Job Overview
SUMMARY OF PURPOSE
The Accounting and Employee Services Coordinator is primarily responsible for providing accounting support and performing accounting and clerical functions, maintaining accurate financial records, preparing invoices and payments, reconciling accounts, and delivering high-quality customer service. In addition, this position coordinates employee benefits administration by assisting employees with benefit enrollments and changes, maintaining benefits records, serving as a liaison with benefits providers.
MINUMUM QUALIFICATIONS
· Minimum high school diploma, two (2) years college or associate degree preferred, and other criteria established by the Board.
· Effective organization and time management skills, like prioritization, multitasking and planning.
· Great customer service skills, including a personable and positive attitude.
· Excellent communication abilities, including speaking, writing and active listening.
· An ability to work individually and as part of a team.
· The ability to concentrate for long periods of time.
· 3+ years' experience of working in a Finance Clerk position
· Significant experience with basic bookkeeping procedures and financial transactions
· Reliability and close attention to detail
DUTIES AND RESPONSIBLITIES
Reports to Director of Finance
- Assists in maintaining financial records
- Prepares all invoices for payment
- Investigates and resolves all inquiries with billing and invoicing
- Maintains customer’s financial information
- Maintains vendors’ financial information and files.
- Assists in posting journal entries into the accounting software
- Assists in preparing various financial reports for management to forecast personnel and service costs.
- Assists in preparing and maintaining the budgets for the Clerk’s Office and special projects
- Performs other financial activities as required
- Assists in preparing a variety of forms, correspondence, inter-department memos for management and departmental support
- Administers health and welfare plans, including enrollments, changes and terminations. Processes required documents through payroll and insurance providers to ensure accurate record-keeping and proper deductions.
- Reconciles benefits statements, invoices and reviews bills and costs on a regular basis, examines medical, dental, vision, life insurance billings, and makes necessary adjustments to reflect changes, terminations, qualifying events and new hires.
- Works closely with Payroll Coordinator to monitor invoice and payroll deduction process pertaining to benefit plans.
- Maintains knowledge of federal and state regulations as they relate to benefits. Assures that the district’s benefit policies and procedures are followed.
- Assists with the administration of COBRA, Family Medical Leave Act and employees on leave of absence; bills respective employees for premiums due.
- Processes all new insurance enrollments/terminations and any changes regarding the insurance program or employee situations. Process death and disability claims and conversion policies. Maintain accurate records for claims, insurance coverage, and premiums. Monitor status of life insurance claims.
- Maintain pending application records and ensure every day filing of benefit forms. Process new hire and termination/resignation/retirement notifications.
- Maintain and prepare new hire benefits packets and employee insurance files.
- Assists all employees, retirees and COBRA participants with questions regarding employee benefits; identifies problems and concerns regarding benefit issues.
- Composes letters, memos, forms and documents as required for the administration of benefits.
- Calculates benefit eligibility dates and processes paperwork in timely manner.
- Performs clerical duties including typing, filing, and completion of simple forms.
- Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
- Answers phones, directs calls to appropriate individuals, and prepares messages.
- Copies, sorts, and files records related to office activities, business transactions, and other matters.
- Prepares letters, memos, forms, and reports according to written or verbal instructions.
- Sorts incoming mail and delivers to appropriate department or individual; processes outgoing mail.
- Maintains filing systems either manually or electronically.
- Assisting with accounts payable and accounts receivable, including simple bookkeeping and banking tasks
- Performs the duties assigned by appropriate authority.
Pay: $41,550.00 - $45,107.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
