Financial Services Assistant

Full Time / Hourly / Non-Exempt WORK SCHEDULE Monday through Friday 8:00 am – 5:00 pm JOB SUMMARY The Financial Services Assistant is a dual-function role responsible for the input of student data and initial financial enrollment. This position manages the enrollment of new undergraduate students in a payment plan and serves as a front-line cashier for the Business Office. The primary purpose is to ensure high-level customer service for new, incoming students while providing professional, accurate processing of university funds and student account payments. RESPONSIBILITIES Essential Functions: Payment Plan Enrollment: Enroll new, undergraduate students in a payment plan with high levels of efficiency and accuracy. Cashiering Operations: Process payments for tuition, fees, and other university income via cash, check, and credit card; manage the distribution of student refund checks. Data Stewardship: Direct management of CRM data accuracy, including information collected at college fairs, church events, and on-campus recruitment activities. Financial Reconciliation: Accurately balance the daily cash drawer and prepare bank deposits in accordance with university financial policies. Academic Documentation: Process transcripts and other essential documentation for new applicants to ensure timely admissions decisions. Customer Service: Provide professional communication and assistance to prospective students and parents regarding both application status and billing/payment plan inquiries. Ability to work under pressure and meet deadlines Ability to maintain positive interpersonal relationships Ability to work independently Ability to operate office equipment Ability to provide quality customer service Additional duties as assigned