Lead Secretary

Performs advanced clerical and bookkeeping work in examination, analyses, and verification of fiscal records in an elementary school. Maintains bookkeeping controls of funds disbursed or received and prepares financial data required for fiscal management. Processes payroll and ensures records are maintained. Serves as Human Resources (HR) liaison for school staff. Serves as front office coordinator. 

• None

• Associate’s degree in business/accounting from a regionally accredited college or university;
• Bookkeeping/accounting experience within a school district or similar environment;
• Bilingual English and Spanish (fluent verbal and written) skills;

• Experience working with Oracle business applications.

• Considerable knowledge of bookkeeping/accounting practices for revenue, expenses;
• Considerable knowledge of standard procedures for running a busy office;
• Considerable knowledge of Microsoft Office, specifically Word, Excel, and PowerPoint; Google Apps;
• Strong organizational and record-keeping skills;
• Ability to effectively organize and maintain records;
• Ability to interpret standard accounting and financial statements;
• Ability to prepare reports and business correspondence;
• Ability to maintain confidentiality;
• Excellent customer service skills with the ability to calmly route concerns to appropriate staff;
• Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public;
• Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
• Ability to communicate information clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
• Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures; exercise judgement in the absence of clear directives;
• Ability to assist students with medication and health needs, as needed;
• Ability to establish and maintain positive and effective working relationships with diverse groups of school system staff, students, parents, external agencies, vendors, and the community. 

• High school graduation or GED;
• Two years of bookkeeping/accounting experience;
• Two years of experience performing advanced clerical work.

Must be able to use a variety of office equipment such as computers, scanners, and copiers.  Must be able to communicate effectively.  At times requires the ability to lift, carry, push, pull or otherwise move objects up to ten pounds.  Due to the amount of time spent standing and/or walking, physical requirements are consistent with those for sedentary work.

WORK ENVIRONMENT

Must be able to work in a school or office environment and come into direct contact with school system staff, students, parents, external agencies, vendors, and the community.

EFFECTIVE DATE:  5/2023

DISCLAIMER:  The above statements are intended to describe the general purpose and responsibilities assigned to this position.  They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills that may be required of the employees assigned to this position.  This description may be revised by the supervisor, with HR review and approval, at any time.