Financial Planning Intern

Application Instructions:

Active Student Employees: If you are a current Student Employee or have previously worked in a student position, you must apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Find Jobs in the search. Locate the position and click Apply.

External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.

IMPORTANT: Please review the job posting and fully complete all sections of the application. You will not be able to modify your application after you submit it.

Job Family:

Student Work Study

Department:

Student Success

Supervisor:

Walter Hale

Job Title:

Summer Intern - Financial Planning and Student Success

Job Description:

Duties:

• Staff the front desk of the building and/or of the Office for Student Success to create a welcoming, professional environment for all visitors.
• Offer assistance and guidance, including walking visitors to resources when needed.
• Manage phone lines and monitor/respond to email communications during shifts.
• Provide peer support by connecting students with appropriate resources and staff.
• Ensure front lobby and public spaces are organized, clean, and professional in appearance.
• Support planning and execution of programs hosted by the Office for Student Success.
• Complete administrative tasks such as filing, emailing, calling, or special projects.
• Lead and support initiatives that strengthen Mercer's student success culture
• Promote campus wellness initiatives and encourage student engagement.
• Actively participate in leadership and professional development opportunities.

Key Responsibilities:

Financial Planning Support:

· Assist with outreach and communication related to state aid programs, including eligibility guidance and support

· Support tracking and reporting of state aid program participation and outcomes

Student Success & Re-Engagement:

· Support re-engagement efforts for stopped-out or at-risk students through outreach campaigns (email, phone, text)

· Assist in maintaining and updating student records and engagement notes in Slate for Student Success

· Help coordinate appointments, events, or initiatives aimed at student retention and persistence

· Collaborate with staff to identify barriers to student success and contribute to solution-oriented strategies

Cross-Functional Projects:

· Participate in joint initiatives between Financial Planning and Student Success teams

· Assist with data entry, reporting, and analysis related to student engagement and financial aid usage

· Contribute to special projects focused on improving the student experience

Learning Outcomes:

· Gain practical experience in financial aid operations and state-funded assistance programs

· Develop skills in student outreach, communication, and retention strategies

· Understand the intersection of financial planning and student success in higher education

· Build professional skills in collaboration, problem-solving, and data-informed decision-making

Compensation/Wage:

• $14 per hour

Scheduled Hours:

20

Start Date:

05/4/2026

End Date:

08/1/2026