Account Clerk I
Salary range: 23
Reports to: Department Head/Assistant Principal
Under supervision, perform clerical work of average difficulty, primarily involving the maintenance of financial or statistical records.
Answer telephones/emails and operate modern office equipment; related work as required.
- A.A. degree or equivalent required, including or supplemented by courses or technical training in methods and practices of financial record keeping, bookkeeping methods and terminology and computer accounting systems. B.A. degree in Accounting or related field preferred
- Advance skill using a variety of computer applications, including word processing, database, spreadsheet, accounting software and communication software
- Two years of progressively responsible experience in the maintenance of financial or statistical records for large or medium sized institutions
- History of satisfactory employer evaluations demonstrating honesty and integrity
- Successful experience demonstrating tact, courtesy, positive attitude and maintaining cooperative relationships with those contacted during the course of work.
- Act as receptionist, providing information regarding school calendar, testing dates and other school activities to students, parents, staff and the public
- Receive cash from a variety of sources and maintain records and receipts, balance accounts and deposit to appropriate accounts
- Gather, assemble, tabulate, check and file financial and statistical data
- Keep simple financial records and process documents involved in financial transactions
- Make arithmetical calculations
- Make and verify extensions
- Type purchase orders, requisitions and reports
- Receive, compute, and post stores requisitions
- Check invoices against purchase orders
- Check and compute payroll time sheets
- Verify and bring up to date regular payroll calculates salary, retirement, withholding taxes, special deductions, overtime earnings, and net pay
- Keep simple ledger accounts, balancing such accounts and checking and correcting irregularities
- Assist in making financial and statistical reports of records and accounts maintained
- May operate various office equipment, including the typewriter, duplicator, adding machine, and calculator
- Learn and interpret specific rules, laws and policies and apply them with good judgment
- Assume responsibility within the scope of authority delegated
- Deal effectively with a wide variety of personalities and situations requiring diplomacy, friendliness, poise and firmness
- Maintain confidentiality and exercise discretion with communications
- Work effectively without supervision
- Carry out verbal and written instructions independently
- Meet varying schedule and timeline requirements
- Continually learn and develop new systems, procedures and equipment as necessary
- Type a rate of 40 words per minute from clear copy containing a large number of numerical or tabular data
- Perform general clerical work and make arithmetical calculations with speed and accuracy
- Learn basic double-entry bookkeeping methods
- Operate office equipment such as computers, calculators, copy machines, etc.
- Use a variety of software such as PAUSD Student Data Management
- Work cooperatively with those contacted in the course of work.
KNOWLEDGE, SKILLS & ABILITIES
- Thorough knowledge of office management practices, including filing systems, receptionist and telephone techniques, and operation of modern office equipment;
- Methods and practices of financial recordkeeping;
- Letter and report writing;
- Correct English usage, spelling, grammar and punctuation;
- Common office computer applications;
- Ability to collaborate and work well on a team;
- Ability to establish and maintain effective and cooperative working relationships with those contacted in the course of work;
- Ability to analyze situations accurately and adopt an effective course of action;
- Pragmatic, forward-looking attitude;
- Ability to understand and apply general directions to specific situations.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, keyboards, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk. The employee is occasionally required to climb or balance; and stoop, kneel, crouch, or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed in a standard office environment; the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Work Year: 12 Months
Revision Date: 03/30/2015
Initial date: 03/01/1974
Equal Opportunity Employer in compliance with the Americans with Disabilities Act and all other applicable federal, state, and local laws.