Account Clerk II

CalHR • Hollister, CA

10d

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. Incumbents at this level refer only non-procedural questions to the lead worker or supervisor. 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

• 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.
• 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.
• Qualifying experience or education may be combined in order to meet the above requirements.
• When combining education and experience; fifteen (15) semester units or twenty-two and one-half (22.5) quarter units equals six months of experience.
• If you are using education to meet the minimum qualifications, you must attach your transcripts to your application.
• Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment.
• Please redact birthdates and social security numbers.

Nice To Haves

• A valid driver's license may be required at the time of appointment and employees may also be required to drive their own car, provide proof of car insurance, and a DMV clearance.
• Individuals who do not meet this requirement due to a disability will be reviewed on a case-by-case basis.
• The San Benito County Health and Human Services Agency requires pre-employment fingerprinting as a part of the background investigation for all positions.
• Government agencies accessing US government information, which include federal tax information must ensure that background investigation requirements for all agency employees and contractors that have access to federal tax information are consistent to the IRS background investigation requirements for access to federal tax information.
• Background checks are required and must be repeated every 5 years.
• Background requirements consist of three components which include fingerprinting, citizenship verification and local law enforcement checks.

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 Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed