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Intermediate Information Officer, Student Accounts
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$59k–$75k/yr
Full-time
bachelor degree
Defined Benefit Pension Plan, Group Insurance Coverage, Employee And Family Assistance Program
Posted 28d ago
Apply by Jul 27
~35 hrs/week
Responsibilities
Serves as a specialist for student financial records, providing guidance on payments, reimbursements, and account statements. Performs administrative tasks including processing refund requests, settling vendor invoices, and updating financial systems.
Requirements
Requires post-secondary education in administration or accounting and at least two years of experience in client service and policy application. Must be bilingual in English and French with proficiency in financial software and spreadsheets.
Applications must be received BEFORE (YYYY/MM/DD):
2026/07/27
Hours per week:
35
Salary Grade:
SSUO Grade 07
Salary Range:
$59,038.00 - $74,574.00
Position purpose:
Reporting to the Associate Supervisor of Customer Service, serves as a specialist on University of Ottawa student financial records. Greets students, informs and advises them on their financial records, methods of payment and reimbursement, and financial arrangements, to ensure they properly understand their statements of account, to help with student retention and to provide unequalled customer service.
Performs various administrative tasks, including evaluating refund and payment requests, analyzing and settling vendor invoices, updating information in our financial system and following up with students, colleagues and other services or faculties.
In this job, your responsibilities will include:
Client service
Greets, informs and advises students in person, by phone and in writing concerning their financial records, methods of payment, appeals, refunds, financial arrangements, policies, deadlines, and other services and partners who might meet their needs. Ensures courteous, prompt service that meets University standards for service excellence, and projects a positive image of uOttawa to all clients. Manages emotional or hostile clients with professionalism and, when not successful, directs them to an adviser or to the supervisor, as applicable.
Finds effective solutions to many client issues and redirects problem cases to the relevant faculty or service.
Analysis
Interprets financial information, enters data and updates student records.
Provides accurate information and detailed explanations regarding procedures, statements of account, tax documents (T2202A, T4A, RL-8) and such. Makes initial assessments regarding exceptions according to established internal rules and determines whether a meeting between a student and an adviser is required.
Makes initial contact with other services and partners that could meet clients’ needs or support them in resolving issues, and provides accurate guidance to clients.
Operations management
Analyzes and processes refund requests for students in Canada and abroad. Monitors these files to ensure administrative deadlines are met.
Manages processes related to the section’s ongoing financial operations, to maintain financial integrity and transparency and ensure compliance with policies. Updates vendors’ contact information in the financial system.
Classifies and manages files effectively to preserve confidentiality and ensure documents are complete and accurate for future consultation or auditing.
Drafts and updates internal guides about procedures, processes and systems related to own responsibilities.
Other
Contributes as needed to special projects related to student accounts and own section, or to any other related tasks.
What you will bring:
Knowledge of administration and accounting normally acquired through post-secondary studies in a related discipline or an equivalent combination of education and work experience
Knowledge of post-secondary organizational structures and policies (an asset)
Two years’ client service experience as a contact person
Experience in entering and verifying data
Two years’ experience interpreting, explaining and applying policies and procedures
Knowledge of computer systems and software, including financial systems, spreadsheets, databases, email and the internet
Tact, diplomacy and ability to maintain effective relationships and lines of communication in both official languages (in person, by phone, via email and in writing) with students, parents, sponsoring organizations, and University services and faculties
Good judgment, attention to detail and diligence
Ability to learn and recall a high volume of policies, procedures and very specific information
Ability to understand and interpret client needs
Organizational skills and ability to work quickly under pressure
Teamwork skills
Communication, interpersonal and problem-solving skills
Bilingualism — English and French (oral and written)
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Key Competencies at uOttawa: Here are the required competencies for all or our employees at uOttawa:
Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities. Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible. Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them. Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.
The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact [email protected] to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.
Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.
If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.
Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.
Découvrez une culture de travail qui valorise la diversité, la collaboration et l'innovation. Bienvenue sur la page LinkedIn des Ressources humaines de l'Université d'Ottawa. Nous sommes déterminés à soutenir nos employés dans la réalisation de leurs objectifs de carrière et de leurs aspirations personnelles. Suivez-nous pour des offres d'emploi, des histoires de réussite et des ressources utiles sur l'équilibre entre vie professionnelle et vie personnelle, le développement de carrière et le mieux-être des employés. Rejoignez notre équipe dynamique et inclusive et participez à nos initiatives passionnantes. Suivez-nous sur LinkedIn dès aujourd'hui !
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Discover a workplace culture that values diversity, collaboration, and innovation. Welcome the University of Ottawa's Human Resources LinkedIn page. We're dedicated to supporting our employees in achieving their career goals and personal aspirations. Follow us for job opportunities, success stories, and helpful resources on work-life balance, career development, and employee wellness. Join our dynamic and inclusive team and be a part of our exciting initiatives. Follow us on LinkedIn today!
Offices: 550 Cumberland St, Ottawa, Ontario K1N 6N5, CA
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Which companies are hiring for Education roles in Ottawa, Canada?
Companies currently hiring include uOttawa | Carrières - Careers, City of Ottawa / Ville d’Ottawa, Algonquin College of Applied Arts and Technology-Pembroke Campus, Muslim Association of Canada, inuuqatigiit, among others. Browse the listings above to see every active employer.
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