Financial Aid Office Associate

JOB SUMMARY

The Financial Aid Office Associate serves as the primary point of contact for students, parents, prospective students, and other visitors seeking assistance with financial aid services. This position provides front desk reception, administrative support, and general information regarding financial aid processes, office procedures, and available resources.

ESSENTIAL Duties and Responsibilities

Greet and assist students, parents, prospective students, and visitors in a professional, courteous, and welcoming manner. Answer incoming telephone calls, respond to general inquiries, take messages, and direct calls to the appropriate staff member. Monitor the front desk and manage the reception area to ensure efficient daily operations.

Provide general information regarding financial aid programs, application procedures, required documentation, deadlines, and office services. Direct students to appropriate financial aid counselors or other campus departments when additional assistance is needed. Schedule appointments, maintain calendars, and assist with coordinating student meetings.

Receive, review for completeness, date-stamp, scan, and route financial aid documents in accordance with established procedures. Maintain accurate records, organize electronic and paper files, and assist with data entry. Assist students with navigating financial aid forms, online portals, and general office processes without making unauthorized determinations regarding eligibility or awards.

Maintain confidentiality of student education records and financial information in accordance with FERPA, institutional policies, and applicable regulations. Assist with correspondence, email inquiries, document preparation, copying, filing, and other routine administrative duties. Support financial aid staff with office projects, reporting preparation, student communications, and special initiatives as assigned.

Assist with financial aid events, student orientations, registration activities, and other campus programs as needed. Maintain office supplies and help ensure the reception area remains organized and professional. Demonstrate a commitment to excellent service, teamwork, and the institution's mission. Perform other duties as assigned.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES Demonstrates a student-centered approach to customer service. Maintains professionalism, patience, and a positive attitude when assisting individuals with questions or concerns. Communicates clearly and effectively with individuals from diverse backgrounds. Exercises sound judgment when determining when to refer questions to financial aid counselors or supervisory personnel.

Maintains accuracy and attention to detail when processing documents and updating records. Handles sensitive information responsibly and follows established confidentiality and security procedures. Works independently while contributing positively to a collaborative office environment. Adapts to changing priorities, deadlines, and student service demands.

EDUCATION AND EXPERIENCE

High school diploma or equivalent. Previous experience in customer service, reception, or administrative support. Strong verbal and written communication skills. Proficiency in Microsoft Office applications, including Outlook, Word, and Excel, or comparable software. Ability to manage multiple responsibilities, prioritize tasks, and maintain accuracy in a busy office environment.

Strong interpersonal skills and the ability to interact effectively with students, families, faculty, staff, and the public. Ability to handle confidential information with discretion and professionalism. Disclaimer This job description is intended to describe the general nature and level of work performed in this position.

It is not intended to be an exhaustive list of all duties, responsibilities, qualifications, or working conditions associated with the role.

Duties and responsibilities

may be modified as institutional needs change.