TADERA

Financial Planning and Analysis

• Serve as an active member of a service oriented, dynamic, and student centered team
• Coordinate assigned processes in the financial aid area
• Assist the Associate Director with the daily operations in financial aid
• Provide financial counseling for both current and prospective students, as well as their parents, in all areas of educational financing
• Responsible for analysis of financial aid applications by performing reviews utilizing both federal and institutional needs analysis
• Make professional decisions based on established policy (federal, state and institutional)
• Participate in outreach efforts and activities that emphasize Wellesley’s commitment to access, affordability, and financial literacy initiatives
• Responsible for a financial aid reading caseload
• Extensive and timely communication with parents and students, prospective and current, in person, email, and on the telephone
• Stay up to date on trends, regulations and policies in Student Financial Services
• Attend professional development programs as required
• Assist with administration of other office processes, as assigned

Assistant Director of Student Financial Services