ABOUT THE POSITION

Account Clerk I : Under supervision, to learn to perform clerical work involving the maintenance of financial and statistical records;

and performs related work as required.

Account Clerk II : Under general supervision, to perform financial recordkeeping work involving the maintenance of financial and statistical records in a manual or automated environment;

obtains and compares information related to department records, programs, and services; and performs related work as required.

SPECIAL NOTE : An individual will be required to pass a background investigation relevant to working in a law enforcement office or facility, prior to being hired.

IDEAL CANDIDATE

The ideal candidate will have at least six months of financial recordkeeping experience, and experience working with MS Word, MS Excel and Adobe Acrobat.

DISTINGUISHING CHARACTERISTICS

Account Clerk I : This is the entry-level class in the Account Clerk series. While incumbents are required to have basic mathematical skills and knowledge of recordkeeping techniques, they are not required to have previous clerical experience and are considered to be in a training status.

Employees in this class receive in-service training and are given detailed instructions in the performance of routine accounting;

statistical and case recordkeeping tasks and perform tasks that are more structured and repetitive than those assigned at level II.

Incumbents can reasonably expect to promote to the next higher class of Account Clerk II after one (1) year of financial recordkeeping experience.

Account Clerk II : This is the journey-level class in the Account Clerk series. Incumbents in this class perform financial recordkeeping work requiring training and experience in office methods and equipment and a capacity to utilize a variety of pertinent financial and statistical recordkeeping procedures, precedents and policies.

Working with less supervision within a framework of established methods and procedures, the level of work requires that incumbents choose from among a variety of alternatives in solving work problems typical of their assignments and is distinguished from the next higher class of Senior Account Clerk in that incumbents in the latter class typically are assigned the more complex financial recordkeeping duties, or may act in a lead worker capacity over a small number of clerical staff.

The Account Clerk I / II differs from the Office Assistant I / II in that the primary duties of the Account Clerk involve the application of mathematical skill and ability in the use of financial, numerical and statistical data and information.

The Office Assistant class performs a wide variety of general office support duties in which the use of mathematical ability is incidental to the primary function and most frequently performed duties.

EXAMPLES OF ESSENTIAL DUTIES

• Account Clerk I : Duties may include, but are not limited to, the following. For Account Clerk I, duties are performed at the entry level : Maintains financial and statistical records;
• makes arithmetical tabulations; posts financial data by hand or computer to registers, subsidiary ledgers, expenditure and case records;
• code, verify, and file various financial documents; checks data in various documents for accuracy; prepares or assists in preparing statistical and fiscal reports required by state, federal, and local agencies;
• assists with compilation of budget information including work and time records; gathers and summarizes information from source documents or computerized reports and arranges in understandable, presentable, or prescribed format;
• handles money transactions such as collecting and disbursing monies and other negotiable items related to department's programs and agency operations;
• checks, balances, and reconciles cash statements and computerized reports; processes or assists with the processing of documents such as invoices, purchase orders, warrants, food stamps, and other records;
• answers telephone calls to provide, elicit, or verify information or data; may operate automated systems to produce letters, reports, summaries, notices, checks, data, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports;
• performs other clerical duties such as typing, filing, counter service, copying, etc. on an as needed basis; assembles, sorts, matches, checks, codes, dates, numbers, lists and logs financial and statistical data;
• processes items such as claims invoices, purchase orders, payments, warrants; receives and accounts for money; posts to and works with ledger accounts and other records;
• processes information for transmittal to Data Processing; makes arithmetical calculations; keeps various financial and statistical records;

operates calculating and adding machines, computer terminal and other office machines; maintains files; performs related duties as assigned.

