Financial Program Assistant
3 weeks ago
TRC's client provides comprehensive financial aid solutions and resources. They are looking for a Program Coordinator to join their team on a full-time, direct basis in Raleigh, NC.
RESPONSIBILITIES:
-Ensure daily processing is complete and all transaction batches are posted prior to required deadlines.
-Monitor and respond to queries and requests from participants.
-Contact participants regarding incomplete or inaccurate information on forms submitted for establishment of new or existing accounts.
-Research and analyze available documentation to resolve account discrepancies listed on reports.
-Assist in the detection, reporting, and mitigation of irregular activities within the program.
-Assist current or prospective participants regarding questions about the Savings Program and assist call center staff.
-Assist with Entity Scholarship Accounts and electronic files from vendors and schools.
-Assist in monitoring trade and price file activities as needed.
REQUIREMENTS:
-Bachelor's degree in Accounting, Business Administration, Finance or other related field.
-3-5 years' experience in banking, accounting, or related field.
-2+ years working knowledge of IRS Section 529 Qualified Tuition Programs.
-MS Office skills including in-depth knowledge of spreadsheets and word processing applications.
BENEFITS:
-$60k commensurate on experience
-Direct hire opportunity
-Opportunity for growth within the company
-Benefits, PTO, & paid holidays
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