Bookkeeper/Secretary (8 hours/260 days) (July Start Date)

Position Title:     School Bookkeeper
Department:      School
Reports To:        Principal
FLSA Status:     Non-Exempt
 
SUMMARY: 
Oversees the receipting process in the school to document and account for monies collected from students, teachers and prepares reciprocal office receipts.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES:   

• Performs daily counts of student activity fund monies received by the school; prepares account deposit breakdowns and reconciles the bank deposit to the total funds receipted by the school office.
• Verifies teacher deposits to the receipt books to ensure that all monies are receipted to the school office.
• Delivers deposits to bank; makes night bank safety drops; verifies that amount credited by the bank agrees with deposit breakdowns; retrieves and safeguards bank bags.
• Reviews cash receipts and prepares statement of miscellaneous revenue.
• Enters entries for receipts, and deposits.
• Prepares and forward proper paper work for disbursements, and transfers of funds between school accounts, as appropriately approved; advises the Principal of imbalances in school accounts.
• Prepare and secure approvals for purchase orders, receives goods and materials ordered by the school, matches invoices to packing slips or receiving slips and initiates check requisitions to ensure prompt payments to vendors (within the: net payment date) for both local and district accounts.
• Advise the faculty and staff on proper accounting procedures to be followed for Student Activity Funds and in processing paperwork and forms to document school receipts, deposits, and disbursements; resolve questions from school principal, faculty and staff pertaining to Student Activity Funds.
• Compiles and processes school Student Activity Funds budgets and fundraiser requests.
• Maintain Student Activity-Fund reference library and filing system for documenting financial transactions; prepares monthly, quarterly and annual Student Activity Funds Financial Reports.
• Service District Office Accounts when integrated with Student Activity Fund accounting duties.
• Oversee monies donated/awarded to school for (district and or local) accounts.
• Monthly/quarterly balance sheets on district accounts.
• Prepare requisitions for office supplies and disbursement encumbrances.
• Order, process and maintain office materials and equipment.
• Maintain teacher attendance and personnel information and submit reports.
• Keeps daily balance of cash on deposit in operating bank account.  Reconciles the cashbook account with the ledger at end of each month.
• Key operator for office equipment and calls for service when necessary.
• Performs other duties as may be assigned by the Principal.

JOB SPECIFICATIONS
 
EDUCATION and/or EXPERIENCE:
Minimum of high school diploma with five years bookkeeping experience; or AA degree in accounting with three years of experience.  Must be able to effectively deal with the public and staff both in person and on the phone.  
 
Such alternatives to the above qualifications as the Board may find appropriate and acceptable.
 
CERTIFICATES, LICENSES, REGISTRATIONS: 
Not applicable
 
SUPERVISORY RESPONSIBILITIES:  
Not applicable
 
LANGUAGE SKILLS: 
Ability to read, analyze and interpret financial reports.  Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write and/or type routine reports and correspondences.  Ability to speak effectively before groups of district personnel or organizations.
 
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.  Ability to add, subtract, multiply, and divide in all units of measurement, using whole numbers, common fractions, and decimals.  Application of percentages, ratios, and proportions to practical situations is required.
 
REASONING ABILITY:
Ability to interpret and carry out instructions furnished in written, oral, diagram or schedule form.  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to analyze information and use logic to address work related issues and problems. Ability to quickly assess employee, departmental, and administrative needs and provide timely feedback. Ability to analyze varied functions, processes and tasks for the preparation of varied and complex records and reports. 
 
OTHER SKILLS and ABILITIES:
Ability to perform duties with awareness of all district requirements and Board of Education policies.

Ability to operate a personal computer and related software.  Ability to work independently, with limited supervision.  Ability to develop effective working relationships with students, and the school community.  Ability to communicate clearly and concisely, both orally and in writing. Ability to develop effective working relationships with staff and district employees.  Proficiency with Microsoft applications such as Excel, Word, and PowerPoint required.  Ability to perform duties with a high level of detail and accuracy. Ability to self-monitor and manage multiple tasks while working individually and with members of a group.
 
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
The employee will occasionally lift and/or move up to 10 pounds such as boxes of materials.  The employee will sometimes push/pull items such as furniture or boxes of materials.
 
While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk, listen and/or reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision.  Routine local travel is required.  Duties of the job require frequent use of a computer monitor and related equipment.
 
WORK ENVIRONMENT: 
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Office environment with limited exposure to environmental conditions.  The noise level in this environment is quiet to loud depending upon the activity in the particular part of the day. Frequent interruptions and immediate attention to unexpected situations are expected.  
 
TERMS OF EMPLOYMENT: 
Varies depending on school level
Clerk & Office Staff Pay Scale
 
The terms of employment detailed in this job description are based on full time employment during the school year.  Conditions of employment adjusted for part time employees or individuals who are hired for less than an entire school year.
 
EVALUATION: 
Performance of this job evaluated annually according to Board Policy.
 
DISCLAIMER STATEMENT:
The information contained in this job-description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position.  Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.
 
