Account Clerk I - Fiscal (Location: Trinity County)

CalHRWeaverville, CA
Onsite

About The Position

Performs a variety of general or specialized clerical accounting activities related to the preparation and maintenance of financial and statistical records in a manual or automated environment. Obtains and compares information related to department records, programs, and services. This is an entry-level position under close supervision, receiving in-service training and detailed instructions for routine accounting, statistical, and case recordkeeping tasks. Employees are expected to progress to Account Clerk II after one year of satisfactory performance, unless the position is permanently allocated to level I due to its nature.

Requirements

  • Six (6) months of full-time clerical experience in an office environment that included some application of mathematical skills in the performance of duties; OR Equivalent to fifteen (15) semester units or twenty-two and one-half (22.5) quarter units that included coursework in basic financial and statistical recordkeeping practices and procedures; mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; or computer applications and spreadsheet software.
  • Modern office practices, methods, and procedures.
  • Grammar, vocabulary, spelling, punctuation, and composition.
  • Basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages.
  • Procedures for compiling basic statistics.
  • Methods, practices, and procedures of financial and statistical record keeping.
  • Basic financial auditing principles and procedures.
  • Common word processing, spreadsheet, and database software packages.
  • Make arithmetic computations with speed and accuracy.
  • Calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions.
  • Compare, transcribe, track, and reconcile information between documents, accounts, and ledgers.
  • Enter data quickly and accurately into automated system.
  • Compare and transcribe numbers and words accurately.
  • Locate, identify, and correct inaccurate or incomplete information.
  • Read English at a level necessary to understand procedure manuals, policy guidelines, software manuals, technical documents, and reports.
  • Communicate verbally with individuals from diverse socio-economic and cultural backgrounds.
  • Compose reports and correspondence (e.g., letters, memorandums) using appropriate grammar and spelling.
  • Compile multiple pieces of information clearly and concisely into an organized and understandable written report/document.
  • Perform a variety of financial, statistical, and case recordkeeping assignments.
  • Maintain accurate reports and records.
  • Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment.

Nice To Haves

  • Qualifying experience or education may be combined in order to meet the above requirements.
  • When combining education and experience; seven (7) semester units or eleven (11) quarter units equals three months of experience.
  • One or more patterns of the minimum qualifications require successful completion of specific college coursework.
  • Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent.
  • Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment.
  • Please redact birthdates and social security numbers.

Responsibilities

  • Maintains financial and statistical records; makes arithmetical tabulations; posts financial data by hand or computer to registers, subsidiary ledgers, expenditure and case records; checks data in various documents for accuracy.
  • Prepares or assists in preparing statistical and fiscal reports.
  • Assists with compilation of budget information including work and time records; gathers and summarizes information from source documents or computerized reports and arranges in an understandable, presentable, or prescribed format.
  • Codes, verifies, and files various financial documents.
  • Handles money transactions such as collecting and disbursing monies and other negotiable items, including preparing bills, and calculating refunds.
  • Checks, balances, and reconciles cash statements and computerized reports.
  • Processes or assists with the processing of documents such as invoices, purchase orders, warrants, and other records.
  • Writes letters, memos, or documents to correspond with public and private organizations/agencies to obtain or verify information.
  • Answers telephone calls to provide, elicit, or verify information or data.
  • May operate automated systems to produce letters, reports, summaries, notices, checks, data, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports.
  • Performs other clerical duties such as typing, filing, counter service, copying, etc. on an as needed basis.
  • Performs related duties as assigned.

Benefits

  • In-service training
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