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Job Description
 
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
 
Account Clerk II (215)
 
Education and Experience

Minimum Qualifications:

  • Graduation from high school or possession of a GED; and
  • Two years of experience in financial record keeping work.
  • Experience with electronic spreadsheet, on-line financial system, or similar computer program is required.
License
Possession of an appropriate, valid California driver’s license is required.
 
Distinguishing Characteristics
The Account Clerk II is the journey level classification in the Account Clerk series. This classification processes and keeps records of financial transactions related to department projects, payroll, and the operating budget for the purpose of achieving fiscal responsibility and accountability for their department. This classification is distinguished from the Account Clerk I in that the latter is an entry-level classification performing routine duties of limited variety. This classification is distinguished from the Account Clerk III in that the latter is a lead position requiring a greater degree of technical knowledge, analytical ability, independent judgment, and the ability to supervise assigned personnel.
 
Typical Tasks
Each position in this classification may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general supervision:
  • Maintains journals and ledgers of financial transactions, including revenue and expenditure accounts
  • Prepares financial or statistical statements and reports
  • Makes arithmetical calculations
  • Classifies, collects, sorts, compiles and posts invoices, warrants, claims, receipts and other data
  • Verifies salary claims, computes and proves payroll deductions, prepares the City payroll, and maintains department payroll records
  • Prepares contractor progress payments
  • Establishes and updates project budgets
  • Maintains monthly budget status
  • Maintains status report of contracts and insurance
  • Prepares account receivable records for reimbursable funds
  • Establishes and maintains records and maintenance contracts for office equipment
  • Calculates and analyzes industrial utility bills
  • Prepares requisitions and purchase orders; matches requisitions; receives copies of purchase orders and vendor invoices to verify description, quantity, price, extension, discounts, freight and taxes
  • Provides information to the public
  • Operates adding, calculating, bookkeeping, and other office machines
  • May supervise clerical assistants
  • Performs other related work as assigned
Knowledge, Skills, and Abilities
Knowledge of:
  • Methods, practices and terminology used in financial record keeping work
  • Standard business practices and terminology
  • Office methods, procedures and appliances
Ability to:
  • Post financial data and make arithmetic computations rapidly and accurately
  • Use modern business computers and applications such as spreadsheets, word processing, databases, email, internet, intranet and other electronic programs
  • Operate calculating, ten-key adding and other office machines
  • Prepare and verify financial statements, invoices and reports
  • Type on a word processor from clear copy at a speed of not less than 25 words per minute
  • Establish and maintain tactful, courteous, and effective working relationships with those contacted in the course of work, including the general public
  • Work in a team-based environment and achieve common goals
  • Handle multiple priorities, organize workload, and meet strict deadlines
  • Take direction from supervisor
  • Organize and supervise the work of Account Clerk I or other clerical personnel
  • Follow oral and written instructions
  • Communicate clearly and effectively, both orally and in writing
Supervision Received
Works under the general supervision of a division head or other supervisory position as assigned.
 
Supervision Exercised
May supervise other employees as required.
 
Other Requirements
Must be able to perform all of the essential functions of the job assignment.
 
Approved July, 2005