Assistant Director of Financial Counseling Services

Massachusetts, United States
Salary Not specified
Feb 02, 2021
Employment Level
Employment Type
Full Time

Assistant Director of Financial Counseling Services

About Northeastern:
Founded in 1898, Northeastern is a global research university and the recognized leader in experience-driven lifelong learning. Our world-renowned experiential approach empowers our students, faculty, alumni, and partners to create impact far beyond the confines of discipline, degree, and campus.

Our locations—in Boston; Charlotte, North Carolina; London; Portland, Maine; San Francisco; Seattle; Silicon Valley; Toronto; Vancouver; and the Massachusetts communities of Burlington and Nahant—are nodes in our growing global university system. Through this network, we expand opportunities for flexible, student-centered learning and collaborative, solutions-focused research.

Northeastern's comprehensive array of undergraduate and graduate programs— in a variety of on-campus and online formats—lead to degrees through the doctorate in nine colleges and schools. Among these, we offer more than 195 multi-discipline majors and degrees designed to prepare students for purposeful lives and careers.

About the Opportunity:
Northeastern University's Roux Institute is designed as an engine of innovation, talent-building, and economic growth for Portland, Maine, and northern New England. Partnerships set our model of graduate education and research apart. With leading companies and nonprofit organizations at the table from day one, we're creating programs that are preparing the workforce to stay agile and thrive in a competitive landscape powered by artificial intelligence. We're nurturing an environment for high-impact research and innovation in computer and data science, digital engineering, the advanced life sciences and medicine, and other tech fields. And we're helping entrepreneurs launch businesses focused on and powered by technology. Together, we envision an “innovation corridor” that in the coming years will stretch from Boston to Portland and beyond.

The Assistant Director of Financial Counseling Services, Roux Institute is responsible for assisting with the coordination and selection of recipients for the Roux Institute's generous scholarship programs, compiling and analyzing the data necessary to make appropriate selections, producing reporting to continue the promotion of fundraising for scholarships, and counseling prospective students on all financial opportunities that help to pay for the remaining balance of their program's tuition. The Assistant Director will also be responsible for providing counseling services to students around the topics of bill payment, long term financing options for student charges, payment plan and student loan opportunities.

The Assistant Director will work collaboratively with the Roux Institute's Enrollment and Learner Services teams as well as Northeastern University's central teams, including the Director of Graduate Financial Aid, Advancement, and the individual Colleges at Northeastern to ensure accurate awarding and reporting of all Roux Institute funds. Additionally, the Assistant Director will work with the office of Student Accounts to facilitate bill payment plans and activities.

Working with the Director of Graduate Financial Aid and the Office of Student Accounts, the Assistant Director represents Student Financial Services when working with the Roux Institute enrollment team to recruit, enroll, financially counsel and retain students, including attending any enrollment and recruitment events, such as open houses, orientations, and online presentations.

The Assistant Director advises and counsels a caseload of Roux Institute students/families on the availability of financial aid, the delivery process for receiving it, and the reconciliation processes required to ensure that financial aid funds are transferred to student accounts. The Assistant Director reviews student applications, performs verification procedures, reviews/evaluates appeals, and intercedes for students with participating departments (college admissions and student services departments, the Registrar's Office, OGS, DCAVS. Etc.). The Assistant Director will provide enhanced financial counseling in order to assist student with financing and paying for their degree, including providing students with a long term plan to finance their degree including all offered scholarships, loans, payment plan, employer funding, etc.

Working with the Director of Graduate Financial Aid and the Student Account Office, assist in training and advising the members of the Roux Institute Student Enrollment team on policies and procedures relating to the administration and processing of all SFS related functions around financial aid and student account activities.

The Assistant Director will also provide Student Accounts functions as needed, including processing of payments, scholarship checks, advising students on the use of Flywire, reviewing payment plan options and long term financial understanding of paying for a Northeastern education. Processes third-party payments (wires, credit card, checks), adjustments, reconciles accounts, follows through on collection activities for delinquent accounts, de-links students as a result of unresolved delinquent accounts and communicates to students accordingly. Coordinates the process of creating new third party accounts and agreements for Roux Institute students. Creates and maintains documentation related to third party policies and procedures.

The Assistant Director contributes to all shared Student Financial Services and Enrollment Management goals and manages special projects and initiatives as requested.

  • Bachelor's degree required. Master's degree preferred. 3-5 years' experience in student personnel administration, financial aid required. Prior supervisory experience preferred. Knowledge of Title IV regulations, federal and institutional need analysis. Strong communication, interpersonal and organizational skills.
  • Knowledge of Microsoft Word and Excel required.
  • Previous experience working with financial aid management platforms required, Knowledge of Powerfaids and/or Banner highly preferred.
  • Experience with Salesforce and Banner preferred.
  • Demonstrated ability to work with a diverse student population.
  • Flexible work schedule.
  • Eager to work in a startup environment
  • Self-motivated and a team player

Salary Grade:

Additional Information:
Northeastern University is an equal opportunity employer, seeking to recruit and support a broadly diverse community of faculty and staff. Northeastern values and celebrates diversity in all its forms and strives to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion.

All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

To learn more about Northeastern University's commitment and support of diversity and inclusion, please see

To apply, visit