Financial Services Assistant

Elizabethtown College; Elizabethtown (Lancaster County); On-site; USD 38,000 - 54,000; Full time

Job summary

Elizabethtown College's Office of Financial Aid invites applications for a Financial Services Assistant. The role supports recruiting and retaining students through responsive service to students and families, accurate administrative support, and data processing.

The position works closely with students, families, and staff and may assist other offices. Responsibilities include handling inquiries, maintaining files, mailing operations, and supporting events such as Open Houses and orientations.

Qualifications

• High school diploma required; two years of administrative experience preferred in a financial aid setting.
• Ability to handle sensitive information with confidentiality and discretion.
• Familiarity with federal, state, and institutional financial aid regulations is beneficial.

Responsibilities

• Serve as the primary receiver for all incoming calls, appointments, walk-ins, and emails.
• Provide welcoming, responsive service to students and families, addressing questions clearly and connecting them with appropriate resources.
• Maintain confidentiality and discretion in handling student information.
• Oversee mailing operations for the Office of Financial Aid; as assigned.
• Collaborate with Marketing & Communications on stakeholder communications.
• Provide general information about financial aid programs, regulations, and application procedures.
• Maintain filing system and purge/shred files after retention period.
• Track and order office materials as needed.
• Assist with Enrollment Management events ( Workshops, Open Houses, Accepted Student Days, Orientations ).
• Support Federal Perkins Loan and Federal Work Study programs as needed.
• Assist in generating and printing first award letter packages for mailing.
• Review reports and surveys for data accuracy with the Director.
• Stay informed on Title IV and relevant policies.
• Respond to inquiries by understanding services across Student Accounts, Registration, Advising, and Admissions.
• Perform Quality Assurance checks of student aid files for accuracy and compliance.
• Review and prepare students' files for aid packaging.
• Maintain and update the office calendars and Policies/Procedures manual.
• Manage team functions: coverage, appointments, office purchases, and budget reconciliation.
• Post withdrawal dates and distribute exit counseling materials.
• Provide administrative and student service support to other College offices as assigned.
• Manage multiple tasks with competing priorities and deadlines.
• Perform other duties as assigned.

Skills

Customer service

Communication

Data entry

Attention to detail

Time management

Education

High school diploma

Two years administrative experience

Tools

MS Office

Email management

Job description

Description

The Office of Financial Aid at Elizabethtown College is currently accepting applications for a Financial Services Assistant.

The primary purpose of the Financial Services Assistant is to support the Office of Financial Aid in recruiting and retaining students through responsive service to students and families, accurate administrative support, and effective data processing and analysis. The position works closely with students, families, and College staff and may assist with other office(s) functions as assigned.

ESSENTIAL FUNCTIONS

• Serve as the primary receiver for all incoming phone calls, appointments and walk-ins, and emails, etc.


• Provide welcoming, responsive service to students and their families, answering questions clearly, addressing concerns with care, and connecting them with the appropriate resources


• Maintain confidentiality and discretion


• Oversee mailing operations for Office of Financial Aid; as assigned


• Work closely with the Office of Marketing & Communications on communication to stakeholders as assigned


• Provide general information about federal, state, and institutional financial aid programs, regulations, and procedures for applying for financial aid


• Maintain filing system including the purging and shredding of student files after the mandatory retention period


• Keep track and order materials as needed


• Assist with Enrollment Management Division College events such as Workshops, Open Houses, Accepted Student Days, and Orientations


• Assist with Federal Perkins Loan and Federal Work Study programs as needed


• Assist with generating and printing first award letter packages for mailing


• Assist the Director in reviewing reports and surveys for data accuracy


• Keep abreast of Title IV regulations, along with state and institutional policies and procedures


• Maintain working knowledge of the general services provided by Student Accounts, Registration, Academic Advising, and Admissions to respond to inquiries appropriately and accurately


• Perform Quality Assurance checks of student aid files to ensure accuracy and compliance


• Review and prepare students' files for aid packaging


• Maintain and update the office Daily and Workflow calendars and the Policies and Procedures manual (electronic and paper)


• Manage the team functions: coverage; appointments; office purchases; and reconciling the office budget


• Post withdrawal dates and send required exit counseling materials


• Provide administrative and student service support to other College offices as assigned.


• Manage multiple tasks and competing priorities while meeting deadlines and maintaining accuracy


• Other duties as assigned

Requirements

To perform this position successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made.

Education and/or Experience

High school diploma is required; plus, two years of administrative experience. Previous Financial Aid experience is desired.

Certificates, Licenses, and/or Registrations

This position requires a valid driver's license for business travel purposes.