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Account Clerk/Secretary

  • Classified

Salary range: 26

Reports to: Principal

OVERVIEW

Under general supervision, perform complex and responsible work in the keeping of financial or statistical records; related work as required.

QUALIFICATION
  • 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
  • Advanced skill using a variety of computer applications, including word processing, databases, spreadsheets, 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
  • Two years of progressively responsible clerical/secretarial capacity, preferably in a school district
  • Successful experience demonstrating tact, courtesy, and a positive attitude, maintaining cooperative relationships with those contacted during the course of work, especially with High School students
  • Fluency in Spanish preferred.
RESPONSIBILITIES/DUTIES
  • Gather, assemble, tabulate, check and file financial and statistical data
  • Keep simple financial records and process documents involved in financial transactions
  • Make arithmetical calculations with accuracy
  • Make and verify extensions
  • Type purchase orders, requisitions and reports
  • Keep ledger accounts, balance accounts, and check and correct irregularities
  • Receive money and maintain records or receipts
  • Operate modern office equipment
  • Maintain a variety of logs, records or receipts
  • Operate modern office equipment
  • Maintain a variety of logs, records and files related to the assigned office
  • Compile information and prepare summaries and reports including attendance and enrollment date, grades and departmental accomplishments, operations and activities
  • Answer telephone efficiently and relay messages
  • Greet students and the public and provide routine information
  • Perform related duties as assigned
  • Perform complex clerical tasks involving independent judgment and requiring speed and accuracy
  • Learn and interpret specific rules, laws and policies and apply them with good judgment
  • Make arithmetical calculations with speed and accuracy
  • Learn basic double-entry bookkeeping methods
  • Operate office equipment required in job
  • Plan and organize work
  • Meet schedules and timelines
  • Understand and carry out oral and written instructions
  • Communicate effectively, both orally and in comprehensive written reports and memos
  • Work cooperatively with those contacted in the course of job.
KNOWLEDGE, SKILLS & ABILITIES
  • Thorough knowledge of School District policy, rules, and regulations;
  • Methods and practices of financial record keeping;
  • Preparation of accurate financial summaries and reports;
  • Bookkeeping methods and terminology;
  • Procedures used to maintain a variety of school records;
  • Office methods and equipment, including filing systems and telephone technique and etiquette, and letter and report writing;
  • Correct English usage, spelling, grammar and punctuation;
  • Oral and written communication skills;
  • Computer and related equipment;
  • Interpersonal skills, including tact, patience and courtesy.
PHYSICAL DEMANDS

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.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is frequently required to sit and occasionally required stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds or more. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT

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: 10 months

Revision Date: 12/19/2014

Initial date: 03/31/1974

Equal Opportunity Employer in compliance with the Americans with Disabilities Act and all other applicable federal, state, and local laws.