CLASS TITLE:
ACCOUNT CLERK III
BASIC FUNCTION:
Under the direction of an assigned
supervisor, perform difficult and complex accounting work involved in the
preparation and maintenance of financial and statistical records of a
specialized nature; perform a full range of financial clerical duties and
assume sole financial clerical support for an operational unit; prepare complex
claims and reports and perform lead duties as assigned.
DISTINGUISHING CHARACTERISTICS:
The Account Clerk III classification
is the advanced-level classification in the series. Incumbents perform complex and varied
financial and statistical record-keeping duties which require substantial knowledge
of County accounting procedures.
Incumbents perform a full range of financial duties or are sole
financial clerical support for an operational unit. The Account Clerk I classification is the
entry-level classification in the Account Clerk series. Incumbents perform routine clerical accounting
duties and provide general assistance in an assigned office. The Account Clerk II classification is the
experienced-level classification in the Account Clerk series. Incumbents perform accounting clerical duties
of the above-average difficulty in an assigned accounting area such as accounts
payable, accounts receivable, welfare or purchasing.
REPRESENTATIVE DUTIES:
Prepare and maintain a complete set of financial
records for assigned accounts such as
accounts payable, payroll, utilities or other
complex accounts; coordinate related
accounting activity with other functions; lead other
accounting clerical personnel in
performing accounts payable functions for assigned
accounts.
Receive and receipt a variety of fees, taxes and
fines; post, batch and reconcile financial
information according to established procedures.
Post, assemble, tabulate, compare and verify
financial and statistical data; prepare
documentation for computer input; maintain and assure
accuracy of assigned accounts;
balance accounts and adjust as appropriate.
Prepare, sort and distribute checks
and invoices; balance departments revolving cash
fund.
Receive calls and questions; explain
and provide a variety of information to County
employees and the public regarding
such issues as medical and retirement benefits,
costs, laws, regulations, taxes and
status reports.
Prepare or review purchase orders, invoices,
vouchers, bills and related documents;
verify accuracy of information and process for
payment; investigate and resolve errors,
discrepancies and other issues.
Prepare journal entries and reconcile various fiscal
records and documents.
Prepare and maintain a variety of statistical and
financial records and reports; assist in
monitoring the budget.
Gather, compile and arrange data; prepare complex
and comprehensive claims and
reports for federal, State and County agencies;
verify accuracy and resolve questions and
issues.
Train and provide work direction and guidance to
accounting clerical personnel as
assigned.
Interpret and apply appropriate accounting rules and
regulations; respond to questions
regarding financial accounting procedures and
related matters.
Coordinate with employees, vendors and other departments
concerning assigned
function; answer questions and provide information
and assistance; change orders as
required and discuss invoice adjustments with
vendors.
Process, maintain and file a variety of related
records, logs and listings; process
documents involved in financial transactions.
Operate a variety of office machines
including computers, calculators, typewriters,
ten-key adding machines and copiers.
Audit accounts as necessary to assure
proper internal controls.
Maintain confidentiality of information and records.
Perform related duties as assigned.
KNOWLEDGE AND ABILITIES:
KNOWLEDGE OF:
Methods, procedures and terminology used in the type
of accounts assigned.
Accounting practices and procedures.
Financial and statistical record-keeping techniques.
Interpersonal skills using tact, patience and
courtesy.
Oral and written communication skills.
Modern office practices, procedures and equipment.
Applicable codes, regulations, policies and
procedures.
Correct English usage, grammar, spelling,
punctuation and vocabulary.
Operation of a computer terminal.
Principles and practices of training and providing
work direction.
ABILITY TO
Read, interpret, apply and explain laws, codes,
regulations, policies
and procedures.
Apply bookkeeping and financial record-keeping
principles to the
accurate maintenance of complex and specialized
fiscal and
accounting records.
Perform complex clerical accounting.
Learn office policies, rules and practices.
Prepare data processing input documents rapidly and
accurately.
Prepare and maintain comprehensive and complex
financial records
and reports.
Analyze situations accurately and adopt an effective
course of action.
Make arithmetic calculations quickly and accurately.
Work confidentially with discretion.
Complete work with many interruptions.
Work independently with little direction.
Establish and maintain cooperative and effective
working relationships
with others.
Train and provide work direction to others.
Meet schedules and time lines.
Plan and organize work.
Communicate effectively both orally and in writing.
Operate a variety of office machines including
computer, calculator,
typewriter, ten-key adding machine and copier.
EDUCATION AND EXPERIENCE:
Any combination equivalent to: two years of increasingly responsible
financial clerical record-keeping experience.
LICENSES AND OTHER
REQUIREMENTS:
Some positions in this classification
may be required to possess a valid
WORKING CONDITIONS:
Office environment; subject to
constant interruptions.
Physical abilities required include
dexterity of hands and fingers to operate standard office equipment and
computers, bending and reaching to retrieve and maintain files, hearing and
speaking to exchange information and sitting for extended periods of time.