• Account Clerk II : Assembles, sorts, matches, checks, codes, dates, numbers, lists and logs financial and statistical data;
• processes items such as claims invoices, purchase orders, payments, warrants and tax statements; verifies, balances and adjusts accounts and records;
• receives and accounts for money; computes financial penalties; computes, adjusts, interprets and maintains payroll records;
• posts to and works with ledger accounts and other records; breaks out charges and allocates to appropriate source; processes information for transmittal to Data Processing;
• reconciles bank statements and prepares deposits; makes arithmetical calculations; prepares checks and warrants; keeps various financial and statistical records and prepares regular and special reports;
• operates calculating and bookkeeping machines, computer terminal and other office equipment; maintains files; may assist the public and other employees by answering questions and explaining financial and payroll procedures and financial recordkeeping requirements;
• maintains financial and statistical records; makes arithmetical tabulations; posts financial data by hand or computer to registers, subsidiary ledgers, expenditure and case records;
• code, verify, and file various financial documents; checks data in various documents for accuracy; prepares or assists in preparing statistical and fiscal reports required by state, federal, and local agencies;
• assists with compilation of budget information including work and time records; gathers and summarizes information from source documents or computerized reports and arranges in understandable, presentable, or prescribed format;
• handles money transactions such as collecting and disbursing monies and other negotiable items related to department's programs and agency operations;
• checks, balances, and reconciles cash statements and computerized reports; processes or assists with the processing of documents such as invoices, purchase orders, warrants, food stamps, and other records;
• answers telephone calls to provide, elicit, or verify information or data; may operate automated systems to produce letters, reports, summaries, notices, checks, data, spreadsheets, and standardized forms that are required for the maintenance of fiscal and statistical reports;

performs other clerical duties such as typing, filing, counter service, copying, etc. on an as needed basis; performsrelated duties as assigned.

TYPICAL QUALIFICATIONS

The level and scope of the knowledge and skills listed below are related to job duties as distinguished between the two levels in the Definition section.

Any combination of education and experience sufficient to directly demonstrate possession and application of the following :

Account Clerk I :

Knowledge of : Office methods, procedures and equipment; recordkeeping techniques.

• Ability to : Make arithmetical calculations with speed and accuracy; follow oral and written directions; learn office rules, methods and policies;
• operate calculating and adding machines and other standard office equipment; learn to enter and retrieve data on a computer terminal;
• establish and maintain cooperative relationships with those contacted in the course of work; modern office practices, methods, and procedures;
• basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; methods, practices, and procedures of financial and statistical record keeping;

general goals and purpose of the department's programs; common word processing, spreadsheet, and database software packages.

Account Clerk II :

• Knowledge of : Office methods, procedures and equipment; methods, practices and terminology used in bookkeeping, financial and statistical recordkeeping;
• basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages; general goals and purpose of the department's programs;

common word processing, spreadsheet, and database software packages.

• Ability to : Make arithmetical calculations with speed and accuracy; learn office rules, methods and policies; learn, interpret and apply pertinent financial and statistical recordkeeping procedures, precedents and policies;
• use good judgment in choosing among available alternatives, in recognizing scope of authority, in seeking assistance and making referrals;
• learn to enter and retrieve data on a computer terminal; establish and maintain cooperative relationships with those contacted in the course of work;
• calculate solutions to math problems including addition, subtraction, division, multiplication, percentages, decimals, and fractions;
• compare, transcribe, track, and reconcile information between documents, accounts and ledgers; enter data quickly and accurately into automated system;
• compare and transcribe numbers and words accurately; locate, identify, and correct inaccurate or incomplete information;
• read English at a level necessary to understand procedure manuals, policy guidelines, software manuals, technical documents and reports;
• communicate effectively verbally, and in writing, with individuals from diverse socio-economic and cultural backgrounds;
• establish and maintain effective working relationships; follow written and oral directions and instructions; perform a variety of financial, statistical, and case recordkeeping assignments;

prepare and maintain accurate reports and records.

These standards are typically attained with one (1) year of experience comparable to that of an Account Clerk I with Shasta County;

OR one (1) year of full-time clerical accounting experience performing fiscal, statistical, or case record office support work in an office environment.

SPECIAL REQUIREMENT

Possession of a valid California driver's license. Employees who drive on County business to carry out job-related duties must possess a valid California driver's license for the class of vehicle driven and meet automobile insurability requirements of the County.

Eligibility for employment for those who do not meet this requirement due to disability will be reviewed on a case-by-case basis by the appointing authority.

SUPPLEMENTAL QUESTIONS

Responses to the following must be submitted with a completed application.

• Describe your experience and skill level operating various components of Microsoft Office software. If none, please type n / a.’
• Do you have at least one year of general clerical experience? Yes No
• If yes to #2, please provide details about where you obtained this experience and dates of employment. If no, please type n / a’.
• Do you have any experience in clerical accounting, including fiscal, statistical, or case record office support work? Yes No
• If yes to #4, please provide details about where you obtained this experience and dates of employment. If no, please type n / a’.
• I acknowledge that this position requires a valid California driver’s license. Yes No

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel.

The employee frequently is required to reach with hands and arms and talk or hear. The employee is occasionally required to stand;

walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to twenty-five (25) pounds.

