Student Accounts Advisor - Peterborough, Canada - Trent University

Trent University

Verified Company

Peterborough, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Purpose:

Under the direction of the Manager, Student Accounts, the Student Accounts Advisor (SAA) staff will provide efficient, accurate and timely front-line cashiering and customer service to students, visitors, and other campus partners.

Provides up-to-date financial information and assistance with understanding accounts and university policies and processes.

Meets with students to provide ongoing financial counselling as it relates to their financial health at the University, works with past due accounts and collection of outstanding debt.

Key Activities:

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Student Accounts

Frontline:_
Is the primary key customer service contact, projecting a positive, professional, and friendly image.
Provides exemplary customer service coverage for demanding Control Desk setting. Responds effectively and timely to all inquiries.
Performs cashiering functions; reconciling daily receipts, preparing bank deposits and processing electronic payments Exercises expert judgement reviewing and assessing student account activity and makes necessary correction where appropriate.
Communicates a strong understanding of financial information and university policies and procedures.
Performs refunding functions (this includes data entry, running EFT payments and entering wire payment requests into 3 party software).
Audits weekly payment runs for students (this is part of cashiering function).
Issues income tax receipts and responds to related inquiries.
Analyse student tax forms for inconsistencies and revise tax forms when necessary.
Process adjustments, charges, and credits to student accounts. (Includes fee waivers).
Supports back office by clearing outstanding deposits and resolving missing student payments.
Assists with the administration of the sponsorship process by saving and coding sponsor waivers.

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Student Accounts

Collections:_
Provides ongoing financial counselling to students as it relates to their financial health at the University.
Identifies the most appropriate financial assistance available and works with other departments.
Provide regular reporting and updates on past due account collections.

Investigate, analyze, calculate, adjust, and explain past due account activity.

Handles sensitive material with established policies and maintains confidential files. Coordinates financial appeal submissions, participates with committee decisions, and communicates final outcome.
Handles challenging situations involving individuals upset with University financial policies.
Provides monthly statements to all sponsored accounts and follows up on unpaid balances.
Customizes payments plans, weighing the risk to the University.
Identifies accounts for recovery through internal precollections process; sends statements, communication, final demand notices then forwards uncollected account to collection agency.
Monitors and responds to collection agency.
Receives, responds, and processes a variety of documents bankruptcy, consumer proposals and credit counselling forms. Identifies accounts for writeoff and possible settlement. Prepares documentation for litigation when necessary.
Processes agency payments to student accounts.

Reviews the agency's or agencies performance.
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Student Accounts

General Office:_
Miscellaneous office duties (Updates address information from returned mail, filing, forms, and letters).
Identifies and recommends business process improvements and assists with implementation.
Creates and maintain userfriendly process documentation within Finance department.
Provides training and support to contract and student staff.
Other duties as assigned.

Education Required:

Two-year College Diploma specializing in accounting.

Experience/Qualifications Required:

Three years of progressive experience in an accounting environment is essential in ensuring that the work completed reflects proper accounting conventions and is auditable.
One year experience in a serviceoriented environment required and proven.
Knowledge of accounts receivables and collection routines to secure payments.
Experience in an electronic banking environment an asset.
Ability to reconcile accounts.
High degree of communication to effectively explain account statements and University policy with tact, diplomacy, and patience.
The ability to relate effectively with students from varying social, academic, economic, and cultural backgrounds.
Working knowledge of student taxation, preferred.
Ability to diffuse emotionally explosive situations in a calm and professional manner.
Demonstrated ability to work in a high volume, fastpaced, high stress environment.
Demonstrated ability to work cooperatively with others.
Ability and exercise judgment to handle sensitive data with complete confidentiality.