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; and performs related work as required. Working under general supervision, Account Clerk II is the journey level in the Account Clerk series. Employees at this level are expected to have background and experience in the area of financial, statistical, or case recordkeeping and reporting, and to be qualified to perform the full scope of duties; using independent judgment in selecting and applying specific references, procedures, sequences, and alternatives to different work situations. Positions in this class are flexibly staffed and are normally filled by advancement from the lower level of Account Clerk I, or if filled from the outside, require prior related experience. The Account Clerk II differs from the Account Clerk III in that the latter is the advanced journey level and may be assigned lead worker duties. The Account Clerk I/II differs from the Office Assistant I/II in that the primary duties of the Account Clerk involve the application of mathematical skill and ability in the use of financial, numerical, and statistical data and information. The Office Assistant class performs a wide variety of general office support duties in which the use of mathematical ability is incidental to the primary function and most frequently performed duties.

Requirements

  • One (1) year of full-time clerical accounting experience performing fiscal or statistical work in an office environment.
  • OR Equivalent to thirty (30) semester units or forty-five (45) 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.
  • Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgement, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class.
  • 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

  • Knowledge of Modern office practices, methods, and procedures.
  • Knowledge of Grammar, vocabulary, spelling, punctuation, and composition.
  • Knowledge of Basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages.
  • Knowledge of Procedures for compiling basic statistics.
  • Knowledge of Methods, practices, and procedures of financial and statistical record keeping.
  • Knowledge of Basic financial auditing principles and procedures.
  • Knowledge of Common word processing, spreadsheet, and database software packages.
  • Ability to Make arithmetic computations with speed and accuracy.
  • Ability to Calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions.
  • Ability to Compare, transcribe, track, and reconcile information between documents, accounts, and ledgers.
  • Ability to Enter data quickly and accurately into automated system.
  • Ability to Compare and transcribe numbers and words accurately.
  • Ability to Locate, identify, and correct inaccurate or incomplete information.
  • Ability to Read English at a level necessary to understand procedure manuals, policy guidelines, software manuals, technical documents, and reports.
  • Ability to Communicate verbally with individuals from diverse socio-economic and cultural backgrounds.
  • Ability to Compose reports and correspondence (e.g., letters, memorandums) using appropriate grammar and spelling.
  • Ability to Compile multiple pieces of information clearly and concisely into an organized and understandable written report/document.
  • Ability to Perform a variety of financial, statistical, and case recordkeeping assignments.
  • Ability to Maintain accurate reports and records.

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

  • The rate of pay of a county employer shall correspond with the letters A, B, C, D, E, F and G respectively, which denote the various steps in the salary range. Steps “F” & “G” steps are based on longevity: “F” step is upon completion of seven years of continuous service and 2.5 years at “E” step, “G” step is upon completion of 10 years of continuous service and 3 years at “F” step.
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