong communication and analytical skills, along with a commitment to helping students achieve their educational goals.

Qualifications

• Minimum of two years experience in Private Post Secondary Financial Aid.
• Knowledge of Federal and State regulations for Title IV Funding.

Responsibilities

• Guide students in completing the FAFSA application.
• Evaluate students' academic progress for financial aid eligibility.
• Collaborate with other departments to enhance student support.

Skills

Communication

Analytical Skills

Technical Skills

Teamwork

Education

High School Diploma

Job description

The Student Financial Advisor is responsible for the administration and coordination of Federal, State, and Institutional Aid Programs and the management and services of the School’s Financial Aid Office. The individual in this role will assess the financial needs of students and advise on financial aid options, processes, and requirements. The Student Financial Advisor is accountable for ensuring prospective and continuing students have all the tools and information they need to successfully complete the financial aid process. The Student Financial Advisor plays a significant role in supporting the mission and goals of the school. The individual in this role will actively engage with prospective and continuing students by creating a friendly and positive environment in a virtual financial aid process.

JOB RESPONSIBILITIES

• Provide guidance and instructions to students and parents (if applicable) for requesting an FSA ID and completing the online FAFSA application.
• Give students an estimated financial plan and budgeting guidance.
• Ability to package prospective students in a timely and independent manner.
• Educate, support, and manage the financial aid process for students.
• Evaluate students' academic progress to ensure students stay eligible for their financial aid program(s).
• Determine eligibility and process Smith Chason scholarship applications.
• Regularly and consistently follow up with prospective students via phone calls, text messages, and emails when necessary.
• Quickly respond to requests for information and provide assistance.
• Ability to repackage continuing students in a timely and independent manner.
• Attend appropriate weekly staff meetings.
• Document all student communication in Institution’s SIS accurately and in a timely manner.
• Ensure all expected funding is received to clear students for externship and graduation.
• Keep current on all programs offered and continually seek to enhance program / school knowledge.
• Collaborate with other departments in a positive and productive manner to ensure a student-first environment.
• Adhere to all State and Accrediting Agencies regulations.
• Additional duties as assigned by Corporate Director of Financial Aid / Campus Director.

EDUCATION / QUALIFICATIONS / COMPETENCIES

• High School Diploma.
• Minimum of two years previous experience in a Private Post Secondary Financial Aid position.
• Knowledge and understanding of Federal and State regulations pertaining to Title IV Funding.
• Strong technical skills including computer applications / programs, internet research, database management, and analytical skills.
• Ability to prioritize, multi-task, perform well under pressure, and meet deadlines.
• Essential qualities : positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented.
• Ability to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives.
• Necessary character traits include being a team player and having the ability to communicate effectively both verbally and in writing.
• Always behave in a professional manner in terms of appearance, demeanor, and attitude.
• Consistently display the highest levels of integrity in all that is done.

PHYSICAL REQUIREMENTS / WORKING CONDITIONS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to remain in a stationary position for prolonged periods of time.
• Can independently move objects up to 25 lbs.
• Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions.
• Must have sufficient hearing and speaking ability to communicate in person or on the phone / computer with others.
• Must be able to occasionally function in activities that include walking, bending, squatting, and reaching.

CULTURE OF CARE

Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships, focusing on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by :

• Creating a sense of community in all interactions and communications with students.
• Identifying problem areas and offering assistance.
• Opening up safe conversations for cooperative solutions.
• Holding students to standards and goals that will ultimately make them successful in their careers.