Generic Job Description
Account Assistant III
Grade C
Representative Duties:
- Receives, classifies, and codes information. Reviews account records to ensure accuracy and completeness. Prepares and distributes billing statements.
- Obtains and provides information related to accounts, procedures, regulations.
- Establishes, maintains, and reconciles account records. Reviews, logs, codes, and posts payments. Identifies and corrects errors. Totals and reconciles cash transactions daily.
- Monitors account records. Composes correspondence related to problem accounts. Refers delinquent accounts to supervisor and collection agencies.
- Researches individual accounts. May summarize findings in brief reports.
- Completes and processes forms.
- May present account information at legal proceedings.
- Performs clerical functions incidental to account activity.
Family:
Accounting/Financial
Job Code: 502 Date: 2/89
The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.
Yale University Clerical and Technical Job Description
Job: 502 Account Assistant Grade C
Required Knowledge:
- General knowledge,
high school level; detailed but narrow knowledge in one or several work-related
areas; general acquaintance with broader field of knowledge.
Working knowledge of business, accounting, or commercial procedures with detailed knowledge in these particular areas.
Limited knowledge of University organizational policies and procedures generally; detailed knowledge of a narrow area of University rules and procedures.
Required Skills:
- Extracts and compiles
a range of data from written sources, from individuals by asking questions,
or from one or several given data bases, limited interpretation of data.
Routine use of a major library catalogue or reference data base.
Files already labeled material using a straightforward alphabetical or chronological system.
Understands more complicated written instructions, memoranda, policy statements.
Writes simple internal memoranda, fills out complex forms.
Occasional use of more complex machines, such as word processors or personal computers.
Office and Administrative
Skills:
Keyboards letters, memos, and other moderately complex material.
Enters and retrieves data from semi-finished source documents on a personal
computer, requiring both some interpretation of the source document and
a basic understanding of software parameters.
Schedules and coordinates appointments.
Advises, screens and refers callers and visitors.
Experience, Education
and Formal Training:
Four years of related work experience, two of them in the same job family
at the next lower level, and a high school level education; or two years
of related work experience and an Associate degree; or an equivalent combination
of experience and education.
Complexity and Organization:
Wide variety of complicated job tasks requiring coordinating numerous
processes/methods.
Occasionally coordinates or organizes the work of others.
Interpersonal Relations:
Ongoing involvement outside immediate unit.
Offers or obtains specialized information or provides assistance on general
matters.
Understands and evaluates what is being said and responds with complex
answers that may take time to give.
Supervisory Guidelines:
Work is subject to general review on an occasional basis.
Incumbent plans and schedules own work and/or work of others based on
the understanding of broadly defined objectives and priorities, supervisor
reviews work after completion.
Instruction provided only in new situations, methods and procedures that
are not clearly related to existing tasks and duties.
Independent Judgment:
Established procedures/policies govern many work situations.
Occasional exercise of independent judgment or initiative.
Problems solved by choosing solutions from among several alternatives
that are not necessarily governed by established procedures.
Leadership Responsibility:
Occasionally provides general orientation to routine procedures/policies.
Sometimes distributes and monitors work.
Impact and Consequence
of Error:
Work affects both outside the work unit and outside the University.
Errors are somewhat difficult to recognize and correct and can cause harm
or financial loss to individuals, departments, and the University or to
other individuals and groups.
Working Conditions:
Very little possibility of safety risks.
Occasional conflicting demands, time, pressures, deadlines or emergencies.
Regular sustained concentration.
Some physical effort or dexterity.
