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Student Financial Services Assistant CL-3

Apply now Posting Number: 493044
Type of Position: Full-time
Location: Poughkeepsie, NY
Categories: Office Support

Position Title:

Student Financial Services Assistant CL-3


Office of Student Financial Services

Job Summary:

The Office of Student Financial Services seeks a Student Financial Services Assistant to perform a wide variety of customer service, clerical, and technical functions, specifically concerning student financial aid and billing.

Minimum Qualifications:

The ideal candidate will be a high school graduate. Candidates should have 3-5 years of progressively responsible secretarial/ clerical work, or any combination of training, experience and education sufficient to indicate an ability to do the work. All candidates must also be able to demonstrate computer proficiency with Microsoft Office Suite.

1C- Advanced Reception/ Response

Consistently demonstrates ability to independently provide routine and non-routine responses and detailed information from inquiries (telephone, email, or in-person). May be asked to broadcast information or answers. Direct visitors as needed.

5A- Basic Written Communication

Consistently demonstrates ability to generate or update correspondence from templates or samples, utilizing a working knowledge of supported word processing software.

7B- Intermediate Record and Data Processing

Consistently demonstrates ability to process routine forms and records quickly and accurately, using multiple programs, and investigate and resolve problems such as missing or inaccurate data. Consistently demonstrates attention to detail.

15C- Advanced Interpersonal Communication

Consistently demonstrates high communication skills, and sensitivity to the concerns or interests of others in conveying information. Demonstrates the understanding of factual information and the use of persuasion tactics to help others identify solutions or possible alternative courses of action.

16A- Basic Judgment

Consistently demonstrates ability to reference operational procedures within department on routine matters and select suitable response with minimal guidance.

18A- Basic Organizational Knowledge

Consistently demonstrates working knowledge of immediate work area and department.

20B- Intermediate Regulatory Knowledge

Consistently demonstrates a comprehensive knowledge of laws and government regulations and enforcement systems that apply to the department’s operation.

Essential Functions:

  • Serve as a point of contact over the phone, in person and online, for students, parents, faculty, staff and the general public. Answer questions as able or refer inquiries to the appropriate person.
  • Address routine student/ parent inquiries regarding financial aid and billing. Follow up over phone when appropriate.
  • Function as a cashier and reconcile cash and check payments.
  • Ensure appropriate documentation is received in order to verify financial aid eligibility; guide students to ensure financial aid requirements are completed accurately and in a timely fashion.
  • Maintain and update both electronic and hard-copy student files.
  • Schedule office appointments and maintain calendars as applicable.
  • Create and update office correspondence as needed.
  • Assist with student employment paperwork and ensuring accurate and complete documentation is received.
  • Maintain knowledge of state and federal regulations pertinent to position.
  • Consistently demonstrate courtesy, tact, professionalism, strong customer service skills, and the ability to handle difficult people.
  • Possess intimate knowledge of the entire institution.
  • Perform other job-related duties as required.


Preferred Qualifications:

1-2 years of experience in a Higher Education administration highly preferred.

Required Application Documents:

Cover letter, Resume, & Three Professional References.

About the Department and School:

The Marist College Office of Student Financial Services is committed to providing affordability options and managing the equitable distribution of student aid funds. The office coordinates student employment both on and off campus, student billing, and financial literacy. We are dedicated to promoting accessibility through personalized service and integrity. 

Normal office hours are from 8:30 am to 6:00 pm. We encourage our staff to avoid vacations during April, early May and mid-August to mid-September. Extra hours will be required during the beginning of each semester when working with enrollment and billing deadlines. Occasional early morning and evening overage is required. All staff is required to participate during Open House weekend and on two weekends (2 Saturdays and 2 Sundays) for orientation for incoming freshmen and transfer students.

About Marist College:

Located on the banks of the historic Hudson River, on Fifth Avenue in Manhattan, and at its Florence, Italy campus, Marist College is a comprehensive, independent institution grounded in the liberal arts. Its mission is to “help students develop the intellect, character, and skills required for enlightened, ethical, and productive lives in the global community of the 21st century.” Marist is consistently recognized for excellence by The Princeton Review (Colleges That Create Futures and The Best 385 Colleges), U.S. News & World Report (10th Best Regional University/North, 5th Most Innovative School/North), Kiplinger’s Personal Finance (“Best College Values”), and others. The College is top-ranked for long-term study abroad (#4 in the U.S.) by the U.S. State Department’s Open Doors report. Marist educates more than 5,000 traditional-age undergraduate students and 1,400 adult and graduate students in 47 undergraduate majors and numerous graduate programs, including fully online MBA, MPA, MS, and MA degrees, and also Doctor of Physical Therapy and Physician Assistant programs. To learn more, please visit

Type of Position:

Full Time



Months per Year:


Work Schedule:

Monday-Friday, 8:30AM- 5:00PM


Marist College main campus, Poughkeepsie, NY.

Number of Positions Openings:


Equal Employment Statement:

Marist College is committed to creating a diverse workforce on our campus by ensuring that barriers to equal employment opportunity and upward mobility do not exist here. To this end, the College will strive to achieve the full and fair participation of minorities, women, people with disabilities, and any other protected groups found to be under-represented.

Equal opportunity means employment, development, and promotion of individuals without consideration of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, or veteran status unless there is a bona fide occupational requirement which excludes persons in one of these protected groups. The College will review its employment policies and procedures to ensure that barriers which may unnecessarily exclude protected groups are identified and eliminated. The College will also explore alternative approaches if any policy or practice is found to have a negative impact on protected groups.

Marist's policy of non-discrimination includes not only employment practices but also extends to all services and programs provided by the College. It shall be considered a violation of College policy for any member of the community to discriminate against any individual or group with respect to employment or attendance at Marist College on the basis of race, color, disability, religion, age, sex, marital status, national origin, sexual orientation, veteran status, or any other condition established by law.


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