Financial Services Advisor

PMTS North Haven; North Haven (CT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

PMTS North Haven is seeking a Financial Services Advisor to support Future Professionals by providing accurate financial information and administrative assistance related to tuition and student accounts.

The role emphasizes compliance with school policies and regulatory requirements while delivering a professional, student-centered experience in a fast-paced educational environment.

Qualifications

• Strong attention to detail and accuracy.
• Ability to explain financial information clearly and professionally.
• Strong oral and written communication skills.
• Ability to maintain confidentiality and professionalism.
• Strong organization and time-management skills.

Responsibilities

• Information and guidance regarding tuition, payment plans, and student financial obligations.
• Support enrollment and ongoing student account processes.
• Prepare, review, and maintain financial documentation and records.
• Communicate clearly with Future Professionals regarding account status and expectations.
• Process payments, adjustments, and required financial documentation.
• Collaborate with admissions, education, and operations teams as needed.
• Ensure compliance with school policies and applicable regulations.
• Maintain confidentiality of student financial information.
• Document interactions and account updates accurately in school systems.
• Provide administrative support related to financial services operations.

Skills

Attention to detail

Clear communication

Oral communication

Written communication

Confidentiality

Organization

Independence

Education

High school diploma or equivalent

Experience in financial services or administrative support

Job description

Benefits:

• 401(k)


• Employee discounts


• Health insurance


• Paid time off


• Training & development


• Vision insurance

ABOUT OUR SCHOOL

Each Paul Mitchell school is independently owned and operated and committed to providing a high-quality

educational experience. We support Future Professionals, our students, in developing strong technical skills,

creativity, professionalism, and a sense of community. Our programs in cosmetology and other state-approved

disciplines prepare students to achieve state licensure and pursue their career goals in a collaborative,

inclusive, and student-centered learning environment.

JOB SUMMARY

The Financial Services Advisor supports Future Professionals by providing accurate financial information, guidance, and administrative support related to tuition, payment plans, and student accounts. This role ensures compliance with school policies and regulatory requirements while supporting a professional, student-centered experience.

ESSENTIAL FUNCTIONS

• Information and guidance regarding tuition, payment plans, and student financial obligations.


• Support enrollment and ongoing student account processes.


• Prepare, review, and maintain financial documentation and records.


• Communicate clearly with Future Professionals regarding account status and expectations.


• Process payments, adjustments, and required financial documentation.


• Collaborate with admissions, education, and operations teams as needed.


• Ensure compliance with school policies and applicable regulations.


• Maintain confidentiality of student financial information.


• Document interactions and account updates accurately in school systems.


• Provide administrative support related to financial services operations.

Education, Licensure, and Experience:

• High school diploma or equivalent required


• Prior experience in financial services, administrative support, or customer service roles preferred


• Experience working with confidential records preferred


• Experience in an educational or service-based environment preferred

Knowledge, Skills, and Abilities:

• Strong attention to detail and accuracy


• Ability to explain financial information clearly and professionally


• Strong oral and written communication skills


• Ability to maintain confidentiality and professionalism


• Strong organization and time-management skills


• Ability to work independently and collaboratively


• Ability to maintain composure during sensitive conversations

Education, Licensure, and Experience:

• High school diploma or equivalent required


• Prior experience in financial services, administrative support, or customer service roles preferred


• Experience working with confidential records preferred


• Experience in an educational or service-based environment preferred

Knowledge, Skills, and Abilities:

• Strong attention to detail and accuracy


• Ability to explain financial information clearly and professionally


• Strong oral and written communication skills


• Ability to maintain confidentiality and professionalism


• Strong organization and time-management skills


• Ability to work independently and collaboratively


• Ability to maintain composure during sensitive conversations