What are the responsibilities and job description for the Account Clerk III position at CalHR?
NATURE OF WORK
The primary function of an Account Clerk III involves the processing and calculation of timesheets for the agency, as well as compilation, completion, and interpretation of public assistance expense claims and statistical reports, which may include a variety of processes and accounts.
TYPICAL DUTIES
Applying your knowledge of bookkeeping, accounting and financial auditing to review, troubleshoot and calculate timesheets for agency staff; calculate and maintain records of leave types, such as sick, vacation, PTO and leave of absence; preparing statistical and fiscal reports; handling money transactions, such as collecting and disbursing monies and public assistance benefits; verifying and process deposits; leading and training subordinate staff; reconciling more difficult and complex financial and statistical information; assisting the public by answering inquires, referring to appropriate personnel and explaining proper use of forms; navigate software to confirm, troubleshoot and explain public assistance benefits.
IDEAL CANDIDATE
Will enjoy a teamwork environment; have the ability to effectively use patience and courtesy in dealing with coworkers and the public; possess the ability to analyze situations involving rules and regulations while demonstrating good judgment in decision making; be proficient in Microsoft Office, specifically Excel and Outlook; able to locate, identify and correct inaccurate or incomplete data; work with other County agencies; prioritize, plan and organize one’s own work.
- Assists the public by answering inquiries about policies and procedures; obtains information, resolves discrepancies or errors, disperses relevant information, or refers clients to the appropriate personnel or location; explains the proper use of forms, documents, and reports.
- Prepares statistical, fiscal, and case record reports required by state, federal, and local agencies; gathers and arranges information by extracting from source documents or computer reports, and arranges in an understandable, presentable, or prescribed format.
- Assists with compilation of budget information including work and time records.
- Receives and verifies bills, invoices, vouchers, purchase orders, claims, and related materials; tabulates amounts; codes data for processing; posts revenue and expenditures to daily journals and control registers; adjusts accounts, proofs and balances total against off-setting total or source materials; traces and corrects errors.
- Calculates, processes and maintains financial, statistical, work, time, payroll information, and case record information.
- Handles money transactions such as collecting and disbursing monies and other negotiable items related to the department's programs and agency operations; maintains records of receipts; checks, balances, and reconciles cash statements and computerized reports; processes documents such as invoices, purchase orders, and other records.
- Verifies and processes bank deposits and deposits funds in the appropriate accounts.
- Writes letters, memos, or documents to correspond with public and private organizations/agencies to obtain or verify information.
- May operate automated systems to produce notices, checks, graphs, charts, letters, reports, legal documents, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports.
- May trouble-shoot problems relating to automated systems.
- Performs related duties as assigned.
Knowledge of:
- Advanced mathematics and statistics such as complex decimal, fraction, percentage formulas, and statistical calculations.
- Grammar, vocabulary, spelling, punctuation, and composition.
- Office and department practices, procedures, programs, services, policies, regulations, and automated systems.
- Laws, rules, and regulations governing the maintenance of account, fiscal, and case records in the area assigned.
- Bookkeeping, accounting, and financial auditing procedures.
- Principles of lead supervision and training.
- Methods and techniques used in researching, proofing, evaluating, gathering, organizing, and arranging data.
- Common word processing, spreadsheet, and database software packages.
- Verify, compile, reconcile, and interpret more difficult and complex financial and statistical data.
- Make arithmetic computations with speed and accuracy. Calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions.
- Lead and train subordinate employees on laws, rules, regulations, and office procedures.
- Read and understand specific rules, codes, regulations, procedures, policies, and precedents.
- Communicate information effectively and orally to a wide variety of people.
- Compose reports and correspondence (e.g., letters, memorandums) using appropriate grammar and spelling.
- Compile multiple pieces of information clearly and concisely into an organized and understandable written report/document.
- Research, proof, evaluate, gather, organize, and arrange a diversity of information.
