Salary Schedule
Under general direction, the purpose of this position is to perform district-based and Foundation-based duties associated with providing administrative and secretarial support to the Senior Administrator of Finance; includes coordinating the activities of the Foundation board Finance committee. and supporting the District Foundation Finance team. Employees in this classification function at a complex clerical capacity and coordinate schedules and meetings, create complex documents and reports, maintain filing systems, as well as provide general office support. Employees also assist with the resolution of emergency situations. Performs related work as directed.
Examples Of Essential FunctionsResponds to internal and external customers in a timely, accurate, courteous, and empathetic manner representing OCPS in a positive light.
Performs administrative and secretarial assignments with minimal direction for the Senior Administrator of Finance. Includes support for others in the department as well.
Creates finished documents from notes or outlines including letters, memos, project summaries, meeting agendas, meeting minutes, spreadsheets, and presentations.
Coordinates and schedules meetings, meeting rooms, and required equipment for internal meetings and those with other departments, vendors, or the business community.
Coordinates and schedules meetings, meeting rooms, and required equipment for external meetings of Foundation board Finance committee and other groups as needed.
Coordinates with other clerical staff in the department for telephone coverage, vacation coverage, daily break and lunch coverage, and distribution of clerical workload; may conduct meetings with other departmental clerical staff to enhance communication and discuss and clarify administrative and secretarial issues, as needed.
Creates and maintains filing systems and files for the District Foundation Finance team, including calendars, bylaws, policies and procedures, vendors, department personnel, contracts, projects, state and federal correspondence, budget, general files, and information files.
Processes departmental information sorts, dates, highlights, and distributes to other areas of the department, as needed. Assists with data entry and reconciliation of data entered into the accounting and CRM software systems (QuickBooks and DonorPerfect).
Handles emergency situations and notifies appropriate personnel for resolution.
Prepares PowerPoint computer presentations for outlines or notes.
Answers incoming telephone calls for the District Foundation number, as needed; answers questions, resolves issues, take messages or forwards calls to the appropriate person or department.
Assists as needed with planning and execution of Foundation special events.
Assists as needed with preparation of training materials for custodial account manager trainings.
Prepares and processes leave requests and certificates of absence for department administrators.
Coordinates travel arrangements for department administrators; prepares and processes expense reports for departmental travel.
Working with the District Foundation’s Administrative Specialist, maintains an adequate supply of materials and supplies for the department.
Prepares and processes computer personnel transactions.
Maintains electronic calendar, task list, and contact list for District Foundation Finance department using computer software.
Responsible for keeping up to date on current technology, as job appropriate, being used by OCPS. With the support of the district, attends training to ensure skill level in various technologies is at the level required to perform in current position.
Responsible for timely and accurate information they maintain as part of their job responsibilities.
Performs related duties as directed.
The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.
Marginal FunctionsWhile the following tasks are necessary for the work of the unit, they are not an essential part of the purpose of this position and may also be performed by other unit members.
Minimum Training And ExperienceHigh school diploma or GED; supplemented by up to five (5) years of previous experience in more progressively responsible assignments training in an office environment, or any equivalent combination of related education, training and experience which provides the required knowledge, skills and abilities to perform the essential job functions. Nonprofit experience preferred. Accounting and/or bookkeeping experience a plus.
PERFORMANCE APTITUDESData Utilization Requires the ability to calculate, compute, summate, and/or tabulate data and/or information. Includes performing subsequent actions in relation to these computational operations.
Human Interaction Requires the ability to apply principles of persuasion and/or influence.
Equipment, Machinery, Tools, and Materials Utilization Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.
Verbal Aptitude Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data, and information.
Mathematical Aptitude Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.
Functional Reasoning Requires ability to carry out instructions furnished in written, oral, or diagrammatic form. Involves semi-routine standardized work with some latitude for independent judgment concerning choices of action.
Situational Reasoning Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving evaluation of information against measurable or verifiable criteria.
ADA COMPLIANCEPhysical Ability Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
Sensory Requirements Some tasks require visual perception and discrimination. Some tasks require oral communications ability.
Environmental Factors Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.
The Orange County School District will provide reasonable accommodations to qualified individuals with disabilities to allow them to
perform the essential functions of the job when such individuals request accommodation.
07/01/2024