WHAT IS AN ACCOUNT CLERK ? 11

The Account Clerk role is designed to support and enhance financial operations through diligent clerical work, focusing on the accurate handling, verification, and documentation of cash transactions and other valuable items. This position plays a pivotal role in managing escrow accounts, ensuring the systematic collection of business revenues and billing documents. Additionally, the Account Clerk contributes to maintaining the organization's inventory integrity, providing essential assistance in inventory management and control.

Need-to-Know Overview of a Account Clerk

1. Account Clerk Duties and Responsibilities

  • Maintains strict confidentiality with respect to information obtained and processed in the operation of the facility.
  • Services escrow accounts while maintaining careful documentation.
  • Assists in maintaining inventory control mechanisms.
  • Collects all receipts, invoices, packing slips, etc. and presents them to the appropriate office.
  • Operates adding machines, typewriter, copier and word processor
  • Performs data entry and query tasks on computer
  • Operates computer printer and facsimile machine.
  • Compiles and prepares reports as directed.
  • Accuracy and speed in computing transactions.
  • Maintains daily records of all transactions.
  • Answers telephones.
  • Types reports.
  • Performs related work as required.

2. Account Clerk Requirements and Qualifications

  • Knowledge of the principles, methods, and practices of bookkeeping.
  • Knowledge of cash register and computer terminal bookkeeping operations.
  • Knowledge of modern office practices and procedures.
  • Knowledge of departmental bookkeeping and cashier procedures and regulations.
  • Ability to calculate numbers.
  • Ability to complete routine forms, and sort, separate and file items into categories according to established methods
  • Ability to sit continuously at a computer terminal for periods of two hours.
  • Skills in oral and written communication.
  • Ability to operate standard office equipment including copier, computer, calculator, printer, word processor, adding machine and facsimile machine.
  • Ability to reach into file drawers in standard four-drawer filing cabinets.
  • Visual ability sufficient to effectively operate office equipment including adding machine, facsimile machine, copier, computer, and typewriter; to read small print and prepare financial reports, correspondence and instructions.
  • Hearing ability sufficient to hold conversation with other individuals both in person and by telephone.
  • Speaking ability sufficient to communicate effectively with other individuals in person and by telephone.
  • Skill in basic typing.
  • Ability to remain calm in tense situations.
  • Visual ability to read and prepare reports.