ADS Level 5 - Finance Assistant - Financial Services
Top Benefits
About the role
The Financial Services Department is seeking applications from qualified, energetic and motivated individuals to provide financial and administrative support to their team. The Financial Services Department is responsible for the areas of finance related to Student Accounts, Accounts Payable, Accounts Receivable, Banking and Research Accounting. The Finance Assistant will report to the Assistant Manager, Research & External Receivables. The ideal candidate needs to be confident, friendly, outgoing, detail oriented, enjoy working in a fast-paced environment, and have strong organizational skills.
What we offer:
- Comprehensive Health and Dental
- Post Retirement Benefits
- Tuition Waivers
- Health and Wellness on Campus available to staff
- Professional Development Opportunities
RESPONSIBILITIES:
- Providing customer service either in person, on the telephone or by email to students, faculty, staff, and the general public
- Triaging daily inquiries (internal and external) that are received in the Financial Services Office and direct individuals to the proper area of the University to address their questions
- Coordinating and processing incoming invoices and request for payment documents for scanning, digitizing, uploading to the financial information system, and maintaining electronic storage of such documents
- Processing and receipting University revenue for all non-student accounts receivables, balancing cash sheets, and preparing deposits
- Providing general administrative support to the Financial Services Office
- Ordering and maintaining office supplies and work orders
- Providing procedural instructions and training support to other UPEI department staff for common Financial Services functions, such as processing payments of invoices and reimbursement requests, and cash receipting, etc.
- Maintaining the schedules of the office management team including assessing priorities for meeting requests
- Preparing journal, and other accounting related, entries
QUALIFICATIONS:
- Completion of post-secondary education in related office program with one year related experience, or an equivalent combination of training and experience
- Experience with processing payments and cash handling
- Strong organizational skills for managing tasks, schedules and documents
- Excellent communication and customer service skills
- Accuracy and attention to detail with regards to documentation preparation, record-keeping, and other administrative tasks
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams)
- Adaptable to changing priorities within a fast-paced work environment
- Experience in a University setting is not required but would be considered an asset
About University of Prince Edward Island
Established in 1969, the University of Prince Edward Island (UPEI) is a comprehensive public liberal arts university in Charlottetown, Prince Edward Island, Canada, with roots in its founding institutions, Prince of Wales College (est. 1834) Saint Dunstan's University (est. 1855).
The only university in the province, UPEI offers a wide range of programs and degrees within the faculties of Arts; Business; Education; Graduate Studies; Indigenous Knowledge, Education, Research, and Applied Studies; Nursing; Science; Sustainable Design Engineering; and Veterinary Medicine. Home to Canada Research Chairs, a UNESCO Chair in Island Studies and Sustainability, endowed and sponsored research chairs, and 3M National Teaching Fellows, UPEI comprises a community of talented and dedicated faculty and staff who provide exceptional learning experiences to Canadian and international students under their tutelage.
In addition to its main campus in Charlottetown, UPEI has established the Canadian Centre for Climate Change and Adaptation in St. Peter's Bay, PEI. The University also has an international campus in Cairo, Egypt, offering degrees in business administration, mathematical and computational sciences, and sustainable design engineering. It also has postsecondary exchange programs with universities in numerous countries. As well, post-secondary students in Asia, Africa, and Europe can earn certain UPEI degrees, based on the University's curriculum and rigorous educational standards, while living in their home countries.
With millions of dollars in scholarships, international exchange and experiential learning opportunities, expanding professional and graduate programs, and outstanding student-faculty interaction, UPEI offers students an educational experience designed to help them reach their potential as future leaders.
The interim President and Vice-Chancellor is Dr. Greg Keefe. The Chancellor is the Honourable Catherine Callbeck.
ADS Level 5 - Finance Assistant - Financial Services
Top Benefits
About the role
The Financial Services Department is seeking applications from qualified, energetic and motivated individuals to provide financial and administrative support to their team. The Financial Services Department is responsible for the areas of finance related to Student Accounts, Accounts Payable, Accounts Receivable, Banking and Research Accounting. The Finance Assistant will report to the Assistant Manager, Research & External Receivables. The ideal candidate needs to be confident, friendly, outgoing, detail oriented, enjoy working in a fast-paced environment, and have strong organizational skills.
What we offer:
- Comprehensive Health and Dental
- Post Retirement Benefits
- Tuition Waivers
- Health and Wellness on Campus available to staff
- Professional Development Opportunities
RESPONSIBILITIES:
- Providing customer service either in person, on the telephone or by email to students, faculty, staff, and the general public
- Triaging daily inquiries (internal and external) that are received in the Financial Services Office and direct individuals to the proper area of the University to address their questions
- Coordinating and processing incoming invoices and request for payment documents for scanning, digitizing, uploading to the financial information system, and maintaining electronic storage of such documents
- Processing and receipting University revenue for all non-student accounts receivables, balancing cash sheets, and preparing deposits
- Providing general administrative support to the Financial Services Office
- Ordering and maintaining office supplies and work orders
- Providing procedural instructions and training support to other UPEI department staff for common Financial Services functions, such as processing payments of invoices and reimbursement requests, and cash receipting, etc.
- Maintaining the schedules of the office management team including assessing priorities for meeting requests
- Preparing journal, and other accounting related, entries
QUALIFICATIONS:
- Completion of post-secondary education in related office program with one year related experience, or an equivalent combination of training and experience
- Experience with processing payments and cash handling
- Strong organizational skills for managing tasks, schedules and documents
- Excellent communication and customer service skills
- Accuracy and attention to detail with regards to documentation preparation, record-keeping, and other administrative tasks
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams)
- Adaptable to changing priorities within a fast-paced work environment
- Experience in a University setting is not required but would be considered an asset
About University of Prince Edward Island
Established in 1969, the University of Prince Edward Island (UPEI) is a comprehensive public liberal arts university in Charlottetown, Prince Edward Island, Canada, with roots in its founding institutions, Prince of Wales College (est. 1834) Saint Dunstan's University (est. 1855).
The only university in the province, UPEI offers a wide range of programs and degrees within the faculties of Arts; Business; Education; Graduate Studies; Indigenous Knowledge, Education, Research, and Applied Studies; Nursing; Science; Sustainable Design Engineering; and Veterinary Medicine. Home to Canada Research Chairs, a UNESCO Chair in Island Studies and Sustainability, endowed and sponsored research chairs, and 3M National Teaching Fellows, UPEI comprises a community of talented and dedicated faculty and staff who provide exceptional learning experiences to Canadian and international students under their tutelage.
In addition to its main campus in Charlottetown, UPEI has established the Canadian Centre for Climate Change and Adaptation in St. Peter's Bay, PEI. The University also has an international campus in Cairo, Egypt, offering degrees in business administration, mathematical and computational sciences, and sustainable design engineering. It also has postsecondary exchange programs with universities in numerous countries. As well, post-secondary students in Asia, Africa, and Europe can earn certain UPEI degrees, based on the University's curriculum and rigorous educational standards, while living in their home countries.
With millions of dollars in scholarships, international exchange and experiential learning opportunities, expanding professional and graduate programs, and outstanding student-faculty interaction, UPEI offers students an educational experience designed to help them reach their potential as future leaders.
The interim President and Vice-Chancellor is Dr. Greg Keefe. The Chancellor is the Honourable Catherine Callbeck.