Specific vision abilities required by this job include close vision.

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.

The noise level in the work environment is usually moderate.

OTHER CONSIDERATIONS

• All new employees are required to have their paycheck directly deposited to a bank account.
• Some positions may require a valid California driver's license and acceptable driving record according to County policy.
• Reasonable accommodations may be made for those persons who are disabled under the Americans with Disabilities Act to perform the essential functions of the position.
• As part of the selection process, all individuals provided with a preliminary offer of employment with Shasta County will be subject to a background investigation, including a criminal history check (primarily completed through the taking of fingerprints).

An image of your fingerprints will be captured and sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI).

The resulting report of your conviction history, (if any), will be evaluated along with the other information received in connection with your application.

Except as otherwise required by law, a criminal conviction will not necessarily disqualify you from the position. The nature of the offense, the date of the offense, the surrounding circumstances, and the relevance of the offense to the position applied for may, however, be considered.

• Based on the results of the background investigation and criminal history check, applicants may then be provided with an offer of employment conditioned on the results of a medical examination, which includes drug / alcohol testing.
• Shasta County participates in E-Verify. For more information visit https : / / www.e-verify.gov / sites / default / files / everify / posters / IER RighttoWorkPoster.

pdf (Download PDF reader). If you do not have internet access, contact Personnel at (530) 225-5515 to request a flyer.

• In accordance with Government Code Section 3100, County employees, in the event of a disaster are considered disaster workers and may be asked to respond accordingly.
• Positions in this classification are covered by a collective bargaining agreement between the County and the United Public Employees of California General
• Employees in this classification are covered under the CalPERS retirement program. Depending on the provisions of the California Public Employees’ Pension Reform Act (PEPRA) and other applicable laws, an employee in this classification will be covered under one of the following CalPERS retirement formulas : (1) 2% at 55, (2) 2% at 60, or (3) 2% at 62.

An employee in this classification will also contribute up to 9.5% of his / her pay to this plan or will contribute such other amount to the plan as authorized by PEPRA and other applicable laws.

Please visit our employees benefit page at https : / / www.shastacounty.gov / personnel / page / employee-benefitsfor additional information regarding benefits and CalPERS coverage information.

The provisions in this flyer and on the County’s website are for information purposes only. To the extent the provisions of the flyer or the County’s website are inconsistent with PEPRA and other applicable laws, PEPRA and other applicable laws shall govern.

APPLICATION AND SELECTION PROCEDURES

Shasta County Personnel will accept applications and responses to the supplemental questions until 5 : 00 p.m., on May 28, 2024.

A Resume and / or Cover Letter will be accepted in addition to the application form but will not serve as a substitute for a completed application.

It is not acceptable to complete the application with statements such as, Refer to Resume and / or Cover Letter, or See Attached Resume and / or Cover Letter the employment application must be completed in its entirety prior to submission.

Incomplete applications will not be processed. Closing date postmarks or faxes will NOT be accepted. This recruitment will establish a list that may or may not be used by other departments.

Prior applicants must reapply to be considered.

Applicants will be screened and those considered best qualified will be invited to appear for an oral and / or written examination.

Meeting the announced requirements does not guarantee inclusion into the selection process. Depending upon the number of applications received, the selection process may consist of additional application screening, written and / or practical exam(s), oral interview, or any combination thereof.

Veterans' Credit : Veterans (as defined by California Government Code section 18973) who have been discharged from military service under conditions other than dishonorable and who receive a passing score on all components of the employment examinations (up to and including oral examinations) shall receive credit for an additional five points to be added to their final examination score.

WITH THE EMPLOYMENT APPLICATION ON OR BEFORE THE FINAL FILING DATE.

Applicants are encouraged to apply on-line at www.ShastaCountyCareers.com or submit an application to the Shasta County Personnel Office.

Arrangements may be made to accommodate applicants with disabilities. Requests for accommodations may be made to the Shasta County Personnel Office by the filing deadline posted on this bulletin.

Shasta County does not discriminate on the basis of disability. If you feel you are being denied service based on a disability, our ADA Coordinator may be reached at (530) 225-5515;

relay service (800) 735-2922; fax (530) 225-5345.

Shasta County will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you.

After making a conditional offer and running a background check, if Shasta County is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Find out more about the Fair Chance Act by visiting calcivilrights.ca.gov / fair-chance-act.

SHASTA COUNTY IS AN EQUAL OPPORTUNITY EMPLOYER

Last updated : 2024-05-15