MyComputerCareer · 2 days ago

Financial Planner- Remote

Apex, NC

Full-time

Remote

Entry Level

$35K/yr - $40K/yr

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Responsibilities

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.

Perform other duties as assigned.

Following an initial 60-day training period, you will receive specialized training to manage simultaneous calls with students, which is a primary responsibility of this role. By the 90-day mark, you are expected to achieve proficiency in handling dual calls, ensuring effective communication and support for our students. Mastery of this skill is crucial for successful performance in this position.

Qualification

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Financial Aid AssistanceMS Office ProficiencyDatabase SoftwareSalesforceFinancial Planning