The Administrative Coordinator and Advisor, Undergraduate Studies, advises undergraduate students in the School of Accounting and Finance (SAF) by providing academic advising and counselling to all students taking AFM courses as well as applicants within the admissions process. The incumbent works closely with the Student Experience staff and the Administrative and Course Scheduling staff and is responsible for the effective administration of the SAF’s undergraduate program and for enhancing student success through appropriate advisement and support. The incumbent should maintain up-to-date knowledge of the accounting and financial management professions and their program requirements.
Advises undergraduate students in the SAF for the AFM, CFM, Math CPA, Science Biotech CPA and all other students taking AFM courses, in consultation with the Academic Advisor as appropriate
Provides program administration and support to the Student Experience and the Administrative and Course Scheduling teams
Works closely with the Undergraduate Officer and the Registrar’s Office on matters related to student concerns such as grade appeals, petitions, course enrollment and other issues
Prepares block pre-enrollment for some specific AFM courses as determined to be needed by the School
Reviews and monitors course enrollments and reserves watching for low/high enrollment issues
Liaises with advisors in other academic units to ensure awareness of course curriculum changes that may affect plans in and beyond the department
Reviews and tracks accommodation requests for students with and works with the faculty and the Course Scheduling team to assess the situation, plan a solution and communicate the result to students
Maintains School of Accounting and Finance Records and Publications
Collects and summarizes Verification of Illness forms and INC grade forms and tracks frequency ensuring students meet deferred exam policy requirements
Maintains student records in a confidential manner and adheres to UW Records policy and retention guidelines
Prepares documentation for the Undergraduate Web pages and other publications
Serves as the department calendar representative for the UG program in consultation with the Associate Chair, UG Studies
Communicates and consults with other academic units to solicit feedback about proposed changes
Compiles course and program changes for submission to the Undergraduate Calendar
Prepares submissions for the UG Affairs Group
Updates and maintains the Live Calendar system, relating to UGAG regulations regarding copy editing, proofreading of new program requirements or course changes
Serves as the department’s template representative (Academic Advisement, UG)
Identifies areas requiring future revisions
Reviews all School of Accounting and Finance content in the UG Calendar prior to publication
Assists with the department’s undergraduate student engagement
Participates or leads in planning various student-focused events
Prepares informative presentations to present at events such as orientation, recruiting and academic decision-making, international exchange etc. sessions which may include large groups of colleagues, current students, faculty, potential applicants and their families
Represents SAF, as needed, at special events for students including: the 3-day Ontario Universities Fair in Toronto, Orientation Week, Fall Open House, March Break Open House, U@Waterloo Day, convocation receptions, ELCD team events
Provides general administrative support including the following
Identifies problems in UG program administration and recommends improvements to the Associate Director Undergraduate Studies as appropriate
Prepares data and statistical reports as required for a variety of SAF stakeholders
Answers faculty questions regarding UG and School policies and procedures
1-2 years Administrative experience in an academic environment, including knowledge of undergraduate policies and procedures
Administrative experience with advising or counselling students in an academic environment, including sound working knowledge of UW policies and procedures as they relate to undergraduate curriculum, academic requirements/regulations/guidelines and admission regulations
Knowledge of AFM, Math CPA, Science Biotech CPA undergraduate curriculum, academic requirements/regulations/guidelines and admission regulations
Knowledgeable about the needs and concerns of students and a commitment to student engagement and success
Knowledge about SAF/campus student success resources
Skills include: prioritization and organization, communication (oral and written), interpersonal, analytical, research and report-writing
Ability to manage a large volume of work, changing and conflicting priorities, and overlapping deadlines
Ability and inclination to use diplomacy, tact, good judgment when interacting with students, staff, and faculty
Ability to use the following at an intermediate proficiency: MS Word, Excel, PowerPoint; Quest, Waterloo Inquiry, ASIS/OAT
The University of Waterloo is committed to implementing the Calls to Action framed by the Truth and Reconciliation Commission. We acknowledge that we live and work on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples. The University of Waterloo is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River.
The University values the diverse and intersectional identities of its students, faculty, and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuit/Inuk, Black, racialized, a person with a disability, women and/or 2SLGBTQ+.
All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.
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