Financial Services Office Job Description

Financial Services Office Job Description

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Financial services office provides information and interpretation of the rules, regulations, and application procedures for financial aid programs to financial aid staff.

Financial Services Office Duties & Responsibilities

To write an effective financial services office job description, begin by listing detailed duties, responsibilities and expectations. We have included financial services office job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensuring compliance with labor laws such as Fair Labor Standards Act, Georgetown policies, and Federal Work-Study Program regulations
Support the Executive Team on a per project basis, ability to prioritize and multi-task projects efficiently
Support executive's by reading, researching, and routing correspondence
Creating Morningstar reports
Creating excel documents for reporting portfolio information
Ensures greeting area and conference rooms are tidy and ready for guests
Completes projects
Prepares various investment reports by collecting and analyzing information
Contributes to team environment with a positive, can-do attitude, and strong work ethic
May resolve customer issues either through direct action or referral to alternative branch or bank resources

Financial Services Office Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Services Office

List any licenses or certifications required by the position: CPA, US, JD, LLM, GIAC, CIPP, CISM, CISA, PMP, PMI

Education for Financial Services Office

Typically a job would require a certain level of education.

Employers hiring for the financial services office job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Graduate, Business, MBA, Engineering, Economics, Computer Science, Law, Education

Skills for Financial Services Office

Desired skills for financial services office include:

Business tools
Excel and Powerpoint
Filemaker strongly
Outlook
PowerFAIDS
Salesforce
Word
Federal
Regulations
PC based administrative software

Desired experience for financial services office includes:

Assisting internal clients (stakeholders) with identification of program scope, problem statement, business case & feasibility study preparation
Preparation of program roadmaps aligned with the strategic goals
Managing key stakeholders expectations regarding program scope its expected and realized benefits
Supervise, plan and steer affiliated projects against Program objectives
Take operative decisions and prepare strategic decisions
Managing program risks und issues and ensuring that appropriate decisions are taken

Financial Services Office Examples

1

Financial Services Office Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial services office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial services office
  • Communicates with all departments, changes to federal and state regulations, and university policies pertaining to the Veteran students
  • Package financial aid awards for students in the Academic Partnership program while adhering to all federal regulatory requirements
  • Daily monitoring and reporting on key metrics such as cash collections, days outstanding, unbilled, denials, , in conjunction with the CFO
  • Selects and monitors outside collection vendors engaged in the collection of hospital receivables
  • Monitors and reports on key metrics such as cash collections, days outstanding, unbilled, denials, , in conjunction with the CFO
  • Selects and monitors outside collection vendors engaged in the collection of facility receivables
  • Exposure to how an independent financial advisor’s office works, how advisors utilize marketing tools, how investments work when putting together a portfolio, the financial planning process, how to run a client meeting
  • Opportunity to sit on wholesaler meetings
  • Potentially responsibility of one to two research projects
  • Assist advisor with planning process
Qualifications for financial services office
  • Proven track record of successfully delivering complex projects (minimum 7+ years of experience within project / program / portfolio management area)
  • Deep understanding of Project Management framework proven by relevant certification Program Management methods (according to PMI and/or APMG standards)
  • Significant experience in business change management including leading complex organizational change
  • Strategic analysis, problem solving and decision making skills
  • Enhanced presentation skills to wide range of senior stakeholders
  • Deep understanding of Project Management methods (Waterfall and/or Agile)
2

Financial Services Office Job Description

Job Description Example
Our company is looking for a financial services office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services office
  • Delivers counseling services to current and prospective students and their families regarding the financial aid process, procedures, and program rules, including information about all federal, state, private, and institutional loan, grant, and work programs
  • Supports established procedures to ensure compliance with applicable laws, regulations, and University policies
  • Ensure all change and regulatory programs align with policies, processes and standards set down by the DMO
  • Develop accurate standardised MI reporting processes and drive automation through tools such as Informatica and Tableau
  • Learn key technologies used within the office
  • Creating planning package
  • Review planning packages for completeness and accuracy
  • Assisting with service requests
  • Client interaction, preparation of forms for opening or transferring of accounts
  • Advance the office by assisting in the development of effective programs, policies and procedures that impact student and parents as they navigate the financial aid process
Qualifications for financial services office
  • Significant experience in business change management (business analysis is a plus)
  • The ability to operate with urgency and prioritise work accordingly
  • Strong knowledge of Java and/or C# relational databases
  • Strong knowledge of Java (or C++/C#/.NET) and PL/SQL
  • Bachelor’s degree and up to two years of administrative experience in student employment, human resources, accounting, career services, financial aid, or an equivalent combination of education and administrative experience
  • Possess the ability to problem solve, use independent judgment, and to take initiative
3

