2026-27 Secretary First

JOB DESCRIPTION:          SECRETARY FIRST, FINANCIAL SECRETARY   

SALARY SCHEDULE:         SCHEDULE L

DEPARTMENT:                  ELEMENTARY INSTRUCTION

FLSA STATUS:                  NON-EXEMPT

SAFETY-SENSITIVE:        YES

POSITION SUMMARY:

Performs, under supervision, specific duties associated with each building’s financial operation. This includes maintaining the building budget and student activity accounts within the guidelines set by the school district’s finance office.

QUALIFICATION REQUIREMENTS:

• Minimum of high school diploma or general education degree (GED)   
• Effective communication, clerical and mathematical skills
• Previous experience in clerical/financial related tasks is preferred but not required
• Ability to perform each essential duty satisfactorily

ESSENTIAL DUTIES AND RESPONSIBILITIES:   

1. Maintain ledger and all activity account records in accordance with Board Policy and state law.

1. Provide a monthly and annual summary of activity fund to the Principal and the Chief Financial Officer.

1. Maintain purchase order log, type purchase orders, and ensure adherence to activity account purchasing procedures.

1. Process checks for payment of invoices and maintains checkbook.

1. Process district requisitions and maintain purchase orders. Order, distribute, and maintain an inventory of all supplies for school. 

1. Work with the principal on current and following year budgets.

1. Responsible for sales and distribution of school fundraisers.

1. Receives all monies from sponsors and balances all accounts. 

1. Must keep all financial records current and ready for audit on short notice.

1. Additional duties that may be assigned by immediate supervisor or above.

LANGUAGE AND GRAMMAR SKILLS:  

Ability to read and comprehend simple instructions, short correspondence and memos. Ability to compose and write grammatically correct correspondence and memos.

REASONING ABILITY:  

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, schedule form, or blueprint form.

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 the 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 use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, climb or balance, and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit.

The employee must frequently lift and/or move up or more than 10 pounds and occasionally lift and/or move up to or more than 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

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.

While performing the duties of this job, the employee is regularly exposed to fume or airborne particles. The employee frequently works in high, precarious places and in outside weather conditions. The employee frequently works near moving mechanical parts, extreme cold (including outdoors), extreme heat (including direct sunlight), risk of electrical shock and vibration.

The noise level in the work environment will vary from somewhat loud to extremely loud.

To ensure continuity of services, a different work location may be necessary in the event of a health crisis or disruptive situation that requires the closing of school and/or office buildings. An employee’s eligibility for a varied work location will be determined by the superintendent of schools. Expectations and guidelines for this change will be distributed by the employee’s supervisor, based on his/her role and responsibilities.

SUPERVISORY RESPONSIBILITIES:  

Employee may occasionally be required to supervise a varying number of employees in the overall direction, coordination, and completion of tasks as assigned.

DISCLAIMER:

Please note that job descriptions are not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair hiring and pay decisions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.