Financial Aid Advisor

14 hours ago

Elizabeth City, United States College of the Albemarle Full time

+-----------------------------------------------------------------------+ | | | | | The role of the Financial Aid Advisor will be part of a team tasked | | with administering the college's need-based and merit-based student | | aid programs: performing a variety of technical and clerical tasks in | | the maintenance and documentation of financial aid information; | | assisting in the planning, developing, implementing and administering | | all financial aid funds (including federal/state/institutional grants | | and institutional/private scholarships); disseminating financial aid | | information to students; and assisting students, staff and the | | general public in the interpretation of financial aid program | | policies and procedures. | | | | The Financial Aid Advisor receives supervision from the Director of | | Financial Aid. | | | | The Financial Aid Advisor may exercise technical and functional | | supervision over student work-study staff. | | | | | +-----------------------------------------------------------------------+ | | +-----------------------------------------------------------------------+ | Examples of Duties: | +-----------------------------------------------------------------------+ | | | | | General: | | | | - Provide initial contact and conduct workshops/seminars for | | financial aid information; respond to inquiries from students, | | faculty, staff and administration; screen and interview | | applicants for proper reference to financial aid programs. | | - Review documents as they arrive in the office, logging and adding | | them to student files. Send letters to students notifying them of | | incomplete or missing information in their files. | | - Maintain student records in the Datatel/Colleague System. | | - Assist with updates to and development of the Financial Aid | | Policy and Procedure Manual. | | - Update sections of the Financial Aid web site. | | - Perform a wide variety of clerical work; maintain accurate and | | detailed records; prepare and analyze reports; verify accuracy of | | calculations; research discrepancies and record information. | | - Provide excellent customer service to callers and walk-ins. | | - Assist with creating and updating financial aid forms on an | | annual basis. | | | | Unique responsibilities: | | | | - Ensure institutional compliance with all federal and state | | requirements and advise senior staff of actions necessary to | | ensure institutional compliance. Ensure compliance with federal | | regulatory requirements in monitori g electronic access to the | | National Student Loan Database System (NSLDS) that contains | | financial aid history information on recipients of student | | assistance authorized under Title IV of the Higher Education Act | | of 1965, as amended. | | - Ensure proper protection of any printed or computer generated | | NSLDS information as required by the provisions of the Privacy | | Act of 1974, as amended. | | - Administer the Golden Leaf Scholarship Program every semester for | | both the curriculum and continuing education scholarships. | | - Promote the COA Foundation application. Award scholarship | | recipients and continually evaluate the individual scholarships | | to re-award as necessary. | | - Compile all Federal Work-Study information, reports and forms; | | and work with various departments in placing students in | | positions. Review and complete all Federal Work-Study payroll | | information monthly and annually for the Business Office. | | - Monitor student enrollment for student aid programs and gather | | documentation as necessary for return of Title IV calculations | | including printing screenshots, resolving conflicts of | | information with Registrar. | | - Assist with monthly reconciliation of Federal Pell Grant, FSEOG, | | and Federal Work Study with Business Office. | | - Monitor enrollment status of consortium agreement students. | | - Monitor incomplete grades for changes. | | - Update earliest disbursement dates on the State Grant Portal. | | - Assist with the review of tuition refunds, as needed by the | | Business Office. | | - Assist with Financial Aid Disbursement responsibilities and the | | Financial Aid payment process. | | - Manage the importing process including importingInstitutional | | Student Information Reports (ISIRs)and associated processes. | | Complete subsequent ISIR review and mail appropriate letter or | | complete FA file. | | - Assist with the Satisfactory Academic Progress evaluation at each | | checkpoint. | | - Determine eligibility award recipients for the Foundation's Gift | | Aid Program scholarship. | | - Import and review weekly Pell Lifetime Eligibility Used report, | | update names/percentages on LEU Master List. | | - Review/resolve Residency discrepancies identified on CFNC Portal. | | - Verify data and assess tax information for students selected for | | verification by the US Department of Education and transmit | | corrections via Colleague or Financial Aid Administrator (FAA) | | Access. | | - Submit information electronically to the US Department of | | Education for processing. | | - Review applications for completeness; determine eligibility for | | federal, state or private funds and calculate awards; prepare | | student files; enter data into the computer. | | - Communicate satisfactory academic progress with students; help | | them to understand their options and what effects withdrawing or | | failing will have on their eligibility. | | - Process scholarship applications and notify recipients.

  • Student Services Center Advisor

    4 weeks ago

    Garden City, United States Adelphi Full time

    In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances/collec Financial, Registration, Student, Advisor, Account, Payment Learn More

  • Associate Financial Advisor

    3 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Financial Advisor

    7 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    7 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    24 hours ago

    Kansas City, United States MXT Associates Full time

    Job DescriptionJob DescriptionA growing firm is seeking independent advisors for their offices in Texas and across the Midwest!Build the practice you want, using your name and brand.  This firm can help you with a wide range of services and value-adds for your clients. Services offered to their advisors include transition and administrative support, real...

  • Financial Advisor

    3 months ago

    Ellicott City, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    3 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    5 months ago

    Ellicott City, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    3 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    2 months ago

    league city, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    7 days ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    3 months ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Midwest Financial Advisor Role

    2 weeks ago

    Kansas City, Missouri, United States MXT Associates Full time

    Job DescriptionWe are seeking experienced financial advisors to join our team in Texas and across the Midwest. If you have three years or more experience as a financial advisor, at least $10M AUM, and want to be part of a firm that thinks outside the box, we encourage you to apply.As a financial advisor with MXT Associates, you will have the opportunity to...

  • Entry Level Financial Advisor

    2 months ago

    Junction City, United States Wisepath Group Full time

    This is a remote role Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will...

  • Director of Financial Aid

    3 weeks ago

    Sioux City, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking a Director of Financial Aid for an educational institution based in Sioux City, Iowa. This role involves overseeing the administration of federal and state aid programs, providing student-centered financial aid services, and developing and implementing financial aid policies. Responsibilities:• Oversee the...

  • Financial Services Associate

    1 week ago

    Sun City, Arizona, United States Raymond James Financial Full time

    Job DescriptionWe are looking for a highly skilled Administrative Assistant to provide administrative support to our financial advisors. This is a full-time position that requires strong organizational and communication skills.The ideal candidate will have a minimum of 2 years of experience in customer service and financial services. Proficiency in Microsoft...

  • Registered Investment Advisor

    7 days ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Registered Investment Advisor

    9 months ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Insurance Career Advisor

    2 weeks ago

    Jersey City, New Jersey, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Full Potential as an Insurance Career AdvisorAre you looking for a career that offers flexibility and earning potential? Look no further than the Symmetry Financial Group, led by Gary Uyemura. As an Insurance Career Advisor, you will have the chance to work with clients who are seeking life insurance, mortgage protection, burial policies, wealth...

  • Senior Banking Advisor

    3 weeks ago

    Tahoe City, United States BMO Financial Full time

    Role OverviewAt BMO Financial, we're seeking a highly skilled and customer-focused Senior Banking Advisor to join our team. As a key member of our retail banking sales and service team, you will play a vital role in providing exceptional customer experiences, identifying client needs, and recommending suitable financial solutions.About the JobThis role...