Overview
In this position, you will play a key role in our student admissions process by conducting financial interviews, explaining financial options and completing required documentation.
Reporting to the Lead, Student Financial Advisor, the Student Financial Advisor/Learner Account Advisor is a friendly, positive and energetic professional who demonstrates prompt contact and follow-through, knowledgeable responses and respectful interactions.
The SFA/LAA has strong interpersonal skills, a pleasant telephone voice, and ability to manage multiple tasks and successfully meet deadlines. Emphasis is placed on quality and compliance in the accurate completion of documentation and reporting as part of the College’s Admissions process
Key Responsibilities
Conduct preliminary financing interviews with new students within 24 hours of contract.
Provide students with accurate information regarding the application process, loan counseling and their eligibility for Federal/Provincial financial assistance, alternative financing, contracts and/or institutional payment plans.
Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational expenses.
Advise students of their obligation to provide accurate information and the potential consequences related to their application and funding process.
Diligently follow-up to ensure timely completion of Notice of Assistance (NOA), Confirmation of Enrollment (COE) documentation for each student, as required.
Time bound paperwork, feedback and submission of paperwork to relevant funding agencies like Manitoba Student Aid, Alberta Student Aid, National Student Loans
Perform accounts receivable reports for overdue payments and verify results.
Process notifications to students who are overdue and follow up on payment plans.
Review financial applications and disclosure statements for completeness and accuracy.
Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected.
Monitor and follow up on the status of all pending student loan documents in order to maintain an accurate accounting of each student’s financial aid package through first disbursement.
Provide support for OneRobertson and Robertson Online.
Check and approve refund requests and follow up with funders invoices for payments (A/R).
Process Electronic Fund Transfer (EFT) and Credit Card (CC) payments and reconcile accounts.
Manage AR Aging for each campus’ inactive and Active Accounts.
Update student loan information, including yearly changes and repayment details.
Maintain Email Templates and consistent messaging across All of Robertson.
Performs related or similar duties as required or assigned.
Participation in College, Division, and Program Activities
Attends staff meetings and training sessions.
Participates proactively in performance appraisals.
Supports active interdepartmental cooperation with other departments
Performs other duties/participates in special projects as assigned.
Minimum Requirements
Minimum of 2 years’ experience working in a financial / customer service related role or college finance / admissions.
Post-secondary education is an asset
Familiarity with Provincial Student Loan programs an asset
Experience working with internet-based communication tools
Strong telephone skills, with the ability to communicate effectively and professionally over the phone
Ability to utilize Company approved scripts and approaches during telephone calls, and will be responsible to enter information in a CRM.
Ability to comply to all Company policies and best practices and comply with related governmental regulations.
Highly motivated team player, with a positive attitude and a willingness to collaborate with colleagues
Ability to effectively organize and establish priorities.
Excellent communication and problem-solving skills.
Job Types: Full-time, 12-month term
Location: Edmonton
Schedule:
8 hour shift
Monday to Friday
Weekend availability
Salary: Starting from $47,000.00, per year
WHY WORK WITH US
Education Canada Group (the parent company of Robertson College) is an equal opportunity employer. We believe that having a diverse and inclusive workplace is not only the right thing to do, but also what will take our team to the next level. Diversity is a strength that allows our team to reach new heights. Our team is as diverse as our learners, with individuals coming from a variety of different cultures, ethnicities, and backgrounds. From our front-line team members to the CEO, we are committed to creating an environment that respects each individual's background, experience, ideas and perspectives.
Our dedication to creating an environment that is welcoming and inclusive of everyone, regardless of their age, race, ethnicity, religion, gender, sexual orientation, socio-economic background, physical ability, and other differences, is evident in the way we communicate, in our day-to-day actions, and in how we celebrate.
Our culture is one of inclusion and respect, and we are committed to continuous growth and to creating and maintaining an environment of belonging.
Don’t feel like you meet every requirement? We encourage you to apply anyways! Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single requirement. We don't look for flawless checklists; we look for potential, passion, and purpose. As an education provider, we believe in growth and continuous learning. If you possess the drive and share our core values, your unique perspective might be exactly what our team is missing."
We offer:
Work Life Balance- Hybrid work for most positions (after successful completion of probation).
Career Development- opportunities for tuition assistance for professional growth and skill development
$25 Cell phone allowance at hire for most employees
Dental Care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off - Three weeks vacation at start, five personal days and, 2 extra PTO days for #CelebrateEverything, MeTime for most employees every week.
Paid time off for most positions over the Christmas holiday break (up to 3 days)
RRSP match
Vision care
Opportunities to join campus committees: Social, DEI&B, Health and Safety and Artificial Intelligence - You can choose what you’re passionate about and let your leadership skills shine!
If you would like to request reasonable accommodations for the interview process, please let us know.
AI DISCLAIMER
At Robertson College, we value transparency and authentic connection and want to gain genuine insight into your skills and experience. Integrity and transparency are part of our core values so we openly share that we sometimes use AI to brainstorm and prepare interview questions. We also recognize that you may use AI as a tool to prepare for interviews. However, our live interviews are conducted without AI, which is exactly what we expect of candidates when they meet with us. Please refrain from using any AI generating tool to help you answer questions when we meet as this will take away from the genuine connection that we are looking for.
Please note: This does not apply to candidates who require accessibility accommodations, such as live captioning or screen readers.
Eligibility to Work in Canada: All applicants must be legally eligible to work in Canada. You will be required to provide documentation demonstrating your eligibility, such as a valid work permit or proof of Canadian citizenship or permanent resident status.
As a company we are committed to uplifting indigenous voices, respecting traditional lands, raising awareness and working in collaboration with Indigenous partners in the spirit of reconciliation.
We acknowledge that our campus located in Winnipeg is on Treaty 1 territory, the traditional lands and waters of Anishinaabe [AH - NISH - AH - NAH – BAY], Ininiwak, Anishininiwak, Dakota, and Dene (DEN-EH) peoples, and the National Homeland of the Red River Métis. We acknowledge that our water is sourced from Shoal Lake 40 First Nation located on Treaty 3.
In Alberta, We acknowledge Robertson College is on the traditional territories of the Blackfoot Confederacy (Siksika, Kainai (Gay-aynah), Piikani (Pe-gun-ee)), the Tsuut’ina (soot-tin-a), the Iyarhe (E-a-hey) Nakoda Nations, the Métis Nation (Region 3), and all people who make their homes in the Treaty 7 region of Southern Alberta.
In Edmonton on Treaty 6 territory, a traditional gathering place, traveling route and home for many Indigenous Peoples including the Nehiyawak/Cree, Tsuut’ina, Niitsitapi/Blackfoot, Métis, Nakota Sioux, Haudenosaunee/Iroquois, Dene Suliné, Anishinaabe/Ojibway/Saulteaux, and the Inuk/Inuit.
We thank all applicants, but only those selected for an interview will be contacted.
