Student Financial Services Associate
University of Waterloo
1d ago

The Student Financial Services Associate is accountable to the Manager, Student Financial Services for performing activities related to the assessment, payment and refunding of student tuition, housing revenue and related student fees in accordance with generally accepted accounting principles, established guidelines, university policies and procedures.

The Student Financial Services team provides efficient, accurate and timely support to client groups.


Process student financial transactions

  • Exercise expert judgement in reviewing and assessing funding documents, student account activity and associated system information that impacts student financial information
  • Correctly implement policies and procedures related to the assessment, payment and refunding of student fees
  • Associates will be assigned primary responsibility for specialty areas (eg. administration of UHIP, student refunds, tuition benefit fee remission, collection of overdue student accounts, payment plans, issuing tax receipts), but will also be cross-trained in a variety of functional areas in addition to their area of specialization
  • Comply with and recommend improvements to business processes, forms and communications
  • Identify transactions that require further investigation or complex situations where consultation with management may be necessary to ensure compliance with university policies and procedures and sound business practices
  • Provide advice, training and direction to students and campus partners

  • Ensure that in-person, telephone and electronic student inquiries regarding tuition, other fee assessments and related matters are handled promptly, professionally and with courtesy
  • Understand and communicate financial information and university policies and procedures
  • Provide a positive impact on the student’s experience at the university
  • Provide student account expertise to The Centre staff, the wider campus community and external service providers (eg. Sun Life)
  • Other duties as assigned including, but not limited to

  • Participate in system upgrade and other department projects as required
  • Participate in compliance audits as required
  • Qualifications

  • University degree or equivalent education and / or experience
  • Courses in accounting would be an asset
  • Extensive experience in a professional customer service environment
  • Experience interpreting, handling and communicating financial information
  • Experience working in an administrative environment governed by policies and procedures
  • Previous experience in an enterprise wide computerized accounting environment is an asset
  • Excellent interpersonal, communication (written and verbal) and customer service skills
  • Demonstrated ability to prioritize and manage high-volume, time-sensitive assignments accurately and efficiently
  • Keen attention to detail
  • Aptitude for working with students
  • Understanding of student financial aid is an asset
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