Associate Financial Aid Director jobs in Wilmington, NC
Associate Financial Aid Director assists in the operation of the financial aid program. Instructs students and parents on the application for loans or scholarships. Being an Associate Financial Aid Director maintains records of scholarships, grants, and other monetary assistance. Has knowledge of available private, state, and federal financial aid programs. Additionally, Associate Financial Aid Director typically requires a bachelor's degree. Typically reports to the Financial Aid Director. The Associate Financial Aid Director manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be an Associate Financial Aid Director typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)
Recently Added Associate Financial Aid Director jobs
Registered Client Service Associate (Wilmington, NC)
- Raymond James Financial, Inc.
-
Wilmington, NC
FULL_TIME
-
Registered Client Service Associate (Wilmington, NC)-2401255Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!Essential Duties and Responsibilities
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
Skill in
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
- OR ~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-NC-Wilmington-WilmingtonOrganization EasternSchedule Full-timeShift Day JobTravel NoEligible for Discretionary Bonus Yes#LI-DW - 12 Days Ago
RECREATION AID
- US Air Combat Command
-
Kure Beach, NC
FULL_TIME
- Duties 1. Assists in operation and maintenance of indoor and outdoor recreational activities. 2. Sets up for scheduled activities, takes attendance, takes reservations and payments for trips and tours...
- 8 Days Ago
Educational Aid
- US Department of Defense Education Activity
-
Camp, NC
FULL_TIME
- Duties Distributing/collecting testing materials as needed by students Grading/providing testing results using identified scoring techniques Monitoring students during various phases of school day Pre...
- 1 Month Ago
Associate Director of Annual Giving
- University of North Carolina Wilmington
-
Wilmington, NC
FULL_TIME
- Please see Special Instructions for more details. PLEASE NOTE: This posting will close at 11:59PM (Eastern time) on the posted closing date. To receive full consideration, please be sure you have full...
- 19 Days Ago
EDUCATIONAL AID (SPECIAL EDUCATION)
- Department of Defense Education Activity (DoDEA)
-
Camp, NC
OTHER
- Summary About the Position: This position is located at Brewster Middle School aboard Camp Lejeune, North Carolina. Learn more about this agency Overview Accepting applications Open & closing dates 04...
- 5 Days Ago
RECREATION AID (LIFEGUARD)
- US Air Combat Command
-
Kure Beach, NC
FULL_TIME
- Duties 1. Continuously observe the pool to ensure safety. 2. Ensures only authorized patrons are admitted to the area. 3. Rescues swimmers in trouble, promptly administers first-aid, and calls for med...
- 8 Days Ago
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0 Associate Financial Aid Director jobs found in Wilmington, NC area
Caregiver - Bonus & Weekly Pay
- LHC New
-
Hampstead, NC
- Summary We're hiring Caregivers to work 1:1 patient care in Hampstead, NC | $500.00 Loyalty Bonus, Flexible Schedules, P...
- 4/24/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Wilmington, NC
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/24/2024 12:00:00 AM
Internal Revenue Agent (Reviewer - Examiner) Temp NTE 1 Yr., MBE, MBMP 12 MONTH ROSTER (Amended)
- Department Of The Treasury
-
Wilmington, NC
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/24/2024 12:00:00 AM
Supervisory Internal Revenue Agent (12 month roster) AMENDED
- Department Of The Treasury
-
Wilmington, NC
- Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Roster
- Department Of The Treasury
-
Wilmington, NC
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION? A description of the business units can be found at: h...
- 4/24/2024 12:00:00 AM
Testing Consultant, Financial Services
- Bip.monticello
-
Wilmington, NC
- BIP.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class...
- 4/23/2024 12:00:00 AM
Finance Analyst, Global Accounts Receivable
- Thermo Fisher Scientific Inc.
-
Wilmington, NC
- Job DescriptionThermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of approximatel...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
- Department Of The Treasury
-
Wilmington, NC
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
About Wilmington, North Carolina
Wilmington is a port city and the county seat of New Hanover County in coastal southeastern North Carolina, United States.
With a population of 119,045 in 2017, it is the eighth most populous city in the state. Wilmington is the principal city of the Wilmington Metropolitan Statistical Area, a metropolitan area that includes New Hanover and Pender counties in southeastern North Carolina, which has a population of 263,429 as of the 2012 Census Estimate.
Wilmington was settled by the English along the Cape Fear River. The city was named after Spencer Compton who was the Earl of Wilmington. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Associate Financial Aid Director jobs
$53,015 to $74,940
Wilmington, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Associate Financial Aid Director do?
Associate Financial Aid Director in Lorain, OH
In the final analysis, about 35% of the incoming class will receive some kind of aid.
December 23, 2019
Associate Financial Aid Director in York, PA
The Associate Director of Financial Aid is a key leadership position within the Financial Aid Office, managing daily customer service operations, and coordinating activities to meet administrative financial aid needs of our students.
February 22, 2020
Associate Financial Aid Director in Longview, TX
The Associate Director will provide oversight and strategic direction for the Financial Aid Office processing operations.
January 02, 2020