Account Specialist

About the Role

The Office of Finance & Treasury is seeking an Account Specialist within the Bursar Office to administer approximately $1 billion in financial transactions annually for 9,000 student tuition/fee accounts, respond to customer service inquiries, and manage various account programs.

Responsibilities

• Student Account Administration:
  • Validate and post financial transactions from departments, banks, service providers, and internal/external systems.
  • Research and resolve rejections and failed postings.
  • Process direct payments and create financial posting batches.
  • Administer installment plans for tuition and fees for graduate and undergraduate students.
  • Create graduate student salary advances and repayment plans.
  • Initiate billing and collection for withdrawn and re-admitted students; monitor accounts and communicate with departments.
  • Complete tuition/enrollment forms (e.g., Canadian Tax Form, UN Forms, External Scholarship Forms).
  • Participate in receivable accounting and 18 general ledger reconciliation activities; process journals and adjustments.
  • Respond to complex customer service tickets, telephone, and written inquiries; assist with online billing and payment services.
• Rent Administration and Customer Service:
  • Respond to inquiries and resolve issues with tenants, Housing Office, and others.
  • Provide payment history and track accounts with special arrangements.
  • Manage security deposits: ensure proper receipt, deposit, and return following regulations.
  • Reconcile bank security deposit activity to receivable database.
  • Analyze account activity and determine security deposit amounts; provide written notifications.
  • Process payroll deductions, third-party billing, collection communications, and general ledger tasks.
  • Verify and post daily payment transactions; reconcile activity to database totals.
• Medical Benefits Administration and Customer Service:
  • Administer Medical Benefits receivable: post transactions, issue collection emails, and assist accountholders.
  • Review balance reports and advise Human Resources on delinquencies.
  • Assist retirees with online account navigation and respond to payment/charge inquiries.
  • Create and monitor service tickets with third-party vendors.

Qualifications

• High School Diploma; Associate's degree or higher preferred.
• 2+ years of customer service and account administration experience, preferably in an educational institution.
• Experience with enterprise Student Accounts systems, preferably PeopleSoft, in a college/university setting.
• Proficiency in MS Office (Word, Excel) and intermediate Outlook skills.

Pay

Salary Range: $80,000 to $85,000

Schedule

Standard Weekly Hours: 36.25

Benefits

Eligible for comprehensive benefits program.

Princeton University is an Equal Opportunity Employer.