Assistant Director of Financial Aid

About the role

The Assistant Director evaluates complex financial aid application materials to determine student eligibility for federal, state, and specialized institutional need-based aid. Reporting to the Director, this position is responsible for managing a dedicated caseload of students through recruitment, awarding, and enrollment. The role also serves as a strategic liaison for high-priority campus initiatives while ensuring compliance with regulatory mandates.

Responsibilities

• Provide exceptional financial counseling to prospective and currently enrolled students and their families.
• Explain university financial policies, payment systems, loan options, and budget planning via phone, email, and in-person meetings.
• Evaluate aid applications and understand the nuances of federal and institutional methodology and need analysis.
• Formulate tailored, need-based financial aid packages for an assigned student caseload of Graduate and Undergraduate students.
• Utilize professional judgment to review and adjust aid packages in response to family financial appeals or changed circumstances.
• Serve as the dedicated point person and liaison for specific programs.
• Support cross-departmental operations with Admissions, the Registrar, and the Bursar to resolve individual student accounts.
• Ensure strict compliance with all Title IV federal regulations, state laws, and institutional standards during verification and the processing of aid.
• Assist in the testing, auditing, and optimization of financial aid management software.
• Assist with the ongoing training, professional development, and mentorship of Financial Aid staff.
• Cooperate and collaborate with other employees in the spirit of teamwork and collegiality.
• Comply with all Trinity University policies and guidelines.

Requirements

• Bachelor’s Degree required.
• Minimum of 2-4 years of progressive financial aid experience required.
• Proficiency with advanced financial aid management systems, specifically PowerFAIDS, and CRM platforms (e.g., Slate) is highly preferred.
• Knowledge of complete tax documents.
• Superior interpersonal skills to handle high-stress, sensitive financial situations with discretion.
• Ability to communicate highly complex formulas and legislative policies simply and clearly.

Qualifications

All jobs require a current Criminal Background Check (CBC) and the ability to obtain Department of Education database access.

Compensation

The compensation for this role is $59,370.27-$74,212.84, with starting salaries based on factors including internal equity, relevant experience, and education.