• Support the Financial Assistance Department with phone calls, email inquiries and tasks as assigned • Assist students with their FAFSA, Entrance Counseling and Master Promissory Note • Process student invoices • Perform a variety of administrative tasks to support the efficient daily operations of the Financial Assistance department • Pitch in to support department initiatives • Work with financial assistance advisors • Updates reports and spreadsheets • Collect students documents and scan to image now • Other duties as assigned

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

• Oversee the configuration and ongoing support of assigned Workday Finance modules. • Manage enhancement intake, backlog tracking, and prioritization in coordination with stakeholders and the Platform Manager. • Support Workday Feature Release reviews, assess impacts, and coordinate implementation activities. • Serve as a primary point of contact for Finance stakeholders, including managing escalations and issue resolution. • Provide day-to-day leadership and guidance to a team of Finance Architects, Configurators, and Analysts. • Collaborate with cross-functional teams to prioritize changes and enhancements based on business needs. • Facilitate requirements gathering sessions and support User Acceptance Testing (UAT) execution. • Monitor case management processes and ensure timely resolution of system issues, including high-impact items. • Ensure adherence to governance, standards, and best practices in system configuration and support.