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Financial aid advisor Jobs in Oakland, CA

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Financial aid advisor • oakland ca

Last updated: 9 hours ago

Accounting & Financial Aid Administrator

Jewish Community Center of San FranciscoSan Francisco, CA, United States
Full-time

Accounting & Financial Aid Administrator.Job Category: Accounting/Finance Requisition Number: ACCOU001280.Full-Time On-site San Francisco, CA 94118, USA.SALARY RANGE $80,000 - $85,000 per year GENE... Show more

Senior Hearing Aid Specialist

Costco Wholesale CorporationSan Leandro, CA, United States
Full-time

Responsible for overseeing employees and directing operations of the Hearing Center and other areas of the warehouse.Addresses personnel issues and oversees tasks performed by employees.Participate... Show more

 • New!

Investment Executive (Financial Advisor) Northern, CA - East Bay

Fifth Third BancorpSan Leandro, CA, United States
Full-time

Investment Executive (Financial Advisor) Northern, CA - East Bay.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a car... Show more

Veterinary Hospital Aid/Technician Assistant

Urban Pet HospitalSan Francisco, California, United States
$22.00 hourly
Full-time
Quick Apply

We are looking for enthusiastic Veterinary Hospital Aids/Technician Assistants/Kennels Assistants to support our team with a variety of technical tasks and animal care.As a Veterinary Hospital Aids... Show more

Financial Advisor

BmoSan Francisco, CA, United States
$69,000.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Wealth Financial Advisor

CAPTRUSTSan Francisco, CA, United States
$90,000.00 yearly
Full-time

Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a hol... Show more

Financial Advisor - BMO Bank

LPL FinancialSan Francisco, CA, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment ... Show more

Assistant Director, Financial Aid Processing

University of San FranciscoSan Francisco, CA, United States
$78,000.00 yearly
Full-time +1

Assistant Director, Financial Aid Processing.The Assistant Director of Financial Aid Processing is responsible for the administration, oversight, and continuous improvement of financial aid process... Show more

Licensed Financial Advisor Opportunities

Valued Merchant ServicesSan Francisco, CA, US
$75,000.00 yearly
Full-time
Quick Apply

Spalding Hall Enterprises, LLC  Recruiting Firm  Financial Advisor Opportunities for advisors with $25M in portable business San Francisco, CA, New York A premier global investment bankin... Show more

Financial Advisor

City National BankSan Francisco, California, United States
$95,000.00 yearly
Full-time

WHAT IS THE OPPORTUNITY?Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support covera... Show more

Financial Advisor

Northwestern MutualSan Francisco, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Solutions Advisor - Stonestown Financial Center

Bank of AmericaSan Francisco, CA, United States
$70,000.00 yearly
Full-time

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America... Show more

Financial Advisor

TradeJobsWorkforce94160 San Francisco, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Financial Analyst

AmpcusSan Francisco, CA, United States
Temporary

Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Location(s): San Francisco, CA (Hybrid: Approximately 3 days onsite and 2 days... Show more

VP Financial Advisor

Wealth Enhancement GroupSan Francisco, CA, United States
$164,000.00 yearly
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Northern California.This role is a key member of the advisory team and will help clients achieve ... Show more

Financial Advisor - Greater San Francisco Bay Area

Thrivent Financial for LutheransSan Francisco, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanySan Francisco, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Associate Financial Advisor

Northern TrustSan Francisco, CA, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Registered Financial Advisor - San Francisco

Human AgencySan Francisco, CA, United States
Full-time

Registered Financial Advisor - San Francisco.We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines.Our mission is to bring on individu... Show more

Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196

EYSan Francisco, CA, United States
$141,378.00 yearly
Full-time

Assurance Advisor - Financial Services Office - Manager.Location: San Francisco Salary: Competitive.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally con... Show more

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Accounting & Financial Aid Administrator

Accounting & Financial Aid Administrator

Jewish Community Center of San FranciscoSan Francisco, CA, United States
16 days ago
Job type
  • Full-time
Job description

Accounting & Financial Aid Administrator

Job Category: Accounting/Finance Requisition Number: ACCOU001280

Full-Time On-site San Francisco, CA 94118, USA

Description

SALARY RANGE $80,000 - $85,000 per year GENERAL DESCRIPTION Reporting to the Controller, this position manages the financial aid process, administers contributed revenue, collaborates with Development on grant budgets and reporting, supports government grant invoicing, and performs other accounting administrative duties as needed. RESPONSIBILITIES Financial Aid Administration (50%)

  • Oversee the full lifecycle of the Financial Aid application process.
  • Maintain the financial aid policy and respond to financial aid requests and inquiries.
  • Collect financial aid applications and supporting documentation.
  • Prepare summarized applicant information and recommended awards based on the established financial aid matrix.
  • Communicate with financial aid applicants and families throughout the process.
  • Serve as lead systems administrator for FACTS, the grant and aid assessment platform used for JCCSF Summer Camp and Preschool Programs.
  • Serve as accounting liaison for JCCSF program participants receiving Children's Council services, in collaboration with program administrators.

Contributed Revenue Administration (40%)

  • Oversee gifts and grants administration, including documentation, compliance, financial tracking, reconciliation, and reporting.
  • Reconcile Gifts/Grants GAUs and payments in Salesforce and provide monthly financial progress reporting to Development.
  • Collaborate with Development on grant applications, reporting, and government grant invoicing (GFTA, NEA, Cal OES).
  • Reconcile Contributions Receivable accounts.
  • Support Development with process and reporting requests as needed.
  • Track restricted contributed revenue to ensure that requirements are met.

Other Administrative Duties (10%)

  • Provide ECE Parent Councils with monthly activity reconciliations.
  • Prepare government filings (571L, welfare exemption, etc.).
  • Manage debt compliance and debt covenant requirements.
  • Provide ad-hoc reporting and analysis as requested.
  • Assist in annual audit, as necessary.

REQUIREMENTS

  • Four-year college degree in a relevant field
  • Minimum 5 years' relevant work experience, accounting experience preferred
  • Prior experience administering financial aid programs or processes preferred
  • Excellent communication and interpersonal skills
  • Experience preparing and analyzing financial data with a high level of accuracy and attention to detail.
  • Demonstrated ability to manage confidential information with professionalism and discretion
  • Experience working in a CRM environment, preferably Salesforce.
  • Intermediate to advanced Microsoft Office skills (Outlook, Word, Excel, SharePoint, Teams)
  • Non-profit industry experience preferred
  • Strong problem-solving skills and ability to adapt to changing priorities.
  • Ability to manage multiple projects, meet deadlines, and work independently.
  • Professional team player with strong planning, execution, and attention to detail.
  • Must be fluent in English

WORKING CONDITIONS This job is primarily performed on-site at the JCCSF. Working conditions are typical of an office environment. PHYSICAL REQUIREMENTS Physical requirements are typical of those needed in an office environment. Work includes standing and seated use of computers throughout the workday. STATUS Benefited, exempt position HOURS Full-Time, 40 Hours per week.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.