Financial Program Assistant

3 weeks ago


Raleigh, United States TRC Talent Solutions Full time

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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