Student Financial Services Specialist
4 weeks ago
The Student Financial Processing Specialist plays a vital role in providing expert guidance and support to various stakeholders, including students, faculty, departments, and staff members within the Enrolment Services organization. Key responsibilities include administering tuition refunds, processing UPass exemptions, and collecting outstanding tuition accounts. Effective communication and problem-solving skills are essential in resolving complex issues related to fee assessments, payment errors, and student account irregularities.
Key Responsibilities
A. Tuition Administration:
1. Provides accurate and timely information about fee assessments, exercising judgment to defer fees and/or remove late charges assessed to a student's account.
2. Investigates and resolves complex problems related to fee appeals, fee assessment errors, payment errors, and student instalment and tuition plans.
3. Offers expert assistance in troubleshooting difficult fee-related questions and student account irregularities via phone and email.
4. Communicates with students who are in arrears and arranges repayment plans within guidelines.
5. Reviews and verifies outstanding accounts to be sent to collection, communicates with students, and updates student accounts accordingly.
6. Communicates with faculties and departments regarding students who have been forwarded to the Collection Agency.
7. Monitors tuition and fee payments in Workday.
8. Prepares cheques for courier to RBC when needed, including reconciling cheques and payment slips.
9. Processes USD cheques for deposit and makes required entries in Workday.
10. Processes and adjusts student accounts regarding all tuition Non Sufficient Fund (NSF) cheques/EFT and assesses NSF charge for each student.
11. Approves and processes all refunds on Workday.
12. Processes refund settlement runs and monitors failed refunds for reprocessing.
UPass Administration:
1. Reviews and processes UPass exemption applications when needed, based on established criteria as specified in the University's agreement with TransLink.
Other Related Duties:
1. Performs tuition payment reconciliation between Workday student accounts and financial ledgers.
2. Reviews, understands, and communicates complex regulations in the UBC calendar and other Enrolment Services publications.
3. Audits and/or prepares financial documentation for data entry into Workday, including verification of account coding and adherence to University policies.
4. Performs efficient and accurate Workday data entry of financial documents, including cash receipts and accounting journals.
5. Identifies and makes recommendations for improving processes.
6. Provides training and assessment of new staff, student assistants, and temporary staff.
7. Assists with special and ongoing projects.
8. Supervises temporary staff and Work Study staff as required.
9. Answers routine correspondence received by mail and email.
10. Receives, opens, and distributes incoming mail to appropriate staff.
Requirements
This position requires a high school graduation, plus two-year post-secondary diploma, plus four years of related experience, or an equivalent combination of education and experience. The ideal candidate will possess strong analytical and problem-solving skills, ability to interpret and apply complex guidelines and regulations, and excellent communication and interpersonal skills.
Preferred Qualifications
Working knowledge of integrated financial and human resource application software packages, such as Workday, is preferred. The successful candidate will also possess a strong understanding of accounting principles, spreadsheet applications, and personal computer software.
-
Student Financial Services Specialist
4 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob SummaryThe Student Financial Services Specialist provides expert guidance and support to students, faculty, and staff on tuition and fee-related matters. This role involves complex problem-solving, judgment, and decision-making to ensure accurate and timely processing of student accounts.This position reports to the Associate Director, Student Financial...
-
Student Financial Specialist
4 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob SummaryThe Student Financial Specialist plays a critical role in providing exceptional service to students, faculty, and staff at The University of British Columbia. This position is responsible for administering tuition and fee payments, UPass exemptions, and other related duties. The ideal candidate will possess strong analytical and problem-solving...
-
Student Financial Services Specialist
1 week ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob SummaryThe Student Financial Processing Specialist is responsible for providing complex information and direction to various clients regarding tuition refunds, tuition and fee assessments, UPass administration, and UBC payments and collections. Key duties include applying payments to student tuition accounts, initiating or approving tuition refund...
-
Student Financial Specialist
3 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob SummaryThe Student Financial Processing Specialist plays a crucial role in providing expert guidance to various stakeholders, including students, faculties, departments, and staff members within the Enrolment Services organization. Key responsibilities include processing tuition refunds, UPass administration, and UBC payments and collections. This...
-
Financial Analyst Professional
2 days ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeAbout LGM Financial ServicesLGM Financial Services is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. With over 25 years of experience, we have successfully supplied quality products and leading training solutions to over 1,200 Canadian franchised new car dealerships.Accountant Role OverviewWe are...
-
Financial Services Specialist
18 hours ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob OverviewThe University of British Columbia seeks a highly skilled Financial Services Specialist to administer tuition and fees for students. This role is critical in ensuring accurate and timely processing of student financial transactions.
