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d * D D F G G NORMAL, Exams of Accounting

DEFINITION. Under general supervision, perform specialized and responsible clerical and accounting tasks; responsible for a functional unit of activity ...

Typology: Exams

2022/2023

Uploaded on 03/14/2023

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Redlands Unified School District
CLERICAL SPECIALIST
DEFINITION
Under general supervision, perform specialized and responsible clerical and accounting tasks;
responsible for a functional unit of activity which may include directing clerical personnel and/or
coordinating and organizing the functions and activities of other personnel; perform routine
administrative tasks for more than one manager/supervisor; and do other related work as required.
EXAMPLES OF DUTIES
Perform specialized and technical clerical work involving analysis of a variety of materials and a
thorough familiarity with policies, regulations, practices, terminology, and applicable legal provisions;
may organize, coordinate and lead personnel; compile a variety of narrative and statistical reports;
investigate, search and locate sources of information; devise forms to compile and abstract data, and
determine report formatting; answer questions regarding complex and technical data, give
explanations of laws, policies or procedures; may perform complex and technical accounting and
clerical functions using independent judgment, referring only unusual matters to supervisors; establish
and maintain alphabetical, numerical, subject matter and other classification files and catalogues; type
from rough drafts, notes and use transcription equipment; prepare indices and cross reference files
concerning a variety of files and records; initiate and receive a variety of telephone and personal
contacts from District employees and the public concerning the technical and responsible functions of
the work unit; may assist in the orientation and training of personnel; operate a computer terminal,
word processing equipment, and prepare input material for use with a computer-assisted information
management, storage and retrieval system; may assist District personnel and the general public in
completing a variety of forms and documents; may coordinate posting of information and data to
records and/or files which have legal, administrative, or confidential significance; may contact and
assign substitute personnel to replace absent employees; may contact District personnel by paging
and two-way communication devices in dispatching emergency and routine work assignments; may
maintain accounting records required for open purchase orders; may maintain petty cash account;
may provide input into the performance evaluation of other clerical personnel.
EMPLOYMENT STANDARDS
KNOWLEDGE AND ABILITIES
Knowledge of:
Standard office practices, procedures and techniques;
Correct English usage, spelling, grammar, punctuation and arithmetic concepts;
Computer terminology and a working knowledge of various software programs;
Basic techniques and strategies of planning and organization;
Effective reception and/or telephone techniques, correspondence and report writing and proofreading;
Standard office machines, equipment, and computers, including transcription and word processing
equipment;
Operational procedures, policies, rules, regulations and legal provisions specific to the assignment.
Ability to:
Perform complex and specialized clerical work utilizing independent judgment, and requiring speed
and accuracy;
Utilize database retrieval and management systems;
Prepare clear, concise and comprehensive reports;
Organize, coordinate, and lead the work of personnel;
Accurately interpret legal mandates, District policies, rules and regulations, and apply them to a
variety of operational procedures;
Understand and carry out oral and written directions;
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Redlands Unified School District

CLERICAL SPECIALIST

DEFINITION Under general supervision, perform specialized and responsible clerical and accounting tasks; responsible for a functional unit of activity which may include directing clerical personnel and/or coordinating and organizing the functions and activities of other personnel; perform routine administrative tasks for more than one manager/supervisor; and do other related work as required.

EXAMPLES OF DUTIES Perform specialized and technical clerical work involving analysis of a variety of materials and a thorough familiarity with policies, regulations, practices, terminology, and applicable legal provisions; may organize, coordinate and lead personnel; compile a variety of narrative and statistical reports; investigate, search and locate sources of information; devise forms to compile and abstract data, and determine report formatting; answer questions regarding complex and technical data, give explanations of laws, policies or procedures; may perform complex and technical accounting and clerical functions using independent judgment, referring only unusual matters to supervisors; establish and maintain alphabetical, numerical, subject matter and other classification files and catalogues; type from rough drafts, notes and use transcription equipment; prepare indices and cross reference files concerning a variety of files and records; initiate and receive a variety of telephone and personal contacts from District employees and the public concerning the technical and responsible functions of the work unit; may assist in the orientation and training of personnel; operate a computer terminal, word processing equipment, and prepare input material for use with a computer-assisted information management, storage and retrieval system; may assist District personnel and the general public in completing a variety of forms and documents; may coordinate posting of information and data to records and / or files which have legal, administrative, or confidential significance; may contact and assign substitute personnel to replace absent employees; may contact District personnel by paging and two-way communication devices in dispatching emergency and routine work assignments; may maintain accounting records required for open purchase orders; may maintain petty cash account; may provide input into the performance evaluation of other clerical personnel.

EMPLOYMENT STANDARDS

KNOWLEDGE AND ABILITIES Knowledge of: Standard office practices, procedures and techniques; Correct English usage, spelling, grammar, punctuation and arithmetic concepts; Computer terminology and a working knowledge of various software programs; Basic techniques and strategies of planning and organization; Effective reception and/or telephone techniques, correspondence and report writing and proofreading; Standard office machines, equipment, and computers, including transcription and word processing equipment; Operational procedures, policies, rules, regulations and legal provisions specific to the assignment.

Ability to: Perform complex and specialized clerical work utilizing independent judgment, and requiring speed and accuracy; Utilize database retrieval and management systems; Prepare clear, concise and comprehensive reports; Organize, coordinate, and lead the work of personnel; Accurately interpret legal mandates, District policies, rules and regulations, and apply them to a variety of operational procedures; Understand and carry out oral and written directions;

Redlands Unified School District Clerical Specialist Page 2

Establish and maintain an effective working relationship with those contacted in the course of work; Relate effectively with racially and ethnically diverse staff, students and community.

Skills: Type at a rate of 40 words per minute from clear, legible copy; Capable operation of word processing equipment and computers.

EDUCATION AND EXPERIENCE Education: Equivalent to the completion of the twelfth grade, including coursework or training in business practices, office management, record management and storage and retrieval systems.

Experience: Two years of responsible or specialized clerical experience, preferably in a public school organization, including some experience in organizing and coordinating specialized clerical functions.

LICENSES AND CERTIFICATES If driving a vehicle is required in the course of work, operator must possess a valid and appropriate California driver's license; qualify for insurability with the District's insurance carrier. A valid first aid certificate will be required for some assignments.

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS Strength: Work may involve lifting objects up to 50 pounds; physical dexterity in limbs and digits necessary to operate office equipment.

Pre-placement Physical: Class I

CS/cjd 09/