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Account Clerk-Keyboard Specialist 1 Jurisdiction: Schuyler County Jurisdictional Class: Competitive Adopted: March 1, 2004, Reviewed: June 23, 2011; Updated: September 16, 2024 ACCOUNT CLERK-KEYBOARD SPECIALIST DISTINGUISHING FEATURES OF THE CLASS: The work involves responsibility for the performance of standard account-keeping procedures in maintaining and checking financial accounts and records. The incumbent will be responsible for entering and retrieving information from a computer database/spreadsheet using software. Routine assignments are done under supervision in accordance with defined procedures; detailed instructions are provided for new or unusual assignments. This class differs from Senior Account Clerk-Keyboard Specialist by virtue of the limited complexity of the work. The work is reviewed by observation, crosschecks, or by the immediate supervisor and by other steps in the account-keeping process. Does related work as required. TYPICAL WORK ACTIVITIES: Reviews a variety of documents such as claim forms, vouchers, bills, purchase orders to determine eligibility for payment or to verify accuracy of payment made, according to defined procedures and policies; Verifies all calculations and codes on documents; Posts figures to appropriate accounts in hard copy or by computer and verifies all data entered; Prepares correspondence, documents, records and other written material in draft form using hand written rough draft, oral recordings or data from various equipment as source data; Reconciles all entries, both credits and debits; Prepares simple financial or statistical reports from data entered, including status of accounts, current balances, cash received or paid; Uses computer software to produce data needed for state and federal reimbursement claims; Receives cash payments, issues receipts, prepares checks for disbursement, deposits funds into appropriate accounts, prepares reconciliation of balances and posts balance to appropriate ledgers; Deposits bank receipts and transacts other bank business; Contacts by telephone and correspondence clients, vendors, etc. to obtain additional information; Provides routine information orally or in writing in response to inquiries on financial records; Files and maintains all related records such as records related to processing of payrolls, invoices, vouchers, bills and correspondence; Receives, balances and audits payroll time records; May order office supplies and maintain an inventory of supplies and equipment; May sort and distribute mail; Operates calculator, computer terminal and other related office equipment. FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES, AND PERSONAL CHARACTERISTICS: Good knowledge of modern methods used in keeping and checking financial accounts and records including financial software; Working knowledge of office terminology, procedures, equipment and business English; ---PAGE BREAK--- Account Clerk-Keyboard Specialist 2 Ability to operate a personal computer and utilize common office software programs including word processing, spreadsheet and databases at an acceptable rate of accuracy and speed; Ability to make arithmetic computations involving fractions, decimals and percentage accurately; Ability to analyze and organize data and prepare records and reports; Ability to understand and interpret oral instructions and/or written directions; Ability to perform close, detail work involving considerable visual effort and concentration; Clerical aptitude; Physical condition commensurate with the demands of the position. MINIMUM QUALIFICATIONS: Graduation from high school or possession of an equivalency diploma, and either: A. Successful completion of a high school accounting course and a keyboarding or word processing course; or B. Six credit hours of coursework in accounting at a regionally accredited college or university, or one accredited by the New York State Board of Regents to grant degrees and either a course in keyboarding/word processing or one year of clerical experience that involved typing or word processing; or C. One year of experience maintaining financial accounts and records which included typing or word processing. *PLEASE NOTE* Clerical experience is defined as activities involving the performance of routine office tasks, such as keeping of records & accounts, correspondence, recording/entering & retrieving data and/or information or i.e. filing, answering phones, typing correspondence, and using modern computer software.