Updated 2017

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Position Title:     School Secretary

Department:       School

Reports To:         Principal 

FLSA Status:       Non-Exempt

SUMMARY: 

Provides routine clerical support to assigned supervisor to ensure smooth and efficient operation of the assigned location.  Performs a variety of duties to support area of work including typing letters, memoranda and reports, filing, copying, answering incoming calls, scheduling appointments, processing mail, keying data, etc.  Communicates effectively with students, parents and staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES:   

• Provides secretarial support by performing such duties as answering, screening and directing telephone calls; screening incoming mail; typing; developing and maintaining a central filing system; directing visitors; scheduling meetings; taking minutes, etc. Provides back-up to assigned location clerical staff.
• Types, completes and/or files various documents, records, and reports such as letters, memoranda, agendas, work orders, invoices, purchase orders, etc.
• May order, control, and/or monitor departmental supplies and equipment.
• Handles confidential documents in an appropriate manner; maintains confidential files and records such as employee information; enters employee and/or student information to computer as assigned.
• Interacts with various persons in the performance of duties including assigned location administrators and staff, students, parents, business persons, government officials and agencies, etc.
• Accurately maintains a calendar for the supervisor at the assigned location.
• Actively serves as liaison between the supervisor and staff.
• Is effective in the maintenance of office inventory and assigned location store supplies, orders supplies as necessary and in consultation with staff.
• Participates in District-wide meetings, training activities and the distribution of appropriate information.
• Serves as a liaison between District and assigned location administrators to ensure accurate, thorough, and effective use of data.
• Answers complaints and inquiries, or refers them to appropriate persons and/or departments; interprets assigned location District policies, rules and regulations in response to queries.
• Provides responsible administrative support in such areas as compiling data, analyzing data, and preparing related statistical reports; compiles and maintains various record keeping systems including maintaining records of a confidential nature.
• Operates general office equipment such as a computer, printer, copier, calculator, facsimile machine, telephone system, etc.
• Performs other duties as may be assigned by the supervisor.

JOB SPECIFICATIONS

EDUCATION and/or EXPERIENCE:

Minimum of high assigned location diploma and three years of experience using computer applications in an office environment, or a post-secondary degree in computer applications with some related work experience; or an equivalent combination of education, training, and experience.

Such alternatives to the above qualifications as the Board may find appropriate and acceptable.

CERTIFICATES, LICENSES, REGISTRATIONS: 

Not applicable

SUPERVISORY RESPONSIBILITIES:  

Not applicable

LANGUAGE SKILLS: 

Advanced knowledge of Business English, spelling, punctuation, mathematical computation and possession of an excellent vocabulary.  Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write and/or type routine reports and correspondences.  Ability to speak effectively before groups of district personnel or organizations.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measurement, using whole numbers, common fractions, and decimals.  Application of percentages, ratios, and proportions to practical situations is required.

REASONING ABILITY:

Ability to interpret and carry out instructions furnished in written, oral, diagram or schedule form.  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to analyze information and use logic to address work related issues and problems. Ability to quickly assess employee, departmental, and administrative needs and provide timely feedback. Ability to analyze varied functions, processes and tasks for the preparation of varied and complex records and reports. 

Thorough knowledge of the principles of office management and of modern office procedures, systems and equipment such as typewriters, calculators, and word processors.  Strong knowledge of word processing, e-mail, spreadsheets, electronic file management, the internet, and reporting and presentation software. Knowledge in maintaining confidentiality of information of a sensitive and confidential nature.  Ability to type clear copy at the minimum required rate.  Ability to create electronic reports and presentations, use the internet efficiently, communicate electronically via e-mail, and manage electronic data and files in an organized manner.

OTHER SKILLS and ABILITIES:

Ability to perform duties with awareness of all district requirements and Board of Education policies.

Ability to operate a personal computer and related software.  Ability to work independently, with limited supervision.  Ability to develop effective working relationships with students, and the assigned location community.  Ability to communicate clearly and concisely, both orally and in writing. Ability to develop effective working relationships with staff and district employees.  Proficiency with Microsoft applications such as Excel, Word, and PowerPoint required.  Ability to perform duties with a high level of detail and accuracy. Ability to self-monitor and manage multiple tasks while working individually and with members of a group.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee will occasionally lift and/or move up to 25 pounds such as boxes of materials.  The employee will sometimes push/pull items such as furniture or boxes of materials.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk, listen and/or reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision.  Routine local travel is required.  Duties of the job require frequent use of a computer monitor and related equipment.

WORK ENVIRONMENT: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Office environment with limited exposure to environmental conditions.  The noise level in this environment is quiet to loud depending upon the activity in the particular part of the day. Frequent interruptions and immediate attention to unexpected situations are expected.  

TERMS OF EMPLOYMENT: 

Varies depending on assigned location level

Clerk & Office Staff Hourly Pay Scale

The terms of employment detailed in this job description are based on full time employment during the assigned location year.  Conditions of employment adjusted for part time employees or individuals who are hired for less than an entire assigned location year.

EVALUATION: 

Performance of this job evaluated annually according to Board Policy.

DISCLAIMER STATEMENT:

The information contained in this job-description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position.  Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.

