Financial Planning Assistant

Apply now Job Vacancy: 22-210
Work type: Full-Time Staff
Location: Atlanta, GA
Categories: Financial Aid/Financial Planning, Administrative Support

Position Title

Financial Planning Assistant


Financial Planning


General University

Vacancy Number


Work Location

Atlanta, GA

Job Type


Job Category


Hours Per Week



This position serves as the initial point of contact for callers and visitors both on the phone and in the Office of Student Financial Planning. This employee greets, assists, and if unable to help, then directs visitors to the appropriate Financial Planning personnel. This position collects, scans, and enters into Campus Nexus all completed forms, correspondence, and any other necessary documentation and certifies I-9s. This position will assist the Director of Student Financial Planning for Atlanta and Regional Academic Centers with other projects as assigned.

Required Qualifications

A high school diploma/GED and two years of related experience to include administrative office support, customer service, and data entry are required.  General working knowledge of Microsoft Word and Excel is required. The successful candidate must have excellent customer service skills to assist students and parents on the phone and in person. Must be able to multi-task and complete various duties simultaneously. Must maintain knowledge of policies and procedures to comply with Federal and State regulations and privacy issues. Must possess excellent communication skills and have the ability to handle difficult customers. Must know how to use a copier, fax and shredder in order to assist with various office duties. Must be a team player and work well with all types of people.

Is a criminal background check needed for this position?


Is a credit check needed for this position?


Pay Rate

Base: $13.26 an hour up to commensurate with experience

Pay Basis


FLSA Status


Required Documents

Resume, Cover Letter, References

Special Instructions to Applicants

Applicants should be prepared to answer the following questions:

1. Please describe specific ways you have used Microsoft Word.
2. Please describe specific ways you have used Microsoft Excel.
3. What qualities and/or experiences make you the best candidate for this position?

EEO Statement


Mercer University recognizes the power of a diverse community and encourages applications from individuals with varied experiences, perspectives, and backgrounds.

COVID-19 Vaccine Mandate

Per President Biden's Executive Order, federal contractors and their employees must be fully vaccinated against COVID-19. Since Mercer is a federal contractor, all Mercer University and MERC employees are required to be fully vaccinated no later than December 8, 2021 unless a medical or religious exemption is approved by the University. New hires after December 8, 2021, will be required to provide their COVID-19 vaccination card or receive approval for a medical or religious exemption before their first day of employment.

Advertised: Eastern Daylight Time
Applications close:

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