Financial Services Office Job Description

Job Description Example
Our company is hiring for a financial services office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services office
  • Identify and suggest alternative or new processes that could replace current state
  • Maintain proper documentation related to processes
  • Audit collection agency reporting, internal reporting, and team processes
  • Interact with a diverse student population
  • Work with a talented and hard-working team
  • Learn from and collaborate with a number of key stakeholders throughout the university in departments such as Admissions, Billing and Payment Services, Registration, Student Affairs, Housing, Dining Services, Health Insurance and other relevant offices
  • Monitoring and reporting of Balanced Strategy execution
  • Supporting in Change Management and communication
  • Tracking financials and efficiency in cooperation with Finance and Controlling department
  • Performs a lead role in projects and/or programs as assigned
Qualifications for financial services office
  • Verify/validate information provided by financial aid applicants
  • Monitor student eligibility for financial aid and resolve all discrepancies
  • Develop and maintain processes and procedures to ensure regulatory compliance
  • Part-time or full-time work experience with counseling, customer service, and/or administrative support
  • Ability to collect and analyze data and to use independent judgment where appropriate
  • Excellent interpersonal and communication skills, demonstrated ability to work with a diverse client population, and commitment to continuous quality improvement and customer services
4

Financial Services Office Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial services office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services office
  • Initiates and approves a high volume of staffing transactions, while reviewing data for accuracy, completeness, and compliance with employment laws and the university's policies
  • Works with the systems team and human resources team to develop and implement major functionality in the university’s human resources and payroll system
  • Communicates our office’s policies and procedures to hiring departments and student employees
  • Facilitates the resolution of payroll problems or employment issues and acting as a liaison to other university resources
  • Monitoring and reporting of balancedSTRATEGY execution on a global program level
  • Change Management / Transformation Management initiatives and respective global communication
  • Support preparation of various presentations to Board of Management and other stakeholders
  • Support cooperation with Finance and Controlling department to enrich tracking reports with financial figures
  • Provides systems applications for OSFS staff to administer counseling and application processing services for approximately 16,500 new admissions and current student aid applicants
  • Provides computing services to 40+ full-time staff and 20+ part-time student employees
Qualifications for financial services office
  • Understanding of clearing and settlement processes
  • Understanding of counseling that is required for the administration of financial aid
  • Experience with and knowledge of PC based administrative software – preference for any combination of experience with Ellucian’s Banner, COGNOS, and/or Microsoft Office
  • Ability to work independently and efficiently, collaborate with marketing team members and their business partners
  • 3.0 GPA (in business degree courses)
  • 2+ years in a Bank, Investment Advisory Firm or Brokerage Firm is a must-have requirement along with strong verbal and written communications skills
5

Financial Services Office Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial services office. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services office
  • Designs programs, procedures, and reports that will enhance operational efficiency and administrative decision making
  • Coordinates overall design, style, and maintenance of the OSFS website
  • Provides specialized customer service to members of the various branches of military service, Veterans, and their eligible dependents
  • Advocates for students by providing information about the University and assists the Department of Veterans Affairs (VA) regional offices in the administration of programs and certification of Veteran students enrolled
  • Provides current and accurate information to students and staff related to G.I
  • Enters Veteran student records and maintains accuracy of the University's database
  • Supervises Veteran Work Study student(s)
  • Conducts a preliminary review and processing of financial aid applications and maintains all financial aid records
  • Responds professionally and with the highest level of customer service to the various needs of each client
  • In consultation with the Director of Operations and Associate Director of Scholarships, provides customer service for scholarship questions in regards to Summer Programs, BCM Applicants, BCM Entering Students, and BCM Continuing Students
Qualifications for financial services office
  • Schwab Portfolio Center and/or Juncture experience a strong positive but not required
  • Pay range $45,000 - $55,000 based on experience and qualifications
  • Company contributions to an HSA
  • Company matched Simple IRA contributions
  • Paid holidays when the stock market is closed
  • Satisfactory review bonus

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