Student Financial Advisor/Learner Account Advisor (SFA/LAA)

Robertson College; Calgary; Hybrid; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Tuition assistance for professional成长

Dental Care

RRSP match

Hybrid work for most positions

Cell phone allowance

Extended health care

Paid time off – 3 weeks vacation, 5 pD

Life insurance

Vision care

Job summary

Robertson College in Calgary is seeking a Student Financial Advisor/Learner Account Advisor to manage financial interviews, explain options and complete required documentation. You will handle loans, grants and institutional payment plans while ensuring accuracy and compliance.

The role reports to the Lead, Student Financial Advisor and emphasizes timely processing, customer service excellence, and adherence to policies.

Qualifications

• Minimum of 2 years’ experience in a financial / customer service related role or college finance / admissions.
• Post-secondary education is an asset.
• Familiarity with Provincial Student Loan programs an asset.
• Experience working with internet-based communication tools.
• Strong telephone skills, with the ability to communicate effectively and professionally over the phone.
• Ability to utilize Company approved scripts and approaches during telephone calls, and will be responsible to enter information in a CRM.
• Ability to comply to all Company policies and best practices and comply with related governmental regulations.
• Highly motivated team player, with a positive attitude and a willingness to collaborate with colleagues
• Ability to effectively organize and establish priorities.
• Excellent communication and problem-solving skills.

Responsibilities

• Conduct preliminary financing interviews with new students within 24 hours of contract.
• Provide students with accurate information regarding the application process, loan counseling and their eligibility for Federal/Provincial financial assistance, alternative financing, contracts and/or institutional payment plans.
• Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational expenses.
• Advise students of their obligation to provide accurate information and the potential consequences related to their application and funding process.
• Diligently follow-up to ensure timely completion of Notice of Assistance (NOA), Confirmation of Enrollment (COE) documentation for each student, as required.
• Time bound paperwork, feedback and submission of paperwork to relevant funding agencies like Manitoba Student Aid, Alberta Student Aid, National Student Loans
• Perform accounts receivable reports for overdue payments and verify results.
• Process notifications to students who are overdue and follow up on payment plans.
• Review financial applications and disclosure statements for completeness and accuracy.
• Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected.
• Monitor and follow up on the status of all pending student loan documents in order to maintain an accurate accounting of each student’s financial aid package through first disbursement.
• Provide support for OneRobertson and Robertson Online.
• Check and approve refund requests and follow up with funders invoices for payments (A/R).
• Process Electronic Fund Transfer (EFT) and Credit Card (CC) payments and reconcile accounts.
• Manage AR Aging for each campus’ inactive and Active Accounts.
• Update student loan information, including yearly changes and repayment details.
• Maintain Email Templates and consistent messaging across All of Robertson.
• Performs related or similar duties as required or assigned.

Skills

Customer service

Telephone skills

CRM entry

Communication skills

Problem-solving

Education

Post-secondary education is an asset

Tools

CRM software

Internet-based tools

Job description

Robertson is the School of New Work. Our vision is for everyone to have a good life through a prosperous and fulfilling career. Our mission is to empower our learners with the most relevant training and up-to-date industry insights so that they may find fulfilling and meaningful careers.

Overview

In this position, you will play a key role in our student admissions process by conducting financial interviews, explaining financial options and completing required documentation.

Reporting to the Lead, Student Financial Advisor, the Student Financial Advisor/Learner Account Advisor (SFA/LAA) is a friendly, positive and energetic professional who demonstrates prompt contact and follow-through, knowledgeable responses and respectful interactions.

The SFA/LAA has strong interpersonal skills, a pleasant telephone voice, and ability to manage multiple tasks and successfully meet deadlines. Emphasis is placed on quality and compliance in the accurate completion of documentation and reporting as part of the College’s Admissions process

Key Responsibilities

• Conduct preliminary financing interviews with new students within 24 hours of contract.
• Provide students with accurate information regarding the application process, loan counseling and their eligibility for Federal/Provincial financial assistance, alternative financing, contracts and/or institutional payment plans.
• Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational expenses.
• Advise students of their obligation to provide accurate information and the potential consequences related to their application and funding process.
• Diligently follow-up to ensure timely completion of Notice of Assistance (NOA), Confirmation of Enrollment (COE) documentation for each student, as required.
• Time bound paperwork, feedback and submission of paperwork to relevant funding agencies like Manitoba Student Aid, Alberta Student Aid, National Student Loans
• Perform accounts receivable reports for overdue payments and verify results.
• Process notifications to students who are overdue and follow up on payment plans.
• Review financial applications and disclosure statements for completeness and accuracy.
• Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected.
• Monitor and follow up on the status of all pending student loan documents in order to maintain an accurate accounting of each student’s financial aid package through first disbursement.
• Provide support for OneRobertson and Robertson Online.
• Check and approve refund requests and follow up with funders invoices for payments (A/R).
• Process Electronic Fund Transfer (EFT) and Credit Card (CC) payments and reconcile accounts.
• Manage AR Aging for each campus’ inactive and Active Accounts.
• Update student loan information, including yearly changes and repayment details.
• Maintain Email Templates and consistent messaging across All of Robertson.
• Performs related or similar duties as required or assigned.