-
Administrative Operations Specialist
2 days ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking an Administrative Operations Specialist to join our team at MDRT Financial Service Corp. This is a permanent, full-time position with a competitive salary and benefits package.
-
Financial Services Specialist
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAccounting and Reporting ExpertAs a key member of our Finance team, you will provide comprehensive accounting services to our branches and subsidiaries. This role involves preparing monthly financial statements and reports for the credit union and its subsidiaries, as well as working with the Finance team to prepare year-end consolidated and unconsolidated...
-
Postsecondary Student Support Specialist
4 days ago
Vancouver, British Columbia, Canada Beedie Full timeRole OverviewBeedie Luminaries is a social-profit enterprise dedicated to breaking down barriers to education and providing comprehensive support for promising students facing financial adversity. As the Postsecondary Student Support Specialist, you will play a pivotal role in delivering wrap-around services and leading the development of the Mentorship...
-
Financial Operations Specialist
7 days ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob OverviewThe Financial Operations Specialist plays a crucial role in ensuring the seamless management of student financial transactions at The University of British Columbia. This position requires a high level of expertise, attention to detail, and excellent communication skills to provide top-notch service to students, faculty, and staff.About the...
-
Student Support Specialist
3 weeks ago
Vancouver, British Columbia, Canada East Vancouver Taekwondo Full timeWe are seeking a highly organized and detail-oriented Student Support Specialist to join our team at East Vancouver Taekwondo. In this role, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and establishing work priorities to ensure procedures are followed and deadlines are met.You will also be...
-
Student Support Specialist
4 weeks ago
Vancouver, British Columbia, Canada East Vancouver Taekwondo Full timeWe are seeking a highly organized and detail-oriented Student Support Specialist to join our team at East Vancouver Taekwondo. In this role, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and establishing work priorities to ensure deadlines are met.As a Student Support Specialist, you...
-
Financial Data Specialist
3 weeks ago
Vancouver, British Columbia, Canada CMLS Financial Ltd. Full timeAbout the RoleCMLS Financial Ltd. is seeking a detail-oriented and organized individual to fill the position of Financial Data Specialist.The successful candidate will be responsible for maintaining accurate financial records, including accounts payable and accounts receivable, as well as preparing and reconciling general ledgers and financial statements.Key...
-
Financial Operations Specialist
7 days ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeLGM Financial Services is a leading provider of warranty, finance, and insurance services to the Canadian automotive industry.With a presence since 1998, we supply quality products and training solutions to over 1,200 Canadian franchised new car dealerships. Our strong partnerships with automotive manufacturing brands include BMW/MINI, Kia, Mazda, Volvo,...
-
Counsellor - Student Wellbeing Specialist
4 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob TitleCounsellor - Student Wellbeing SpecialistJob SummaryWe are seeking a skilled Counsellor to join our team at The University of British Columbia. As a Counsellor - Student Wellbeing Specialist, you will provide specialized counselling support for students who have been sexually assaulted, as well as a range of other counselling services for UBC...
-
Financial Systems Specialist
2 days ago
West Vancouver, British Columbia, Canada First Nations Financial Management Board Full timeJob OverviewAs a Financial Systems Specialist at the First Nations Financial Management Board, you will play a crucial role in supporting our clients across Canada. We are seeking an experienced professional to join our team and provide exceptional financial services.
-
Student Support Specialist
3 weeks ago
Vancouver, British Columbia, Canada East Vancouver Taekwondo Full timeWe are seeking a highly organized and detail-oriented Student Support Specialist to join our team at East Vancouver Taekwondo. As a key member of our administrative staff, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and establishing work priorities to ensure procedures are followed and...
-
Top Financial Services Leader
2 days ago
Vancouver, British Columbia, Canada Momentum Financial Services Group Full timeCompany OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a legacy of serving customers for over 40 years.
-
Student Support Specialist
1 week ago
Vancouver, British Columbia, Canada East Vancouver Taekwondo Full timeJob DescriptionWe are seeking an experienced Student Support Specialist to join our team at East Vancouver Taekwondo. The successful candidate will provide administrative support to our students, including implementing new procedures, reviewing and evaluating existing ones, and establishing work priorities.Key ResponsibilitiesImplement new administrative...
-
Insurance Coverage Specialist
6 days ago
Vancouver, British Columbia, Canada WH FINANCIAL SERVICES LTD. Full timeJob SummaryWe are seeking a skilled Insurance Coverage Specialist to join our team at WH Financial Services Ltd.