ACCOUNT CLERK Job classification FACTORS for TOPS UAW Local 1950
(Note: Higher level classifications responsible to perform duties of a lower level classification)
Job Factors / 4D / 4C / 4B / 4AMinimum Qualification / · Entry-level account clerk experience
– Ability to efficiently perform basic computerized tasks
– Ability to accurately and efficiently operate departmental equipment
· High School Degree or GED / · Minimum of 1 year office work with primary duties in bookkeeping
– Ability to efficiently perform more advanced computerized tasks
· Or at least 1 year of coursework toward an Associate's Degree / · Minimum of 3 years of office work with primary duties in accounting
– Ability to utilize software applications
– Ability to efficiently perform complex computerized tasks
– Prior financial management
· Or Associate’s Degree or two years course work leading to a Bachelor’s Degree / · Minimum of 5 years of progressive accounting experience
– Supports department accounting operations
– independent creation/ monitoring/oversight of the functioning of a process
· Or earned Bachelor's or advanced degree
Level of Constituent Supported / · Typically works with other clerical members receiving general supervision / · Typically works independently to support one or two processes / · Typically works independently to support management for a specific function
· Provides assistance to management for a specific function / · Works independently to support management for a specific function
· Provides support to multiple processes
· Works with intra-department teams to meet project deadlines
Supervision / · No or minimal supervisory responsibilities (may assist in supervising student staff) / · Supervises student and/or temporary staff / · Provides minimal functional guidance to clerical
· Hires, trains and supervises student and/or volunteer staff / · Provides functional guidance to clerical
· Participates in the selection process within department or office
Decision Making/ Independent Action / · Limited decision-making/ independent action under well defined protocol or criteria
· Decisions and actions have minimal adverse impact on departmental operations / · Limited decision-making/ independent action under well defined protocol or criteria
· Decisions and actions adversely affect departmental short- term goals.
· Limited evaluation and interpretation of information / · Uses independent judgment/decision-making responsibilities following University or department guidelines
Decisions and actions adversely affect departmental/ college medium or long-term goals / · Uses independent judgment/decision-making to resolve unanticipated or non-recurring issues
· Decisions and actions have significant adverse impact on departmental or college image with external constituents
Budgetary Responsibilities / · Processes basic budget/financial actions
· Collect, count, and disburse money, do basic bookkeeping and complete banking transactions / · Processes more advanced budget/financial actions
· Progressive familiarity with University policies & procedures / · Processes complex budget/financial actions
· Actively monitors budget/financial expenditures and provides recommendations to management / · Actively monitors budget/financial expenditures and provides recommendations for cost control or budgetary decisions
Job Factors / 4D / 4C / 4B / 4A
Office Administration/ Operations / · Performs bookkeeping tasks
· Assists in compiling data for the preparation of financial statements and reports
· Assists in budget preparation
· Updates ledgers and accounts
· Maintains general office files and prepares correspondence
· Performs routine clerical functions (answering telephone calls, filing forms, letters, invoices, vouchers and processing mail).
· Processes department forms / · Performs complex bookkeeping and/or cash operations
· Prepares and analyzes records for implementation of administrative policies
· Maintains and disburses cash
· Updates appropriate financial/accounting systems
· Develops reports using a single information data source
· Assists with inventory maintenance and control
· Processes requests from one or more departments / · Performs complex bookkeeping and spreadsheet work
· Prepares budget and financial reports
· Develops a variety of reports utilizing multiple sources of information
· Broad cross-functional knowledge of inter-department operations / · Responsible for effective functioning of all aspects of office administration/operations
Policy and Procedure Utilization / · Basic knowledge and utilization of department and University policies and procedures
· Complies with federal, state, and University policies, procedures, and regulations / · Fluent /effective utilization of department/ University policies and procedures
· Trains students / · Extensive understanding of department/University policies and procedures
· Assists in providing training to others on policies or procedures / · Extensive understanding of department and University policies and procedures with an expectation of engagement for recommendations/ improvements
· Conducts extensive training on policies and/or procedures
Involvement in Continuous Improvement/ Initiatives / · Limited involvement in the continuous improvement of policy and practice, including inter/intra-departmental recommendations / · Some level of involvement in continuous improvement of policy and practice, including inter/intra-departmental recommendations / · Involvement in continuous improvement of policies and practices including inter/intra-departmental recommendations (i.e. technology implementation)
· Provides input on operational functions and procedures / · Involvement in campus-wide initiatives and activities intended to improve campus operations, community involvement, student life
· Establishes new procedures for efficient and effective office operations
Customer Service / · Greets visitors, helps provide direction or contact to others in department for problem resolution
· Refers students, faculty, staff, or others to appropriate person for questions/issues / · Provides guidance for problem solving and resolves common, straightforward issues
· Provides direction to students, faculty, staff, or others to find information for questions/issues / · Resolves problems/issues by providing solutions for internal customers
· Address issues of medium complexity
· Provides minimal guidance to students, faculty, staff, or others regarding questions/issues / · Resolves issues for internal & external constituents
· Address complex issues or concerns
· Provides advice to students, faculty, staff, or others regarding questions/issues