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Assistant Director, Financial Aid
Assistant Director, Financial AidWake Forest University • Winston Salem, North Carolina, USA
Assistant Director, Financial Aid

Assistant Director, Financial Aid

Wake Forest University • Winston Salem, North Carolina, USA
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Job Description Summary

The Office of Student Financial Aid Assistant Director will have a number of primary responsibilities by providing counseling need analysis and packaging for a section of students based on alphabetical distribution. The assistant director advises students about the financial aid application process financial aid eligibility treatment of unusual and extenuating circumstances and financial aid programs. The Assistant Director will also oversee one or more aid programs as assigned by the Executive Director of Financial Aid with oversight over all aspects of the programs administration from student eligibility disbursement award adjustments monthly and final reconciliation budgeting and compliance for these areas and coordination with other aid programs in a student aid package. The Assistant Director also manages the receipt and reconciliation of external scholarships and state grants leads Return of Title IV (R2T4) withdrawal processing for undergraduate students and provides high-level counseling to students and families. The role partners across university departments to ensure effective stewardship of institutional and donor-funded resources and supports key compliance and audit functions for the Office of Student Financial Aid.

Selection preference will be given to candidates with the ability to work independently and collaboratively on a team in a professional manner; with the ability to plan and carry out the essential functions of the role; with a strong commitment to customer service; the flexibility to adapt and respond to the needs of a diverse constituency; and excellent communication skills.

The AD will perform most job duties in an office setting on the University campus in Winston-Salem North Carolina and by remote modes according to departmental and university needs.

  • This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Job Description

Essential Functions :

  • Serves as a primary program manager for an aid program as assigned with oversight over all aspects of the programs administration from student eligibility disbursement award adjustments monthly and final reconciliation and coordination with other aid programs in a student aid package.
  • Manages the receipt processing and reconciliation of external scholarships and state grants; ensures timely and accurate posting of awards compliance with regulatory requirements and clear communication with students and campus partners.
  • Administers special scholarship programs coordinating with Undergraduate Admissions Merit Scholarships and other university departments to determine eligibility and ensure donor compliance.
  • Performs need analysis and exercises professional judgment in evaluating special or unusual financial circumstances; packages and revises financial aid awards in compliance with institutional and federal regulations.
  • Manages the calculation processing and documentation of Return of Title IV (R2T4) withdrawal calculations for all undergraduate students; ensures compliance with federal requirements and supports audit readiness.
  • Provides backup support for the Associate Director in certifying and advising on VA education benefits. This includes
  • Participates in financial aid appeals and scholarship committees; contributes to policy discussions and case reviews.
  • Supports federal and institutional compliance through accurate documentation and audit readiness for all areas of responsibility.
  • Maintains detailed and accurate records of communication awarding decisions and supporting documentation in accordance with office protocols.
  • Coordinates presentations and workshops for prospective and current program assignments for students and scholarship recipients; develop outreach and training material as needed
  • Assists in the development and continuous improvement of financial aid systems and procedures related to assigned populations.
  • Serves as a primary / secondary contact with campus partners in the Registrars Office Student Financial Services Undergraduate Admissions International Student Services (ISS) and others to meet students needs
  • Performs other duties as assigned in support of the goals of The Student Financial Aid Office.
  • Required Education Knowledge Skills Abilities :

  • Bachelors degree required; Masters degree preferred.
  • At least 3 years of experience in financial aid administration or related higher education setting; experience with both federal and institutional methodology preferred.
  • Demonstrated knowledge of federal financial aid regulations study abroad funding models external scholarships and donor-supported scholarship programs.
  • Strong analytical organizational and problem-solving skills; ability to manage multiple priorities in a high-volume setting with accuracy and professionalism.
  • Excellent interpersonal oral and written communication skills with the ability to engage effectively across diverse campus constituencies.
  • Demonstrated ability to work independently and collaboratively within a team; sound judgment and flexibility in responding to evolving priorities.
  • Proficiency in Microsoft Office Google Workspace and student information systems; PowerFAIDS or similar system experience preferred.
  • Ability to manage sensitive information in a confidential manner. Protects PII and CUI in all instances
  • Willingness to work occasional evenings / weekends and travel as needed.
  • Accountabilities :

  • Responsible for own work only.
  • Physical Requirements :

  • Sedentary work primarily involves sitting / standing; communicating with others to exchange information; repeating motions that may include the wrists hands and / or fingers; and assessing the accuracy neatness and thoroughness of the work assigned.
  • Environmental Conditions :

  • No environmental conditions
  • Additional Job Description

    Time Type Requirement

    Full time

    Note to Applicant :

    This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his / her supervisor.

    In order to provide a safe and productive learning and living community Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

    Equal Opportunity Statement

    The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race color religion national origin sex age sexual orientation gender identity and expression genetic information disability and military or veteran status.

    Accommodations for Applicants

    If you are an individual with a disability and need an accommodation to participate in the application or interview process please contact or .

    Required Experience :

    Director

    Key Skills

    Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Assistant Financial Aid • Winston Salem, North Carolina, USA

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