Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Executive Director of Student Financial Services providing strategic leadership and operational oversight across financial aid and student services. Driving compliance, process improvement, and student success initiatives.
Responsibilities
- Provide visionary leadership aligned with the University’s mission and strategic priorities
- Develop long-term plans to enhance service delivery, operational efficiency, and student satisfaction
- Advise senior leadership on financial aid, student accounts, and Veteran benefits
- Build strong partnerships across campus to integrate financial services with broader student success strategies
- Promote a culture of belonging, ensuring all students feel respected, supported, and valued
- Lead integrated operations across financial aid, student accounts, and military/Veteran billing
- Monitor performance metrics to drive continuous improvement
- Maintain a regulatory calendar to ensure timely execution of key processes
- Ensure compliance with Title IV, FERPA, and other applicable regulations
- Serve as primary liaison to external auditors and regulatory agencies
- Conduct internal audits and risk assessments to proactively address issues
- Uphold financial aid integrity by implementing fraud prevention protocols and ethical oversight practices
- Oversee budget planning and resource allocation
- Coordinate reconciliation of aid disbursements and student accounts
- Support enrollment and retention through strategic aid packaging and tuition management
- Lead implementation and optimization of financial systems
- Collaborate with ITS and other departments to ensure data integrity and system interoperability
- Supervise and mentor department leaders and staff
- Promote a culture of accountability, innovation, and service excellence
- Deliver professional development and foster an inclusive, respectful environment
- Encourage team practices that reflect empathy, equity, and cultural awareness
- Champion a student-first approach to financial services
- Resolve complex student issues with empathy and sound judgment
- Collaborate with campus stakeholders to align financial services with broader student support
Requirements
- Bachelor’s degree and a minimum of six years of progressively responsible experience, including leadership roles within financial aid, student financial services, or enrollment management at an accredited institution
- Experience with PowerFAIDS and a commitment to supporting diverse adult learners in distance education
- Strong collaborative leadership and management skills
- Proficiency in CRM systems (e.g., Salesforce), Student Information Systems, and Microsoft Office Suite
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