Financial Planner

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🕒 April 4

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Logo of Apex Systems

Apex Systems

1001 - 5000 employees

Founded 1995

🤖 Artificial Intelligence

🔒 Cybersecurity

Artificial Intelligence • Cybersecurity • Cloud and Infrastructure

Apex Systems is a leading technology services company specializing in a wide range of IT solutions, including artificial intelligence, application development and modernization, cloud and infrastructure services, cybersecurity, and managed services. The company focuses on enhancing customer experience and providing strategic transformation to various industries such as banking, retail, and healthcare. Apex Systems collaborates with major technology partners like AWS, Google Cloud, and Microsoft to deliver innovative solutions and meet the evolving needs of its clients.

📋 Description

• Provide financial aid assistance to prospective and enrolled students. • Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance. • Assist Veterans in the completion of the VA Benefits Application. • Ensure compliance and confidentiality with all federal, state, and internal policies and procedures. • Provide clerical support to both the Director of Financial Planning and Financial Counselor Manager. • Counsel perspective students on financial aid eligibility and payment options. • Work closely with other Financial Planners and staff all working toward departmental goals. • Answer questions, inquiries or requests from students and parents in person or in writing regarding financial aid programs and eligibility.

🎯 Requirements

• High School Diploma/GED Required • Associate and/or Bachelor’s Degree preferred or a combination of education and experience • 2 years customer service experience preferred • Financial Aid Experience preferred, but not required • Proficiency with MS Office, navigating the Internet, and learning database software systems is essential • Salesforce experience a plus

🏖️ Benefits

• Paid time off • Flexible work arrangements

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