Class Title:
Account Clerk III
PRIMARY FUNCTION
Under limited direction, coordinate and/or personally perform financial recordkeeping work; to prepare financial statements and reports; to assist in preparation of proposals for Federal programs; to perform a variety of responsible clerical work; and to do related work as required, consistent with the job description.
ORGANIZATIONAL RELATIONSHIPS
Directly responsible to designated administrators.
ESSENTIAL JOB FUNCTIONS
- Coordinates and/or personally performs work in posting expenditure and income accounts of District and Federal budgets
- Prepares periodic reports for District officials
- Prepares special financial reports and surveys for the District officials
- May train other employees as necessary
- Assists in the budgetary preparation of District and Federal program proposals
- Assists in maintaining financial records
- Prepares financial reports for State, Federal, or Local agencies as required
- Performs a variety of responsible clerical work
- Composes routine letters and memoranda
- Types special reports of department activities
- Operates a computer terminal
- Controls the data entry and output functions
- Performs clerical work involved in the receipt, auditing, and scheduling of data processing materials
- Operates various peripheral data processing equipment
- Understands accounting and financial recordkeeping principles and procedures
- Office practices and equipment
- Principles of training and supervision
- English usage, spelling, grammar, and punctuation
- Prepares clear and accurate financial statements and reports
- Analyzes financial data and reports
- Makes arithmetical calculations with speed and accuracy
- Trains and supervises subordinate employees.
DEMONSTRATED KNOWLEDGE AND ABILITIES:
KNOWLEDGE OF:
- Modern office practices, procedures and equipment.
- Operation of a computer and assigned software.
- Terminology, processes and operations of assigned office or program.
- Record-keeping and filing techniques.
- Telephone techniques and etiquette.
- Basic research methods and report preparation techniques.
- Correct English usage, grammar, spelling, punctuation and vocabulary. Interpersonal skills using tact, patience and courtesy.
- Applicable laws, codes, rules and regulations.
- Oral and written communication skills.
- Basic budgeting practices regarding monitoring and control.
- Basic math.
- Proper methods of storing equipment, materials and supplies.
ABILITY TO:
- Communicate effectively with students, parents, staff and administration.
- Interpret, apply and explain applicable laws, codes, rules, regulations, policies and procedures.
- Answer telephones and greet the public courteously.
- Maintain records, logs and files.
- Learn principles of training and providing work direction and guidance to others.
- Compile, assemble, verify and prepare data for records and reports.
- Determine appropriate action within clearly defined guidelines.
- Compose correspondence and written materials independently.
- Work independently with little direction.
- Establish and maintain cooperative and effective working relationships with others.
- Meet schedules and time lines.
- Plan and organize work.
- Add, subtract, multiply and divide quickly and accurately.
- Operate a variety of office equipment including a computer and assigned software.
- Be able to multitask. Maintain consistent, punctual and regular attendance.
- Move hands and fingers to operate a computer keyboard.
- Hear and speak to exchange information in person and on the telephone.
- Sit or stand for extended periods of time.
- See to read a variety of materials.
- Bend at the waist, kneel or crouch to file materials.
QUALIFICATIONS
- Type at a speed of thirty-five (35) words per minute
- Operate adding, calculating, and bookkeeping machines
- Pass qualifying test.