Participation in College, Division, and Program Activities

• Attends staff meetings and training sessions.
• Participates proactively in performance appraisals.
• Supports active interdepartmental cooperation with other departments
• Performs other duties/participates in special projects as assigned.

Minimum Requirements

• Minimum of 2 years’ experience working in a financial / customer service related role or college finance / admissions.
• Post-secondary education is an asset
• Familiarity with Provincial Student Loan programs an asset
• Experience working with internet-based communication tools
• Strong telephone skills, with the ability to communicate effectively and professionally over the phone
• Ability to utilize Company approved scripts and approaches during telephone calls, and will be responsible to enter information in a CRM.
• Ability to comply to all Company policies and best practices and comply with related governmental regulations.
• Highly motivated team player, with a positive attitude and a willingness to collaborate with colleagues
• Ability to effectively organize and establish priorities.
• Excellent communication and problem-solving skills.

Job Types: Full-time

Location: Calgary

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Starting annual salary: $47,000.00

WHY WORK WITH US

Education Canada Group (the parent company of Robertson College) is an equal opportunity employer. We believe that having a diverse and inclusive workplace is not only the right thing to do, but also what will take our team to the next level. Diversity is a strength that allows our team to reach new heights. Our team is as diverse as our learners, with individuals coming from a variety of different cultures, ethnicities, and backgrounds. From our front-line team members to the CEO, we are committed to creating an environment that respects each individual's background, experience, ideas and perspectives. Our dedication to creating an environment that is welcoming and inclusive of everyone, regardless of their age, race, ethnicity, religion, gender, sexual orientation, socio-economic background, physical ability, and other differences, is evident in the way we communicate, in our day-to-day actions, and in how we celebrate.

Our culture is one of inclusion and respect, and we are committed to continuous growth and to creating and maintaining an environment of belonging.

Don’t feel like you meet every requirement? We encourage you to apply anyways! Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single requirement. We don't look for flawless checklists; we look for potential, passion, and purpose. As an education provider, we believe in growth and continuous learning. If you possess the drive and share our core values, your unique perspective might be exactly what our team is missing.

We offer:

• Work Life Balance- Hybrid work for most positions (after successful completion of probation).
• Career Development- opportunities for tuition assistance for professional growth and skill development
• $25 Cell phone allowance at hire for most employees
• Dental Care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off - Three weeks vacation at start, five personal days, two extra PTO days for #CelebrateEverything, MeTime for most employees every week.
• Paid time off for most positions over the Christmas holiday break (up to 3 days)
• RRSP match
• Vision care
• Opportunities to join campus committees: Social, DEI&B, Health and Safety and Artificial Intelligence - You can choose what you’re passionate about and let your leadership skills shine!

If you would like to request reasonable accommodations for the interview process, please let us know.

All applicants must be legally eligible to work in Canada. You will be required to provide documentation demonstrating your eligibility, such as a valid work permit or proof of Canadian citizenship or permanent resident status.

As a company we are committed to uplifting indigenous voices, respecting traditional lands, raising awareness and working in collaboration with Indigenous partners in the spirit of reconciliation.

We acknowledge that our campus located in Winnipeg is on Treaty 1 territory, the traditional lands and waters of Anishinaabe [AH - NISH - AH - NAH – BAY], Ininiwak, Anishininiwak, Dakota, and Dene (DEN-EH) peoples, and the National Homeland of the Red River Métis. We acknowledge that our water is sourced from Shoal Lake 40 First Nation located on Treaty 3.

In Alberta, We acknowledge Robertson College is on the traditional territories of the Blackfoot Confederacy (Siksika, Kainai (Gay-aynah), Piikani (Pe-gun-ee)), the Tsuut’ina (soot-tin-a), the Iyarhe (E-a-hey) Nakoda Nations, the Métis Nation (Region 3), and all people who make their homes in the Treaty 7 region of Southern Alberta.

In Edmonton on Treaty 6 territory, a traditional gathering place, traveling route and home for many Indigenous Peoples including the Nehiyawak/Cree, Tsuut’ina, Niitsitapi/Blackfoot, Métis, Nakota Sioux, Haudenosaunee/Iroquois, Dene Suliné, Anishinaabe/Ojibway/Saulteaux, and the Inuk/Inuit.

We thank all applicants, but only those selected for an interview will be contacted.