Job Details

Colgate University
  • Position Number: 4160227
  • Location: Hamilton, NY
  • Position Type: Financial Aid

Colgate University

Financial Aid Assistant

Requisition Number: 2023S027Posting
Full Time/Part Time: Full Time
Division: Admission and Financial Aid
Department: Financial Aid

Department Statement:

The Financial Aid Assistant is responsible for providing support in the general operation of the Financial Aid Office. The person in this role is accountable for first level, basic support and resolution of financial aid issues and questions. This position assists the department in meeting regulatory compliance and operational efficiency through accurate and timely data entry, attention to detail, producing standard reports, and reconciling data within internal reports. This role requires a blend of customer service, student financial aid functional knowledge, basic accounting skills, and analytical problem-solving skills.

Responsible for maintaining a high degree of confidentiality, judgement and discretion in providing assistance to students and parents in understanding the financial aid process.

Accountable for effective verbal and written communication with internal and external constituent populations, greeting visitors and managing phone calls and email.

Responsible for responding to administrative inquiries pertaining to the department and, when appropriate, referring to other Colgate resources.
Responsible for monitoring inventory, ordering office supplies, and paying invoices for the department.
Accountable for managing calendars, contacts and email correspondence for own self and, at times, for departmental staff.

Ability to respond to supervisor feedback.
Accountable for familiarity with and compliance to Federal Student Aid regulations and NCAA recruiting rules.

All other duties as assigned.

Professional Experience/Qualifications
  • One year of administrative experience is required, or a combination of education and experience from which comparable skills are attained.
  • Excellent written communication, proof reading, grammar, and spelling skills are required.
  • Proficiency in computer applications including MS Office and Google applications are required.
  • Must be capable of working collegially and effectively with a diverse group of visitors, students, parents, and staff on a daily basis.
  • Excellent customer service and verbal communication skills are critical in order to effectively assist, guide, and counsel students on financial aid processes and program requirements.
  • Strong analytical, conceptual, and problem solving skills required.
  • Must possess exceptional organizational skills.
  • Demonstrated ability to take initiative, manage projects with independence, respond to a high volume of questions, and meet deadlines.

Preferred Qualifications
  • The ideal candidate will have prior work experience in a university setting.
  • Prior experience in a financial aid office is preferred.
  • Basic accounting skills are preferred.
  • PowerFAIDS experience is highly desirable.
  • Previous experience in dealing with customers on regulations and policy.
  • Knowledge and demonstrated experience working with data systems.
  • Experience with federal student aid processing systems is preferred.
  • Familiarity with federal tax returns is beneficial.

An Associates degree is required.
A Bachelors degree is preferred.

Other Information

Work Schedule:

Job Open Date:

Job Close Date:

Open Until Filled

Special Instructions Summary

EEO Statement
It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.

Clery Act
The Campus Safety Department will provide upon request a copy of Colgates Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. To obtain a copy, contact the Campus Safety Compliance Manager via e-mail at You may also access the report from the Campus Safety web page at:

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