Intermediate Information Officer, Student Accounts

Job Type:

Employee

Duration in Months (for fixed-term jobs):

N/A

Job Family:

Accounting

# of Open Positions:

1

Faculty/Service - Department:

Student Accounts, Financial Resources Services

Campus:

Main Campus

Union Affiliation:

SSUO

Date Posted:

May 22, 2023

Closing Date:

June 02, 2023

Note: Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above

Hours per week:

35

Salary Grade:

SSUO Grade 07

Salary Range:

$55,245.00 - $69,783.00

• This position may be eligible for a telework arrangement. Learn more about our telework guidelines click here

Position purpose:

Reporting to the Lead Administrator, Student Accounts, provides customer service as a specialist and expert in student financial matters at the University of Ottawa. Greets, informs and advises students on their financial accounts, methods of payment, refunds and financial arrangements to ensure they properly understand their financial situation, and thus improve student satisfaction and retention. Makes changes to student accounts and performs relevant financial transactions.

In this role, your responsibilities will include:

Client service: Greets, informs and advises students in person, by phone and in writing concerning their financial records, methods of payment, appeals, refunds and financial arrangements, policies, deadlines, and other services and partners who might meet their needs. Ensures courteous, prompt service that meets University service excellence standards and projects a positive image of uOttawa to all clients. Manages emotional or hostile clients with professionalism and, when not successful, directs them to a counsellor or to the person responsible for service and communications excellence, as applicable.

Analysis: Consults students’ financial records. Interprets data, enters data in the system and updates student records.

Provides accurate information and detailed explanations regarding procedures, statements of account, tax documents (T2202A, T4A, U-Pass and RL-8) and such. Makes initial assessments regarding exceptions according to established internal rules and determines whether a meeting between a student and an academic adviser is required.

Financial transactions: Collects various service fees. Issues receipts, calculates interest and invoices late tuition payment fees. Checks student accounts and corrects errors therein or, depending on the complexity, recommends a correction to own superior. Produces copies of certifications for income tax purposes.

What you will bring:

• At least two years’ experience in interpreting, explaining and applying regulations and procedures
• At least two years’ experience in providing specialized advice to customers
• Good judgment, with attention to detail and commitment to a job well done
• Tact, diplomacy and the ability to effectively communicate in both official languages (in person, by phone, by email and in writing) with University students, parents, faculties and sponsoring agencies
• Bilingualism: French and English (spoken and written)
• Knowledge of computer systems and software, including financial systems, spreadsheets, databases, Internet browsers and email software.
• Communication, interpersonal and problem-solving skills
• Ability to work well in a team environment
• Ability to understand and interpret client needs
• Knowledge of post-secondary institutional organizations and related regulations is an asset
• Knowledge of administration and accounting principles normally acquired through postsecondary studies in a related discipline or an equivalent combination of education and work experience
• Ability to learn and recall a host of very detailed regulations, procedures and information
• Organizational skills and ability to work quickly and under pressure
• Experience in entering and checking data

Key Competencies at uOttawa:

Here are the required competencies for all or our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.

Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.

Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.

Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact [email protected] to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.

If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.