Financial Planner
Apex Systems
full-time
Posted on:
Location Type: Remote
Location: Alabama • Arizona • United States
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Salary
💰 $38,000 - $40,000 per year
About the role
- Provide financial aid assistance to prospective and enrolled students.
- Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance.
- Assist Veterans in the completion of the VA Benefits Application.
- Ensure compliance and confidentiality with all federal, state, and internal policies and procedures.
- Provide clerical support to both the Director of Financial Planning and Financial Counselor Manager.
- Counsel perspective students on financial aid eligibility and payment options.
- Work closely with other Financial Planners and staff all working toward departmental goals.
- Answer questions, inquiries or requests from students and parents in person or in writing regarding financial aid programs and eligibility.
Requirements
- High School Diploma/GED Required
- Associate and/or Bachelor’s Degree preferred or a combination of education and experience
- 2 years customer service experience preferred
- Financial Aid Experience preferred, but not required
- Proficiency with MS Office, navigating the Internet, and learning database software systems is essential
- Salesforce experience a plus
Benefits
- Paid time off
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial aid assistanceVA Benefits Applicationcomplianceconfidentialitycustomer servicefinancial aid eligibilitypayment optionsclerical supportdatabase software systems
Soft Skills
counselingcommunicationinterpersonal skillsteamworkorganizational skills
Certifications
High School DiplomaGEDAssociate DegreeBachelor’s Degree