Updated 2020

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Position Title:     Location Secretary

Department:       School

Reports To:         Supervisor

FLSA Status:        Non-Exempt

SUMMARY: 

Provides routine clerical support to assigned supervisor to ensure smooth and efficient operation of the assigned location.  Performs a variety of duties to support area of work including typing letters, memoranda and reports, filing, copying, answering incoming calls, scheduling appointments, processing mail, keying data, etc.  Communicates effectively with students, parents and staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES:   

• Provides secretarial support by performing such duties as answering, screening and directing telephone calls; screening incoming mail; typing; developing and maintaining a central filing system; directing visitors; scheduling meetings; taking minutes, etc. Provides back-up to assigned location clerical staff.
• Types, completes and/or files various documents, records, and reports such as letters, memoranda, agendas, work orders, invoices, purchase orders, etc.
• May order, control, and/or monitor departmental supplies and equipment.
• Handles confidential documents in an appropriate manner; maintains confidential files and records such as employee information; enters employee and/or student information to computer as assigned.
• Interacts with various persons in the performance of duties including assigned location administrators and staff, students, parents, business persons, government officials and agencies, etc.
• Accurately maintains a calendar for the supervisor at the assigned location.
• Actively serves as liaison between the supervisor and staff.
• Is effective in the maintenance of office inventory and assigned location store supplies, orders supplies as necessary and in consultation with staff.
• Participates in District-wide meetings, training activities and the distribution of appropriate information.
• Serves as a liaison between District and assigned location administrators to ensure accurate, thorough, and effective use of data.
• Answers complaints and inquiries, or refers them to appropriate persons and/or departments; interprets assigned location District policies, rules and regulations in response to queries.
• Provides responsible administrative support in such areas as compiling data, analyzing data, and preparing related statistical reports; compiles and maintains various record keeping systems including maintaining records of a confidential nature.
• Operates general office equipment such as a computer, printer, copier, calculator, facsimile machine, telephone system, etc.
• Performs other duties as may be assigned by the supervisor.

JOB SPECIFICATIONS

EDUCATION and/or EXPERIENCE:

Minimum of high assigned location diploma and three years of experience using computer applications in an office environment, or a post-secondary degree in computer applications with some related work experience; or an equivalent combination of education, training, and experience.

Such alternatives to the above qualifications as the Board may find appropriate and acceptable.

CERTIFICATES, LICENSES, REGISTRATIONS: 

Not applicable

SUPERVISORY RESPONSIBILITIES:  

Not applicable

LANGUAGE SKILLS: 

Advanced knowledge of Business English, spelling, punctuation, mathematical computation and possession of an excellent vocabulary.  Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write and/or type routine reports and correspondences.  Ability to speak effectively before groups of district personnel or organizations.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measurement, using whole numbers, common fractions, and decimals.  Application of percentages, ratios, and proportions to practical situations is required.

REASONING ABILITY:

Ability to interpret and carry out instructions furnished in written, oral, diagram or schedule form.  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to analyze information and use logic to address work related issues and problems. Ability to quickly assess employee, departmental, and administrative needs and provide timely feedback. Ability to analyze varied functions, processes and tasks for the preparation of varied and complex records and reports. 

Thorough knowledge of the principles of office management and of modern office procedures, systems and equipment such as typewriters, calculators, and word processors.  Strong knowledge of word processing, e-mail, spreadsheets, electronic file management, the internet, and reporting and presentation software. Knowledge in maintaining confidentiality of information of a sensitive and confidential nature.  Ability to type clear copy at the minimum required rate.  Ability to create electronic reports and presentations, use the internet efficiently, communicate electronically via e-mail, and manage electronic data and files in an organized manner.

OTHER SKILLS and ABILITIES:

Ability to perform duties with awareness of all district requirements and Board of Education policies.

Ability to operate a personal computer and related software.  Ability to work independently, with limited supervision.  Ability to develop effective working relationships with students, and the assigned location community.  Ability to communicate clearly and concisely, both orally and in writing. Ability to develop effective working relationships with staff and district employees.  Proficiency with Microsoft applications such as Excel, Word, and PowerPoint required.  Ability to perform duties with a high level of detail and accuracy. Ability to self-monitor and manage multiple tasks while working individually and with members of a group.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee will occasionally lift and/or move up to 25 pounds such as boxes of materials.  The employee will sometimes push/pull items such as furniture or boxes of materials.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk, listen and/or reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision.  Routine local travel is required.  Duties of the job require frequent use of a computer monitor and related equipment.

WORK ENVIRONMENT: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Office environment with limited exposure to environmental conditions.  The noise level in this environment is quiet to loud depending upon the activity in the particular part of the day. Frequent interruptions and immediate attention to unexpected situations are expected.  

TERMS OF EMPLOYMENT: 

Varies depending on assigned location level

Clerk & Office Staff Hourly Pay Scale

The terms of employment detailed in this job description are based on full time employment during the assigned location year.  Conditions of employment adjusted for part time employees or individuals who are hired for less than an entire assigned location year.

EVALUATION: 

Performance of this job evaluated annually according to Board Policy.

DISCLAIMER STATEMENT:

The information contained in this job-description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position.  Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.

Updated 2020

Salary : $15