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Student Accounts Specialist

Department: Finance Effective Date: May 2002
Grade: USG 6 Reports to: Manager, Student Accounts

General Accountability

The Student Accounts Specialist is accountable to the Manager, Student Financials for accurately updating and processing financial transactions to students’ accounts. In this capacity, the incumbent possesses a thorough understanding of the student account and related financial procedures as well as providing a customer support role.

Nature and Scope

Student Accounts is responsible for the accurate assessment, billing and collection of all tuition, housing and related student fees. The incumbent possesses a thorough understanding of the student financial account and the underlying software application. The incumbent manages Grad TA, RA and Congese Payment Plans, which involve set-up, collection and reconciliation. He/she is responsible for the analysis, recording and reconciliation of Fee Remission Scholarships. A strong working relationship must exist with the staff in Grad Studies Office, Human Resources, and Grad Faculty Administrators in order to evaluate and resolve issues relating to Payment Plans and Fee Remissions.

The incumbent requires knowledge of student tax receipt issues and related rules for dealings with Canada Customs and Revenue Agency.

Proficiency with PC applications including Excel and Word are required.

He/she participates in testing during upgrades and system development as required. Strong communication skills are essential as the incumbent communicates with students, faculty, staff and sponsoring agencies in resolving issues. The specialist has a good understanding of academic student records in order to understand tuition assessment and provide essential quality service.

Statistical Data

Specific Accountabilities

Working Conditions