Financial Advisor/Accounting Clerk - Jobs in Burnaby, BC

Job Description

General DescriptionThe Financial Advisor/Accounting Clerk is responsible for student financial interviews, financial options counseling, intake processing and customer service. The Financial Advisor/Accounting Clerk performs needs analysis, provides financing documents, and generates tentative award letters for all new students enrolling in the institution’s programs. He/she processes all forms in accordance with Provincial and Federal regulations and internal policies and procedures. This position serves as a liaison between Admissions and the Campus Director.ResponsibilitesFinancial AdvisorŸ Providing students with accurate information regarding the application process, loan counseling and their eligibility for financial assistance, alternative financing, appears contracts and /or institutional payment plans.Ÿ Providing services to students of their financial obligation, the institution’s financial options, and financial policies and procedures as related to their educational expenses.Ÿ Assisting students in determining government loan eligibility for students requesting financial assistance.Ÿ Assisting students in student loan applications and all student loan documentation process.Ÿ Maintaining campus book order/instructor resources and inventory.Ÿ Perform Electronic Confirmation of Enrolment (ECE) to student loan funded students.Ÿ Managing outside industry exam registration for studentsŸ Responsible for monitoring student financial obligation, payment collect and refund.Ÿ Handling staff petty cash fund; process staff reimbursement.Ÿ Handling agents commission request.Ÿ Covering front desk if neededŸ Performing other duties and responsibilities position relevant as assigned.Accounting ClerkGeneral accounts receivable functions: · Post student invoices· Post and confirm student deposits with Morris payment methods· Post credit memo for refund transactions· Post Morris payout report (Petty cash report)· Post Morris cash sales receipts and payout report (Petty cash) into QuickBooks· Perform all bank account and credit card reconciliationsGeneral accounts payable functions: · Check, verify and process invoices· Prepare payments for signature· Sort, code and enter accounts payable data· Analyze discrepancies and unpaid invoices· Maintain vendor filesGeneral support functions: · Update, verify and maintain accounting journals and ledgers and other financial records· Assist in month end reporting procedures· Find and use accounting data to resolve accounting problems and discrepancies· Track and audit petty cash account· Assist with employee expense reports· Perform filing and general administrative tasks· Liaise with other departments/customers/vendors· Assist in professional accountant for the Year –End audit· Other duties as assigned by the Director or Finance Manager· Post refund, referral and agent commission cheque into DB· Verify and correct student’s payment in the DBEducation and Experience: · Certificate, diploma or degree in a related field and minimum 1 year of experience in customer service, sales or financial service environment or an equivalent combination of education and experience.· Familiarity with student loan program preferred.Contract length: 12 monthsJob Types: Full-time, Fixed term contractSalary: $38,421.00-$42,000.00 per yearBenefits:

• Dental care
• Extended health care
• RRSP match
• Vision care

Schedule:

• Monday to Friday

Experience:

• financial planning: 1 year (preferred)

Licence/Certification:

• CFP (preferred)

Work remotely:

• No

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