Senior Financial Aid Advisor

2 weeks ago

Miami, United States University of St. Augustine for Health Sciences Full time

GENERAL SUMMARY

The University’s Senior Financial Aid Advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on payment options to include federal, state, private, veterans’ education benefits, military tuition assistance, payment plans and institution aid. This position requires the individual to provide a high level of customer service by working closely with admissions, enrollment, financial aid, and finance groups to ensure that prospective and continuing students/families have a complete and comprehensive understanding of the institution, cost of attending the university and how to pay for their education.


ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Counsel students/families on available funding options in accordance to their need’s assessments
  • Provide a generic overview of financial aid programs available to qualifying students
  • Provide a thorough overview of financial aid and veterans’ education benefits and military tuition assistance as necessary or refer the student/family to the proper subject matter expert
  • Serve as a School Certifying Official for veterans’ education benefits, including completion of required training
  • Advise students/families on how to best locate information necessary to complete financial paperwork successfully and to meet any deadlines
  • Guide students/families through financial aid paperwork to completion
  • Counsel students on all matters related to financing their education as it relates to enrollment, satisfactory academic progress, leave of absences, etc., so that students maintain their aid
  • Communicate with applicants/students/families via emails, and/or phone
  • Direct students/families to proper offices for information when applicable
  • Demonstrate a thorough understanding of the university as it relates to admissions, academic advising, registrar, financial aid, and enrollment so that students/families are directed to subject matter experts as appropriate
  • Other duties as assigned


OTHER DUTIES AND RESPONSIBILITIES

May perform other duties and responsibilities that management may deem necessary from time to time.


POSITION IN ORGANIZATION

REPORTS TO: Director, Financial Aid

POSITIONS SUPERVISED: Not applicable


TECHNICAL, MANAGERIAL, and PEOPLE SKILLS REQUIRED

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Appropriate reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


EDUCATION and/or EXPERIENCE

  • A Bachelor’s degree or equivalent experience required and 5-7 years current experience working in a progressive financial aid office or similar offices. Master’s degree highly preferred.
  • Attention to detail and organizational skills are a must.
  • Openet, Powerfaids, NSLDS, and Datatel/Colleague experience a plus.
  • Excellent verbal and written communication skills required.
  • Ability to successfully resolve student issues from request to resolution ensuring a positive student experience.
  • Must be able to handle multiple tasks and priorities in a fast-paced environment.


BUSINESS COMPETENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Being Resilient - Rebounding from setbacks and adversity when facing difficult situations.
  • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Drives Results - Consistently achieving results, even under tough circumstances.
  • Innovation - Creating new and better ways for the organization to be successful.
  • Customer Focus - Building strong customer relationships and delivering customer-centric solutions.


WORK ENVIRONMENT

Work is performed primarily in a standard office environment but may involve exposure to moderate noise levels. Work involves operation of personal computer equipment for six to eight hours daily and includes physical demands associated with a traditional office setting, e.g., walking, standing, communicating, and other physical functions as necessary.

  • Senior Financial Aid Advisor

    2 weeks ago

    Miami, United States University of Saint Augustine Full time

    GENERAL SUMMARY The University’s Senior Financial Aid Advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on payment options to include federal, state, private, veterans’ education benefits,...

  • Senior Financial Aid Advisor

    3 weeks ago

    Miami, United States University of St. Augustine for Health Sciences Full time

    GENERAL SUMMARYThe University’s Senior Financial Aid Advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on payment options to include federal, state, private, veterans’ education benefits,...

  • Financial Aid Advisor

    2 weeks ago

    Miami, United States InsideHigherEd Full time

    Job Title: Financial Aid Advisor Location: Eduardo J. Padron Campus Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 1006974 Job Details Job FamilySTAFF - Support Non-Exempt (SNE)Grade12Salary$21.31- $26.65DepartmentFinancial AidReports ToCampus Director, Financial Aid Closing DateJuly 6, 2024FLSA StatusNon-ExemptFirst Review DateMay 7, 2024Job...

  • Financial Advisor

    7 days ago

    Miami, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Senior Admissions Advisor

    3 weeks ago

    Miami, United States West Coast University Full time

    Choose To Make A Difference: The Senior Admissions Advisor for a certified Great Place to Work, is responsible for the prospective student entrance process of the campus Admissions Department with an emphasis on customer service. Assists other Admissions Advisors to help them achieve their goals. Gathers information on students, pre-screens and pre-qualifies...

  • Voya Financial Miami Advisor

    1 week ago

    Miami, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Voya Financial Miami Advisor

    1 week ago

    Miami, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...

  • Senior Financial Advisor

    2 weeks ago

    Miami, United States Cooper White Group Full time

    Role: Senior Financial Advisor - USA (SVP/Principal) Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compensation models in North America. Renowned for its commitment to excellence, integrity, and client-centric approach. With a rich history of serving high-net-worth...

  • Financial Advisor

    6 days ago

    Miami, United States Compu-Med Vocational Careers Corp Full time

    Summary: This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep updated on changes in the administration of Financial Aid programs by attending...

  • Financial Advisor

    3 weeks ago

    Miami, United States Compu-Med Vocational Careers Corp Full time

    Summary: This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep updated on changes in the administration of Financial Aid programs by attending...

  • Financial Advisor

    2 weeks ago

    Miami, United States Equitable Advisors Full time

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...

  • Financial Advisor

    2 months ago

    Miami, United States Equitable Advisors Full time

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...

  • Financial Advisor

    2 months ago

    Miami, United States Equitable Advisors Full time

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...

  • Merrill Team Financial Advisor

    1 month ago

    Miami, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Financial Advisor, Advisor, Financial Planning, Financial, Relationship Manager, Management, Banking

  • Merrill Experienced Financial Advisor

    1 month ago

    Miami, United States Bank of America Full time

    Description : If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can...

  • Financial Aid Officer

    1 month ago

    Miami, United States Beauty Academy of South Florida Full time

    Job DescriptionJob DescriptionJob DescriptionA Financial Aid Officer evaluates, approves, and awards financial aid to students in accordance with federal, state, and university regulations, policies, and operating guidelines. Assesses the financial needs of students, and advises students and parents regarding financial aid options, processes, and...

  • Senior Wealth Strategy Associate

    5 days ago

    Miami, United States UBS Financial Services Inc Full time

    UBS Financial Services INC has the following positions in Coral Gables, FL. Senior Wealth Strategy Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. Requires B+1yr. exp.(ref. code(s) 001002). Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please...

  • Associate Director of Financial Aid

    1 month ago

    Miami, United States Florida Technical College Full time

    Job Description Job Description The Associate Director of Financial Aid (ADOFA) assists the Director of Financial Aid with providing direction and planning necessary for overseeing the school’s entire Financial Aid operation to ensure maximum utilization of Federal resources. The Associate Director of Financial Aid conducts overviews for student financial...

  • Associate Director of Financial Aid

    1 month ago

    Miami, United States Florida Technical College Full time

    Job DescriptionJob DescriptionThe Associate Director of Financial Aid (ADOFA) assists the Director of Financial Aid with providing direction and planning necessary for overseeing the school’s entire Financial Aid operation to ensure maximum utilization of Federal resources. The Associate Director of Financial Aid conducts overviews for student financial...

  • Financial Aid Representative

    7 days ago

    Miami Springs, United States Miami Regional University Full time

    Job DescriptionJob DescriptionMiami Regional University has an opening for a professional staff member to provide prospective students financial aid advice and counsel students systematically and ethically on financial aid programs and scholarships available. Representative will work in accordance with the procedures, standards and compliance policies...