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Financial Aid Information Assistant (Part-Time, Temporary)

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Position Description

Pay Grade: Assistant 3

The Part-Time Financial Aid Information Assistant serves as the first point of contact for students and families seeking financial aid guidance. This role provides accurate and timely information about financial aid programs, supports outreach activities to promote financial literacy, and ensures a welcoming and informative experience for all visitors. The Assistant also plays a key role in fostering student success by encouraging access to and understanding financial aid resources.


Responsibilities and Duties (*Essential Functions)

To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily.? Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described.??

  • Deliver exemplary customer service to prospective and current students who contact the financial aid office by phone or email

  • Anticipated 50% of the provided service would be via phone call center support, 25% via email response support, and 25% via in-person front desk and virtual appointment support. These percentages are subject to change based on student traffic and the needs of the outreach team
  • Offer clear and concise information on financial aid processes, including FAFSA completion, loan options, grants, and scholarships

  • Guide students through financial aid forms and applications, ensuring all required documentation is submitted

Offer support to students facing challenges related to financial aid eligibility or deadlines

Inform, advise, and assist students with financial aid applications, documents, programs, and procedures

Provide support for the financial aid outreach team for staffing front desk, call center, or virtual appointments as needed

Qualifications

Knowledge, Skills & Abilities

Proficiency with MS Word and Excel

Knowledge of federal and state financial aid programs

Exhibit good interpersonal skills and work well with others

Able to maintain records accurately and be able to meet deadlines consistently

Good organizational skills

Able to perform normal duties with minimal supervision

Excellent communication skills both written and verbal

Minimum Requirements

High school diploma or equivalent

One year of customer service experience

Preferences

Experience in a Community College setting

Experience with financial aid, or closely related field

Experience with Colleague software

As an equal employment opportunity employer, Wake Tech values our workforce. Wake Tech is committed to reaching students in every part of Wake County and rallying around them to go as far as their dreams, talents and resilience will take them. As an institution of higher education, we are committed to valuing the unique experiences of the Wake Tech community. We strive to be self-reflective of the kind of student body we represent and the culture we are building, and we care deeply about supporting each employee's professional growth.

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