Financial Aid Information and Outreach Assistant at Wake… · Raleigh

Most postings are open for a limited time, depending upon the number of applications received. When the maximum number of applications has been met as stated above, the position may close without notice. Please apply immediately.

The Financial Aid Information and Outreach Assistant serves as the first point of contact for students and families seeking financial aid guidance. This role provides accurate and timely information about financial aid programs, supports outreach activities to promote financial literacy, and ensures a welcoming and informative experience for all visitors. The Assistant also plays a key role in processing financial aid documentation, particularly for students selected for verification, fostering student success by encouraging access to and understanding of financial aid resources.To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described.

*Greet and assist students, families, and visitors in person, via phone, or email, addressing financial aid questions and concerns promptly and accurately

*Provide detailed guidance to students selected for verification, explaining the process and ensuring required documentation is submitted correctly and on time

*Offer clear and concise information on financial aid processes, including FAFSA completion, loan options, grants, and scholarships

*Assist with the collection, review, and processing of financial aid documentation, ensuring accuracy and compliance with federal and institutional policies

*Verify the completeness and correctness of submitted forms, including tax documentation and other supporting materials

*Maintain organized records of financial aid documentation in compliance with audit requirements

*Assist in planning and executing financial aid workshops, information sessions, and outreach events

Verify the completeness and correctness of submitted forms, including tax documentation and other supporting materials

Communicate with students to clarify discrepancies or request additional information as needed

Maintain organized records of financial aid documentation in compliance with audit requirements

Distribute promotional materials and resources to raise awareness of financial aid opportunities and deadlines

Represent the Financial Aid Office at campus events such as orientations, open houses, and community fairs

Collaborate with the marketing team to develop social media posts and other digital outreach materials

Maintain up-to-date knowledge of financial aid policies, procedures, and deadlines to provide accurate information

Help manage appointment scheduling and maintain accurate records of student interactions

Track attendance and participation in outreach events and provide feedback for improvement

Assist with basic data entry tasks related to financial aid applications and student records

Guide students through financial aid forms and applications, ensuring all required documentation is submitted

Provide general advice on financial literacy topics, such as budgeting and responsible borrowing

Offer support to students facing challenges related to financial aid eligibility or deadlines

Deliver exemplary customer service to prospective and continuing students and families in planning and coordinating the funding of their education

Participate in professional development by attending workshops, webinars, and conferences

Inform, advise, and assist students with financial aid applications, documents, programs, and procedures

#IDHP Knowledge, Skills, and Abilities:

Ability to analyze situations and identify and troubleshoot pertinent technical problems/issues

Strong organization skills and ability to prioritize multiple projects and tasks

Ability to establish, maintain, and foster positive and effective working relationships

Skills in MS Office products and ability to learn new systems and software

Ability to quickly understand policies, follow procedures and work well in a fast-paced environment

Excellent problem-solving, conflict resolution, team building, and decision-making skills

Excellent written and verbal communication skills

Excellent customer service and interpersonal skills

Ability to maintain confidentiality of information

Ability to be detail oriented, complete tasks accurately, prioritize and manage multiple projects and deadlines with frequent interruptions; maintain a high degree of accuracy and consistency

Minimum Requirements:

High school diploma or equivalent

Two years of experience in financial aid or related area

Preferences:

Knowledge of Ellucian/Colleague, OnBase, and QLess or related programs/systems

Experience conducting audits or managing compliance programs in higher education

Experience in a large or complex higher education institution