Account Assistant III Grade C

    Clerical and Technical generic job description

    Family: Accounting/Financial
    Job Code: 502

    Representative duties:

    • Receives, classifies, and codes information. Reviews account records to ensure accuracy and completeness. Prepares and distributes billing statements
    • Obtains and provides information related to accounts, procedures, and regulations
    • Establishes, maintains, and reconciles account records. Reviews, logs, codes, and posts payments. Identifies and corrects errors. Totals and reconciles cash transactions daily
    • Monitors account records. Composes correspondence related to problem accounts. Refers delinquent accounts to supervisor and collection agencies
    • Researches individual accounts. May summarize findings in brief reports
    • Completes and processes forms
    • May present account information at legal proceedings
    • Performs clerical functions incidental to account activity

    The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.

    Required knowledge:

    • General knowledge, high school level; detailed but narrow knowledge in one or several work-related areas; general acquaintance with broader field of knowledge
    • Working knowledge of business, accounting, or commercial procedures with detailed knowledge in these particular areas
    • Limited knowledge of University organizational policies and procedures generally; detailed knowledge of a narrow area of University rules and procedures

    Required skills:

    • Extracts and compiles a range of data from written sources, from individuals by asking questions, or from one or several given data bases, limited interpretation of data
    • Routine use of a major library catalogue or reference data base
    • Files already labeled material using a straightforward alphabetical or chronological system
    • Understands more complicated written instructions, memoranda, and policy statements
    • Writes simple internal memoranda, fills out complex forms
    • Occasional use of more complex machines, such as word processors or personal computers

    Office and administrative skills:

    • Keyboards letters, memos, and other moderately complex material
    • Enters and retrieves data from semi-finished source documents on a personal computer, requiring both some interpretation of the source document and a basic understanding of software parameters
    • Schedules and coordinates appointments
    • Advises, screens and refers callers and visitors

    Experience, education and formal training:

    • Four years of related work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related work experience and an Associate degree; or an equivalent combination of experience and education.

    Complexity and organization:

    • Wide variety of complicated job tasks requiring coordinating numerous processes/methods
    • Occasionally coordinates or organizes the work of others

    Interpersonal relations:

    • Ongoing involvement outside immediate unit
    • Offers or obtains specialized information or provides assistance on general matters
    • Understands and evaluates what is being said and responds with complex answers that may take time to give

    Supervisory guidelines:

    • Work is subject to general review on an occasional basis
    • Incumbent plans and schedules own work and/or work of others based on the understanding of broadly defined objectives and priorities, supervisor reviews work after completion
    • Instruction provided only in new situations, methods and procedures that are not clearly related to existing tasks and duties

    Independent judgment:

    • Established procedures/policies govern many work situations
    • Occasional exercise of independent judgment or initiative
    • Problems solved by choosing solutions from among several alternatives that are not necessarily governed by established procedures

    Leadership responsibility:

    • Occasionally provides general orientation to routine procedures/policies
    • Sometimes distributes and monitors work

    Impact and consequence of error:

    • Work affects both outside the work unit and outside the University
    • Errors are somewhat difficult to recognize and correct and can cause harm or financial loss to individuals, departments, and the University or to other individuals and groups

    Working conditions:

    • Very little possibility of safety risks
    • Occasional conflicting demands, time, pressures, deadlines or emergencies
    • Regular sustained concentration
    • Some physical effort or dexterity