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City of Torrance
Class Code: 1211
Class Designation: Civil Service
Representation Unit: Engineers Assoc. &
Torrance Fiscal Employees Assoc.
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Under general supervision, performs clerical work of average difficulty related to keeping or reviewing financial or statistical records; receives and receipts for money; and does related work as required.
An Account Clerk is distinguished from a Senior Account Clerk in that the incumbent is not responsible for assigning or reviewing the work of others. An Account Clerk is distinguished from an Office Assistant in that the incumbents' typing duties are incidental rather than principal to the position and the statistical records kept by Office Assistants do not involve the knowledge and application of basic accounting techniques.
Receives general supervision from a designated manager or supervisor. May receive functional supervision from a Senior Account Clerk; Incumbents have no responsibility for the supervision of others.
Examples of Essential Duties
The following duties represent the principal job duties; however, they are not all inclusive:
Opens, verifies, balances, or adjusts accounts such as general ledger, payroll, bonds and grants.
Maintains subsidiary ledgers.
Posts, assembles, tabulates and compares financial data.
Prepares or checks invoices, time records, requisitions, purchase orders and similar fiscal documents.
Issues, transfers and cancels bonds.
Maintains various financial records requiring the use of some judgment in choosing from a limited number of alternatives.
Compares, schedules, indexes, and files bills, vouchers, warrants, bonds and other records.
Makes arithmetical calculations and checks various statistical or accounting tables and reports.
Verifies and enters data into computer.
Assists in preparing and may type accounting statistical reports, payrolls and schedules.
Enters data from a variety of sources into departmental and/or City-wide databases; compiles and verifies data for accuracy and completeness; inputs corrections and updates; and generates reports as scheduled and/or requested.
Operates office equipment such as adding machines, calculators, and computers.
Receives and receipts for money paid over the counter.
Balances cash drawer.
In addition to those listed above, incumbents assigned to the City Treasurer's office perform the following Customer Services duties:
Interacts with other City employees, vendors and the public to answer questions or refer questions to appropriate source.
Provides customer service at a public counter; responds to inquiries from the public, resolves routine problems and provides information about the organization.
Accepts cash, checks and credit card payments for City receivables, such as but not limited to utility payments, animal control fees, airport fees, parking tickets and bail.
Examines checks for endorsements and the legality of the documents.
Enters transactions into various computer programs in order to record transactions and issue receipts.
Examples of Other Duties
The following duties represent duties that are generally performed by this position, but are not considered to be principal job duties:
Attends meetings, workshops and seminars as appropriate.
Serves on various committees as appropriate.
Performs related duties as required
Practices of financial record keeping including elementary accounting;
General office practices and familiarity with the operation of fiscal office equipment;
English usage, grammar, spelling and punctuation;
Customer relations and public relations techniques, including telephone and online customer etiquette;
City codes and ordinances, and administrative rules and regulations affecting departmental operations;
City and Department Mission including strategic goals and objectives;
Standard office procedures and practices;
General City operations.
Carry out assigned work without close supervision;
Make arithmetic calculations quickly and accurately;
Maintain accurate, clear financial and statistical records;
Maintain attention to detail in a work environment of frequent interruptions;
Apply, interpret and explain City and Department administrative rules and regulations affecting operations;
Interact with a wide variety of clientele while retaining a professional work environment;
Exercise judgment and tact in dealing with the customers in difficult situations;
Communicate effectively with individuals from diverse socioeconomic, educational and cultural backgrounds;
Shift priorities as departmental workload demands require;
Effectively operate a computer and other standard office equipment;
Exercise good judgment and confidentiality in maintaining critical and sensitive information;
Communicate clearly, both orally and in writing;
Follow oral and written directions;
Establish and maintain effective working relationships with other employees, vendors and the public;
Learn and use automated financial accounting systems and data processing applications;
Learn and effectively apply the policies and procedures of assigned work unit;
Learn City departmental operations in order to direct service requests to the appropriate source.
Licenses and Certifications
Education and Experience
Any combination of education and experience that provides the knowledge and abilities required is qualifying. A typical way to obtain the knowledge and abilities would be:
High school graduation or equivalent, preferably including or supplemented by courses in accounting or financial record keeping and two years of experience in one or more of the following areas: accounts payable, accounts receivable, payroll, trial balance, journal voucher preparation, ledger control; OR
Associates degree, preferably including or supplemented by courses in accounting or financial record keeping and 1 years of experience in one or more of the following areas: accounts payable, accounts receivable, payroll, trial balance, journal voucher preparation, ledger control; OR
Bachelor's degree in Accounting or Finance.
Performance of the essential duties of this position includes the following physical demands and/or working conditions:
On a daily basis, the essential duties of this classification require the ability to sit for extended periods of time in front of a computer screen; to walk to provide customer service and perform other office duties; to reach for files and other lightweight objects; to hear and verbally exchange information with the public, staff and others on the phone and in the office; to use finger dexterity to operate a computer and other office equipment and hand strength to grasp files and other objects; to see sufficiently to perform assignments; and to effectively use a telephone, computer keyboard and other office equipment. Frequently, the essential duties of this classification require the ability to stoop and kneel; and occasionally, to climb stairs and to lift, carry push and pull objects weighing up to 15 pounds.
Essential duties of this classification are primarily performed in a dynamic controlled temperature office environment that may include frequent interruptions and/or a high level of public contact.
Career Ladder Information
Experience gained in this classification may serve to meet the minimum requirements for promotion to Senior Account Clerk.