Administrative Coordinator and Advisor

Overview:
**Term: 18 months**

The Administrative Coordinator and Advisor, Undergraduate Studies, advises undergraduate students in the School of Accounting and Finance (SAF) by providing academic advising and counselling to all students taking AFM courses as well as applicants within the admissions process. The incumbent works closely with the Student Experience staff and the Administrative and Course Scheduling staff and is responsible for the effective administration of the SAF’s undergraduate program and for enhancing student success through appropriate advisement and support. The incumbent should maintain up-to-date knowledge of the accounting and financial management professions and their program requirements.

**Responsibilities**:
Advises undergraduate students in the SAF for the AFM, CFM, Math CPA, Science Biotech CPA and all other students taking AFM courses, in consultation with the Academic Advisor as appropriate
- Advises students about course/program selection and enrollment; works with AFM students to ensure enrollment in
- and timetabling for
- their required courses; approves and processes sequence changes, student enrollment permissions, including course overrides, section switches, plan modifications, workstudy sequence changes, letters of permission and international exchange opportunities
- Maintains in-depth and current knowledge of Arts' undergraduate curriculum and academic requirements for AFM program, and working knowledge of Math CPA, Science Biotech CPA, MAcc, CFM and Arts and Bus program requirements
- Acts as a first point of contact for First Year student enquiries prior to September and administers admission regulations and practices including transfer credit regulations for all incoming internal and external student transfers
- Acts as the first point of contact and provides support to students in personal and academic crisis within UW ethics and crisis management guidelines. This may involve assessing the urgency and arranging for emergency appointments at Counseling Services when appropriate, and providing practical assistance when necessary
- Assists with Academic Progression reports and Recommendations to Graduate
- Liaises with the Admissions Policy and Review Committee for petitions, student grade appeals and other academic or disciplinary appeals
- Counsels students on meeting academic goals, career goals, and preparing for graduate school, using the various University resources, such as Counseling Services, CEE, Student Success office and other oncampus centres
- Consults with advisors in other academic units regarding students of mutual interest
- Attends special student events such as Academic Success Sessions, student organized events and other opportunities as they pertain to the Faculty of Arts and the School of Accounting and Finance
- Acts as SAF’s undergraduate Bookstore Liaison for ordering all textbooks, courseware and special cases for the undergraduate courses including special print requests and copyright permissions

Provides program administration and support to the Student Experience and the Administrative and Course Scheduling teams
- Works closely with the Undergraduate Officer and the Registrar’s Office on matters related to student concerns such as grade appeals, petitions, course enrollment and other issues
- Prepares block pre-enrollment for some specific AFM courses as determined to be needed by the School
- Reviews and monitors course enrollments and reserves watching for low/high enrollment issues
- Liaises with advisors in other academic units to ensure awareness of course curriculum changes that may affect plans in and beyond the department
- Reviews and tracks accommodation requests for students with and works with the faculty and the Course Scheduling team to assess the situation, plan a solution and communicate the result to students

Maintains School of Accounting and Finance Records and Publications
- Collects and summarizes Verification of Illness forms and INC grade forms and tracks frequency ensuring students meet deferred exam policy requirements
- Maintains student records in a confidential manner and adheres to UW Records policy and retention guidelines
- Prepares documentation for the Undergraduate Web pages and other publications

Serves as the department calendar representative for the UG program in consultation with the Associate Chair, UG Studies
- Communicates and consults with other academic units to solicit feedback about proposed changes
- Compiles course and program changes for submission to the Undergraduate Calendar
- Prepares submissions for the UG Affairs Group
- Updates and maintains the Live Calendar system, relating to UGAG regulations regarding copy editing, proofreading of new program requirements or course changes
- Serves as the department’s template representative (Academic Advisement, UG)
- Identifies areas requiring future revisions
- Reviews all School of Accounting and Finance content in the UG C