- Maintain journals, ledgers, and complex accounting and case records.
*Thirty (30) semester units or forty-five (45) quarter units that included coursework in basic financial and statistical recordkeeping practices and procedures; mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; or computer applications and spreadsheet software may be substituted for up to one year of qualifying experience.
Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty-two and one-half (22.5) quarter units equals six months of experience.
Examination Information
Training & Experience Examination – Weighted 100%
The Training & Experience Examination is designed to elicit a range of specific information regarding each candidate’s knowledge, skill, abilities, and potential to effectively perform the duties relative to the classification. Responses to the questionnaire will be assessed based on pre-determined rating criteria. All applicants must complete the entire examination to receive a score. To obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination.
Examination administration and processing time is approximately two weeks after the closing date of the job bulletin.
Eligible List Information
A departmental open eligible list will be established for the county of Del Norte. The list will be utilized for 12 months after it is established unless the needs of the service and conditions of the list warrant a change in this period.
Retest Period
Once you have taken the examination, you may not retest for SIX (6) MONTHS from the established eligibility date.
Special Testing Arrangements
Special testing arrangements may be made to accommodate applicants for disability, military, or religious reasons. If you require such arrangements, please contact CalHR at mssprogram@calhr.ca.gov or 916-909-3701 upon notification that your application has been approved. Documentation from medical, military, school or church officials outlining the accommodation request must be received by our office a minimum of five business days prior to a scheduled examination.
Education Documents
If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers.
General Information
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment.
MSS reserves the right to revise the examination plan to better meet the needs of the recruitment if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all competitors will be notified.
If you meet the requirements stated on this bulletin, you may take this examination. Your performance in this examination will be rated against predetermined rating criteria. All competitors who pass will be added to the eligible list. Meeting the entry requirements does not assure success in the examination or placement on the eligible list.
General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgement, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. As part of the hiring process, a background investigation may be required.
Equal Employment Opportunity
The Merit System Services program is committed to equal employment opportunity for all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Benefits
This position offers the following benefits:
- Represented by the Joint Council bargaining unit.
- 96 hours of vacation per year, increasing upon continuous years of service.
- 96 hours of sick leave per year.
- 14 paid holidays plus one 8-hour personal holiday.
- CalPERS retirement plan, 8% employee contribution.
- The County pays approximately 80% of premium for medical, dental, and vision plan (including a $30,000 life insurance plan for employee). For the employee and entire family, the current employee's share of the insurance plan is $225.42 per month.
- Annual salary step increase based upon satisfactory performance and completion of 2,080 hours (Steps A to E).
- Deferred compensation plan with the County matching the employee's deposit, up to $60 per month.
- Supplemental insurance plans are available.
- Employee Assistance Program is provided to all employees at no cost by the County.
Additional Information
ADA/EEO/DRUG-FREE WORKPLACE
As a condition of employment Tehama County Social Services will require:
A valid driver's license will be required at the time of appointment. Individuals who do not meet this requirement due to a disability will be reviewed on a case-by-case basis.
Proof of ability to work in the United States
Pre-employment drug testing and physical
Government agencies accessing US government information, which include federal tax information must ensure that background investigation requirements for all agency employees and contractors that have access to federal tax information are consistent to the IRS background investigation requirements for access to federal tax information. A background check may be required if the position requires access to these types of records. Background requirements consist of three components which include, fingerprinting, citizenship verification and local law enforcement checks. State agencies must conduct investigation during time of hire and ensure a reinvestigation is conducted 10 years from the date of the previous background investigation for each employee that has access to federal tax information.
About Tehama County
Beautiful Tehama County is in the heart of northern California, midway between Sacramento and the Oregon border. Based on the shores of the Sacramento River and in the shadows of Mount Lassen, Tehama County boasts some of the lowest housing costs in California along with short commute times to work. The County is home to a myriad of recreational activities.
Salary : $20 - $24