Account Clerk

Sutter County Human ResourcesYuba City, CA
Onsite

About The Position

Under direct supervision, performs accounting clerical work involving the maintenance or review of financial and statistical records. This is the entry-level classification in the fiscal series. Employees receive on-the-job training, and assignments are generally limited in scope and set within procedural frameworks established by higher-level positions. As experience accrues, the incumbent performs with increasing independence, exercising some judgment in selecting appropriate established guidelines. Significant deviations require prior approval, and interpretation of general administrative or operational policies is sometimes necessary. This role is distinguished from the Account Technician I, which has broader or more technical assignments requiring greater technical knowledge. The eligible list from this recruitment may be used for future openings of this or similar classifications, including Part-Time and Extra Help, for up to nine months. All correspondence will be via e-mail through Governmentjobs.com/NEOGOV.

Requirements

  • Basic accounting and bookkeeping practices
  • Methods, practices and terminology used in financial and statistical record keeping
  • Basic excel functions
  • Ability to compile, organize, prepare and maintain an assortment of records, reports and information in an effective manner and according to departmental and/or governmental regulations
  • Ability to post and make arithmetical computations rapidly and accurately
  • Ability to follow oral and written directions
  • Ability to meet the public to receive and impart information
  • Ability to comprehend and apply departmental regulations and procedures
  • Ability to utilize and understand computer applications and techniques necessary for completion of daily assignment
  • One (1) year of full-time experience working with financial or statistical records
  • OR Fifteen (15) semester units or twenty-two (22) quarter units that include coursework in accounting which can include basic financial and statistical recordkeeping
  • OR Two (2) years of full-time clerical experience equivalent to an Office Assistant in Sutter County
  • OR Any combination of education and experience that provides equivalent knowledge, skills, and abilities
  • Requires the ability to maintain mental capacity which allows the capability of exercising sound judgment and rational thinking under varied circumstances
  • Requires the ability to exert a small amount of physical effort in sedentary to light work involving moving from one area of the office to another
  • Ability to see
  • Ability to hear and communicate orally
  • Requires sufficient hand/eye coordination to perform semi-skilled repetitive movements, such as using a computer, typing, data entry or use of other office equipment or supplies

Nice To Haves

  • May schedule appointments and interview clients to gather account information and/or verify eligibility.

Responsibilities

  • Performs various accounting clerical tasks, compiles data; prepares/proofs time entries, quarterly statements, billings, posts journal entries, warrants, claims, correspondence, authorization/distributions, spreadsheets and related materials.
  • Receives monies and prepares deposits; posts, checks, balances, and adjusts accounts; distributes costs and materials to appropriate accounts; reconciles bank statements.
  • Organizes and maintains computerized database; prepares and maintains confidential files; researches and retrieves files as needed; enters financial information onto a spreadsheet.
  • Answers telephones to answer inquiries and/or refer to appropriate personnel, and process mail.
  • Allocates monies on to ledger using State and Federal regulations.
  • Prepares claim forms for reimbursement and monthly financial report.
  • Trains and assists other clerical personnel when assigned.
  • May schedule appointments and interview clients to gather account information and/or verify eligibility.
  • Performs related duties as assigned.
  • Retrieves, distributes and sends correspondence.
  • Act as backup to other clerical staff as needed.

Benefits

  • The eligible list established from this recruitment may be used to fill any future opening(s) of this classification or other similar classifications, including Part-Time and Extra Help, for up to nine months.
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