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GC
Gwinnett College
Financial Aid Advisor
Career Insights for Financial Planner / Investment Consultant
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Based on Florida data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$105,221 / year median in Florida
+3% projected growth
Job Description
The Financial Aid Advisor is responsible for planning, estimating awards, tracking and collecting documents to ensure student eligibility, and assisting students apply for Financial Aid. The Advisor is also responsible for ensuring that all aid is administered in compliance with Federal, State, Institutional, and Accreditation guidelines.
OCCUPATIONAL CODE
11-9033.00 - Educational Administrators - PostsecondaryREPORTS DIRECT TO
Director of Financial AidMINIMUM QUALIFICATIONS
High School Diploma Associates degree preferred Strong data entry skills required Computer experience using MS Office Suite preferred Customer service background preferred CampusVue experience preferredFLSA STATUS
ExemptESSENTIAL ACCOUNTABILITIES
Flexible and positive in adapting to job or business changes. Conduct financial aid interviews with current and prospective students and their parents/spouse. Understand and be able to communicate the requirements for all types of federal aid programs. Assist in determining award eligibility in compliance with Title IV and State regulations. Advise students (and parents) on Financial Aid Plans and options. Communicate with home office for timely processing. Assist in maintaining proper documentation so the home office can certify student and parent loans. Follow through to ensure all files are completed in a timely manner. Assist students with financial aid applications during the reapplication process. Assist all students to ensure account balances are paid. Assist in meeting or exceeding all quarterly goals including packaging, processing and receivables. Assist with other projects as assigned by Supervisor. Adhere to deadlines for projects, activities, and reports. Provide a positive image and attitude toward operational objectives. Maintain positive relationships with all college employees. Manage student issues and complaints in a professional manner. Maintain professional atmosphere, including dress in business attire. Other duties as assigned by supervisor.CORE COMPETENCIES INCLUDE
Analytical Statistical Expertise Attention to Detail Results OrientedPERFORMANCE METRICS CATEGORIES INCLUDE
Error Ratio/Work Accuracy Cash Percentage File Completion Percentage Receivables Attendance/Tardiness RecordASSOCIATE UNDERSTANDING
The Financial Aid Advisor is a full-time position working the hours required to meet job expectations. Employment with Gwinnett is "at will" and employment may be terminated at any time with or without cause or notice. Scheduled and unscheduled performance reviews are given according to Company policies, at least annually. Limited travel may be required.WORK ENVIRONMENT AND PHYSICAL DEMANDS/TRAVEL REQUIREMENTS
Gwinnett is an Equal Opportunity Employer. The Company makes all selection and other employment decisions without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. In addition, the Company provides reasonable accommodations for applicants or associates with physical or mental disabilities in accordance with applicable law(s). If an accommodation is required to apply for employment, or to perform the essential job functions of a position you seek, please contact Campus Director so appropriate arrangements can be made.Job Type:
Full-time Job Type:
Full-time Expected hours: 40.0 per weekBenefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Retirement plan Vision insurance Shift availability: Day Shift (Preferred) Night Shift (Preferred)Work Location:
In personBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Other Retirement and Savings
- Health Insurance