Human Resources

Title: Office Coordinator-Certified Financial Planning Support-Finance
Classification: C3
Department: Finance & Administrative Executive Office

Job Summary:
Coordinates a variety of duties for a department/office/division in which discretion and/or judgment concerning the procedures to use or policies to follow is required.

Primary Duties & Global Responsibilities:


  • Receives information in various forms and determines the appropriate method of processing.
  • Responsible for the coordination/completion and the quality of the clerical work for the department/office which includes answering telephones, providing information, or routing calls to appropriate person; open and route incoming mail and prepare outgoing mail, including bulk mailings; typing memos and other correspondence; maintain office filing system.
  • Responsible for creating, maintaining and updating files and record keeping systems; paper and/or computerized.
  • Compiles and logically formats statistical data and reports.
  • Disseminates information that may require explanation and interpretation of established university and departmental policies and procedures, and directs individuals to sources of additional information.
  • Monitors departmental FRS, reviews budget reports and reconciles the reports with the department/offices records.
  • Generates reports, memorandums, correspondence, presentation materials spreadsheets and graphics, and other similar materials using computer systems.
  • Create and maintain database systems.
  • Performs and coordinates scheduling tasks and support services associated with preparing and making arrangements for major meetings, conferences, exhibits, travel, or other related duties for both internal and external contacts.
  • Responsible for ordering office supplies; process travel vouchers, requisitions, IDCs, I9s and various university forms.
  • Supervise student employees and may act as a lead worker to other COTs.
  • Process student employee timecards and maintain appropriate records monitoring available dollars.
  • Manage/maintain supervisors schedule.
  • Coordinate all clerical duties associated with staff searches.
  • Conducts special projects and assignments as directed.
  • Coordinates special events and functions.
  • Coordinate and maintain departmental resources; i.e. library, vouchers, handouts.
  • Other related duties as assigned.


  • Performing all tasks involved in admitting students into the Seidman Financial Planning program including registration, invoicing, payment collection, and student record maintenance.
  • Submitting continuing education credits to the State of Michigan and maintaining detailed records as required for State of Michigan and the CFP Board.
  • Working with the Director in course scheduling and staffing of CFP courses, classroom reservations, and maintaining faculty and course files.
  • Other related duties as assigned.

Secondary Duties & Responsibilities:

  • Make travel arrangements.

Minimum Required Qualifications:

  • High school graduate.
  • Minimum of three years of related experience and/or relevant training.
  • Demonstrated experience to successfully work under pressure and meet deadlines.
  • Demonstrated experience to successfully maintain positive interpersonal relationships.
  • Demonstrated experience to successfully operate office equipment.
  • Demonstrated experience to successfully provide quality customer service.
  • Demonstrated experience to successfully maintain satisfactory work performance and attendance records.
  • Possess strong verbal and written communication skills.
  • Type 50 wpm accurately; spelling competency (minimum 80% accuracy).
  • Demonstrated experience to successfully use a variety of computer software applications.
  • Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others.
  • Excellent grammar and proofreading skills.

Desired Qualifications:

  • Some college course work.
  • Higher education experience.
  • Supervisory experience.

Supervision Received:

Receives general instructions from a designated supervisor, but is generally expected to work independently.

Supervision Exercised:

Hire, train, supervise, schedule and coordinate the work of student employees and may act as lead worker to other COT staff members within the department/unit/division.  May participate in personnel decisions, such as hiring, terminating, disciplining and evaluating of COTs, but is not the decision maker.

Revised Date: March 2009 For questions regarding employment, email Human Resources Employment Information. TDD Callers: Call Michigan Relay Center 1-800-649-3777.