Student Financial Planning Counselor

Summary

Counsels students and parents on financing a JWU education; provides information on payment options maintaining integrity of student records in accordance with regulations and standards

Essential Job Functions

• Meets with students and families to review their accounts financial aid package and discuss payment options
• Advises students regarding their financial obligations upon enrollment to the university
• Participates in a rotation schedule to staff the first point of contact service area (e.g. front desk) for visitors and callers
• Answers customer questions in a professional and courteous manner providing accurate information and/or referring to the appropriate staff members
• Audits students accounts to verify the accounts are current and accurate
• Performs other duties as assigned

Required Qualifications

• Minimum of a bachelors degree
• Experience working in financial planning student services or other related experience
• Excellent communication (oral and written) presentation organizational and interpersonal skills
• Proficiency with Microsoft Office including Teams Word Excel PowerPoint and Outlook

Preferred Qualifications

• Bachelors degree in finance or a related field of study
• Experience working in higher education
• Experience using Banner

Please Note:

Qualified candidates must live or relocate to live within a daily commuting distance of the Charlotte Campus location upon hire.

Applications are accepted on an ongoing basis until job posting is closed.

Johnson & Wales University is an equal opportunity employer. The university does not illegally discriminate on the basis of any protected class. All qualified applicants will receive consideration for employment without regard to age ancestry color disability ethnic and national origin familial status gender or gender identity genetic information military service national origin pregnancy and related conditions race religion sex sexual orientation veteran status or any other protected class.