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BC
Broward College
Financial Aid Advisor (South Campus)
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
Job Profile Summary Under limited supervision, the Financial Aid Advisor is responsible for assisting senior advisors, coordinators, and management with calculating eligibility, communicating effectively with students, pulling files and documents, and scanning. Ensures accuracy in financial aid data for state and federal reporting. Other duties may include assisting students at the counter at the campus locations. Performs related duties as assigned. This position allows eligible veterans and their spouses to claim Veterans' Preference pursuant to Florida Statute 295. Certain servicemembers may be eligible to receive waivers for postsecondary educational requirements, in the employment by the state and its political subdivisions and are encouraged to apply for the positions being filled. Applicants claiming preference are responsible for providing required documentation at the time of submitting application. For information on obtaining a DD 214 visit http://www.archives.gov/veterans/military-service-records/ or call 1-866-272-6272.
Minimum Education:
Associates Degree. An equivalent combination of experience and education may be considered where applicable.Minimum Experience/Training:
Three years of relevant experience. Experience within field or closely related field.Essential Functions:
Daily- 10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Daily
- 30%: Processes financial aid by verifying data and certifying grants, loans and scholarship awards for students through income and budget analysis. Reviews and processes financial aid applications to determine basic eligibility and obtain additional documentation when necessary. Daily
- 25%: Analyzes technical data records, which include accessing data included in federal systems, including but not limited to the National Student Loan Data System, the Federal Common Origination and Disbursement System, and the Federal Central Processing System. Other, as Needed
- 5%: Assists in the construction and reconciliation of financial aid files for state and federal reporting. Daily
- 10%: Resolves discrepancies and manually reconciles files from various reports when system limitations prevent automation. Daily
- 10%: Responds to inquiries by researching and resolving problematic transactions; serves as a liaison with other departments in the resolution of day-to-day processing issues; crisis intervention referrals as needed. Daily
- 10%: Performs related duties as assigned.
Knowledge, Skills and Abilities:
Ability to conduct reconciliation by analyzing complex data collaboratively with colleagues concerning the processes and procedures for the delivery of aid. General understanding of the College's structure, policies, procedures, and practices as it pertains to the immediate area and the college as a whole. General knowledge of the practices, policies, and procedures governing the higher education student financial aid process Ability to contribute in multiple related areas within the function Understanding of and ability to coordinate interdependencies of work within the area and of resources from outside the area Ability to exchange information with individuals and collaborate with colleagues within the College. Requires intermediate to advanced knowledge of computer systems, i.e. Microsoft Office Products as well as specialized computer systems Ability to interact and effectively communicate with employee and student populations Our Culture At Broward College, our leaders embody a culture of competence, care, character, composure, and courage. We prioritize serving each other and our students through high-quality guidance, mutual respect, resilience, and fair, thoughtful decision-making, all while upholding the values of integrity, transparency, and honesty. Broward College offers an exceptional benefits package, including, but not limited to: Affordable High Quality Healthcare Insurance (Medical, Dental & Vision) Retirement Options- Florida Retirement System (FRS) Pension Plan or the FRS Investment Plan Wellness Program Vacation/Paid Time Off Winter and Spring Break Off Paid Parental Leave Tuition Assistance and Tuition Reimbursement are available to employees and family members Job Title Financial Aid Advisor (South Campus) Position Number
P0005755
Job Status Full time Regular Department Financial Aid Advising- South Location South Campus Pay Grade 713 Salary $36,800
- $43,240 Salary commensurate with education and experience. Work Shift First Shift Work Schedule Monday
- Friday/Weekends/Varies Hours Per Week 40 Posting End Date Open Until Filled Comments To be considered for this position, a completed online employment application along with a resume and unofficial transcript(s) are required.
Applicant:
For positions requiring a degree, the official transcripts are required upon hire. An unofficial copy of the degree/transcript is acceptable during the application process and must be attached to the online application. If unable to attach the documentation, please email document to jobs@broward.edu or fax to 954-201-7612, stating clearly the position name(s) and position number(s) the transcript is to be attached to.Foreign Transcript:
Transcripts issued outside of the United States require a equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the application deadline. All required documentation must be received on or before the job posting end date.- Please note that multiple documents can be uploaded in the "Resume/CV/Transcript/License/Certification" section of the application
- Please refer to link with the instructions on how to submit an application with multiple documents.