Finance Assistant II (Part-Time)

Amador County; California (MO); On-site; USD 28,000 - 41,000; Part time

Job summary

Amador County is seeking a part-time Finance Assistant to perform clerical accounting duties and maintain financial records. The role supports tax collection, invoicing, and budget-related tasks under supervision. A high school diploma or GED and prior accounting experience are required, with a potential for advancement to higher duties in the Finance team. The position requires strong data entry and customer service skills, and work is in an office setting.

Qualifications

• Knowledge of financial operations and clerical accounting in a department.
• Ability to maintain and reconcile financial records and ledgers.
• Familiarity with customer service principles and office software.
• Basic math including percentages, decimals, and fractions.
• Experience with bookkeeping, accounts receivable/payable processes.
• Proficiency in data entry and using automated systems.
• Attention to accurate data entry and document processing.

Responsibilities

• Maintain financial and statistical records.
• Assist in preparing fiscal reports and budgets.
• Code, verify, post, and file financial documents.
• Process invoices and assist taxpayers with payment plans.
• Support data collection and compilation from source documents.
• Handle money transactions and respond to public inquiries about tax records.
• Perform clerical duties including typing, filing, and phones.

Skills

Financial operations

Accounting records

Customer service

Computer literacy

Mathematics

Bookkeeping basics

Data entry

Education

High school diploma or GED

Job description

Definition and Distinguishing Characteristics

This is a part-time position. Work hours will be 4 hours per day, Monday-Friday, with increased hours during the months of December and April.

DEFINITION

Under general supervision, performs a variety of general clerical accounting activities related to the preparation and maintenance of financial and statistical records in a manual or automated environment; receives and processes a variety of accounting transaction documents; obtains and compares information related to department records, programs, and services; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS

This is the journey level classification in the Finance Assistant series. This classification is distinguished from the Finance Assistant I in that the incumbents at this level are responsible for independently performing the full range of assigned duties.

This classification is distinguished from the Senior Finance Assistant in that the latter is an advanced journey level classification assigned to positions which require a specialized functional expertise, or which provide lead supervision over assigned staff.

REPORTS TO

Higher level management or supervisory staff.

CLASSIFICATIONS SUPERVISED

This classification does not exercise supervision over staff.

Examples of Duties

The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all the duties listed.

• Maintains financial and statistical records.
• Assists in preparing fiscal reports.
• Makes arithmetical tabulations.
• Codes, verifies, posts, and files various financial documents.
• Checks data in various documents for accuracy.
• Establishes and maintains customer accounts.
• Prepares invoices and aids taxpayers in the establishment of payment plans.
• Assists with compilation of budget information including work and time records.
• Gathers and summarizes information from source documents or computerized reports and arranges it in understandable, presentable, or prescribed formats.
• Handles transactions involving money and other negotiable items related to a department’s programs and operations.
• Provides check, balance, and reconciliation of cash statements and computerized reports.
• Processes invoices, purchase orders, forms, and other records.
• Operates automated systems to produce letters, reports, summaries, notices, checks, data, spreadsheets, and standardized forms.
• Assists the public on questions regarding County taxes and fiscal records.
• Assists in the tax collection process including the billing, processing, collection of payment, preparation and recording of tax liens and the release of tax liens.
• Assists in data collection to process vehicle title transfer requests.
• Contacts vendors and researches past due invoices.
• Performs other clerical duties such as typing, filing, counter and customer service, copying, answering phones.
• Performs related duties as required.

Essential Qualifications

Knowledge of:

• Financial operations, services and activities of assigned department.
• Principles and practices of clerical accounting including transactions, files and records maintenance.
• Methods and techniques of tracking and reconciling information between documents, accounts and ledgers.
• Principles and practices of customer service.
• Modern office practices, methods, and procedures including computers and assigned software.
• Basic mathematics such as addition, subtraction, multiplication, division, decimals, fractions, and percentages.
• Methods, practices, and procedures of bookkeeping, accounts receivable, and accounts payable processes.
• Applicable state and federal guidelines and regulations.

Ability to:

• Perform fiscal clerical duties in assigned department or unit including accounts payable, accounts receivable, treasury, tax collection and related areas.
• Review and process a variety of accounting transactions including invoices, purchase orders, tax collection, liens and value transfer.
• Develop and maintain financial and accounting records.
• Interpret computer printouts.
• Make arithmetic computations with speed and accuracy.
• 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.
• Operate standard office equipment including computers and assigned software.
• Locate, identify, and correct inaccurate or incomplete information.
• Perform a variety of financial recordkeeping assignments.
• Prepare and maintain accurate reports and records.
• Understand and carry out oral and written directions.
• Communicate effectively, both orally and in writing.
• Establish and maintain cooperative working relationships with those contacted in the course of work.

TYPICAL PHYSICAL REQUIREMENTS

Sit for extended periods; frequently stand and walk; normal manual dexterity and eye-hand coordination; corrected hearing and vision to normal range; verbal communication; use of office equipment including computers, telephones, calculators, copiers, and fax machine.

TYPICAL WORKING CONDITIONS

Work is performed in an office environment; continuous contact with staff and the public.

Training and Experience

Any combination of training which would likely provide the required knowledge and experience is qualifying. A typical way to obtain the required knowledge and abilities would be:

Education

A high school diploma or GED equivalent.

Experience

Two (2) years of increasingly responsible experience in fiscal accounting and record keeping;

OR

One (1) year of experience as a Finance Assistant I with Amador County.

SPECIAL REQUIREMENTS

Possession of an appropriate, current, and valid California Driver's License issued by the California Department of Motor Vehicles.

Amador County is an Equal Opportunity/Affirmative Action employer. Applicants will be considered without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status.

All Amador County Employees are Disaster Service Workers

Employer: Amador County (CA)

Address: 810 Court Street
Jackson, California, 95642

Phone: [phone]

Website: http://www.amadorgov.org