Marquette University
Financial Services Assistant
Marquette University, Milwaukee, Wisconsin, United States, 53244
Overview
The Financial Services Assistant is part of the Financial Services team in the Office of the Bursar at Marquette University. This position will coordinate and administer all activities related to the refund check program. The Financial Services Assistant is responsible for managing all aspects of third-party contracts related to corporations and embassies. They process all tuition payments from payment vendors and prepare necessary documentation. They process in-person student payments and petty cash reimbursement. They also coordinate all front counter activities and provide excellent customer service as the initial contact for students, parents, faculty, and staff who visit the Bursar Office. Marquette University offers a rich and competitive Total Rewards package and is committed to diversity, inclusion, and a healthy work-life balance. This role supports student success and access to education in a Catholic, Jesuit environment focused on formation of the heart and mind. Responsibilities
Coordinate and process all tasks related to refunds including but not limited to issuing refunds and voids, maintaining refund logs, and contacting students with uncashed checks. Perform all banking related functions including positive pay, uploading files and monitoring direct deposit returns. Maintain knowledge of current federal regulations directing the handling of refunds, timeline and disposition of unclaimed funds. Assist with training and educating student workers. Possess and maintain a working knowledge of PeopleSoft procedures and processes needed to navigate the Cashiering functions; ability to navigate within the system to service students in all aspects of their Student Accounts; understand and identify transactions that post to Student Accounts and explain fees, financial aid, housing charges and adjustments. Process all tuition payments from payment vendors and prepare necessary documentation. Process all tuition/housing deposits received from various offices and programs; post charges/credits and track student charges/credits to maintain accuracy of billings; request and distribute billings to corporations/embassies and post payments when received. Post adjustments directly to students' accounts. Process all Bursar incoming mail. Create corporations/embassy third-party contracts, assign students to said contracts, and track student charges/credits throughout the semester to maintain accuracy of billings; request and distribute billings to various corporations/embassies, and post payments when received. Serve as backup to other Financial Services Assistant position. Provide assistance with special projects and reports as needed. Maintain an understanding of the functions of various university offices and how they relate to the student and the Bursar Office. Send communications to students with returned payments. Reconcile cash drawer as backup to other Financial Services Assistant. Prepare change orders for university departments. Qualifications
Associate degree in Finance, Accounting or 2 years of equivalent work experience. Excellent interpersonal communication skills and superior customer service skills. Excellent attention to detail and ability to work independently and as part of a team. Effective written and oral communication skills; superior organizational skills. Ability to analyze and interpret data. Experience in a financial services setting. Ability to use office equipment, including personal computers; solid working knowledge of Microsoft Word and Excel. Sensitivity to diverse cultures and lifestyles; understanding of MU's Vision, Mission and Values. Bachelor's degree preferred; knowledge of PeopleSoft helpful; work experience in a financial institution and/or university preferred. Details
Department: Bursar Posting Date: 10/01/2025 Closing Date: To apply, visit https://apptrkr.com/6611604 EEO Statement
Marquette University is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other applicable federal or state-protected classification. Application Instructions: Apply Online at https://apptrkr.com/6611604. Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.
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The Financial Services Assistant is part of the Financial Services team in the Office of the Bursar at Marquette University. This position will coordinate and administer all activities related to the refund check program. The Financial Services Assistant is responsible for managing all aspects of third-party contracts related to corporations and embassies. They process all tuition payments from payment vendors and prepare necessary documentation. They process in-person student payments and petty cash reimbursement. They also coordinate all front counter activities and provide excellent customer service as the initial contact for students, parents, faculty, and staff who visit the Bursar Office. Marquette University offers a rich and competitive Total Rewards package and is committed to diversity, inclusion, and a healthy work-life balance. This role supports student success and access to education in a Catholic, Jesuit environment focused on formation of the heart and mind. Responsibilities
Coordinate and process all tasks related to refunds including but not limited to issuing refunds and voids, maintaining refund logs, and contacting students with uncashed checks. Perform all banking related functions including positive pay, uploading files and monitoring direct deposit returns. Maintain knowledge of current federal regulations directing the handling of refunds, timeline and disposition of unclaimed funds. Assist with training and educating student workers. Possess and maintain a working knowledge of PeopleSoft procedures and processes needed to navigate the Cashiering functions; ability to navigate within the system to service students in all aspects of their Student Accounts; understand and identify transactions that post to Student Accounts and explain fees, financial aid, housing charges and adjustments. Process all tuition payments from payment vendors and prepare necessary documentation. Process all tuition/housing deposits received from various offices and programs; post charges/credits and track student charges/credits to maintain accuracy of billings; request and distribute billings to corporations/embassies and post payments when received. Post adjustments directly to students' accounts. Process all Bursar incoming mail. Create corporations/embassy third-party contracts, assign students to said contracts, and track student charges/credits throughout the semester to maintain accuracy of billings; request and distribute billings to various corporations/embassies, and post payments when received. Serve as backup to other Financial Services Assistant position. Provide assistance with special projects and reports as needed. Maintain an understanding of the functions of various university offices and how they relate to the student and the Bursar Office. Send communications to students with returned payments. Reconcile cash drawer as backup to other Financial Services Assistant. Prepare change orders for university departments. Qualifications
Associate degree in Finance, Accounting or 2 years of equivalent work experience. Excellent interpersonal communication skills and superior customer service skills. Excellent attention to detail and ability to work independently and as part of a team. Effective written and oral communication skills; superior organizational skills. Ability to analyze and interpret data. Experience in a financial services setting. Ability to use office equipment, including personal computers; solid working knowledge of Microsoft Word and Excel. Sensitivity to diverse cultures and lifestyles; understanding of MU's Vision, Mission and Values. Bachelor's degree preferred; knowledge of PeopleSoft helpful; work experience in a financial institution and/or university preferred. Details
Department: Bursar Posting Date: 10/01/2025 Closing Date: To apply, visit https://apptrkr.com/6611604 EEO Statement
Marquette University is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other applicable federal or state-protected classification. Application Instructions: Apply Online at https://apptrkr.com/6611604. Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.
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