Secretary/Bookkeeper

JOB DESCRIPTION Secretary/Bookkeeper (June 2026)

SALARY: Administrative Salary Schedule 109245 WORK CALENDAR: 245 Days FLSA STATUS: Non-Exempt REPORTS TO: Principal

GENERAL STATEMENT OF JOB

Under limited supervision, various routine -to-complex secretarial, bookkeeping and clerical work performs to ensure efficient and effective office operations. Aids supervisor, co-workers, students and the general public as required. Reports to the Principal or other assigned administrator. SPECIFIC DUTIES AND RESPONSIBILITIES ESSENTIAL JOB FUNCTIONS

• Assists supervisor and other department staff by performing a variety of secretarial and clerical duties, which may include but are not limited to composing routine reports and correspondence, preparing reports and correspondence from dictation, researching and compiling data, maintaining inventory of office supplies and equipment, scheduling meetings and maintaining calendars, maintaining computer record-keeping operations, establishing and maintaining filing systems, making travel arrangements, etc.
• Attends meetings as required; records, transcribes, prepares and distributes meeting minutes; prepares meeting agendas.
• Prepares, types, copies, files, transmits and/or mails various routine and confidential letters of correspondence, forms, records and reports.
• Performs routine clerical duties as necessary, including copying and filing documents, collating materials, faxing information, maintaining logs and mailing lists, processing mail, ordering supplies, etc.
• Answers the telephone; provides accurate information to callers and/or forwards calls to appropriate staff person. Greets office visitors and performs customer/public service duties as required.
• Procures, controls and monitors school supplies and equipment; maintains central supply room.
• May perform various other bookkeeping duties, including, but not limited to assisting with budget preparation, maintaining accounts receivable/payable, preparing financial reports, processing invoices and requisitions, processing reimbursement requests, collecting and depositing various fees and funds, balancing accounts, maintaining fixed asset records,

processing Worker's Compensation claims, etc.

• Performs computer data entry to record and retrieve information; generates computer reports as required.
• Registers new students.
• Maintains student and teacher records with completeness, accuracy and confidentiality.
• Makes arrangements for substitute teachers as needed.
• Makes daily announcements over public address systems
• May coordinate with vendors for school pictures, I.D. cards, and other special projects or opportunities.
• Responds to inquiries and requests for assistance from school personnel, parents, other districts and agencies, and the public.
• May provide instruction and leadership to office assistants, student helpers and others as assigned.
• Receives, reviews, prepares and/or processes various documents, which may include school records, student records, teacher records, invoices, inventory records, spreadsheets, deposit slips, attendance records, work orders, budget documents, requisitions and other procurement documents, schedules, newsletters, meeting agendas and minutes, various reports, various logs and lists, various forms, memos, correspondence, etc.
• Operates and maintains a variety of equipment, which may include a computer, printer, scanner, typewriter, copier, fax machine, telephone, two-way radio, laminating machine, security equipment, audio-visual equipment, calculator, folding machine, postage machine, etc.; uses clerical, computer and bookkeeping supplies; uses first aid and other health room supplies.
• Interacts and communicates with a variety of individuals and groups, which may include the immediate supervisor, other District administrators and staff, school personnel, students, parents/guardians, sales representatives, various outside organizations and professionals, and the public.

ADDITIONAL JOB FUNCTIONS

• Assists with routine health room duties as required; calls parents/guardians regarding student health as necessary.
• Monitors students in cafeteria and during other activities as requested. Signs students in out.
• Assists with special meetings, projects, programs and events as requested. Runs errands as requested.
• May perform special duties as related to assigned school.
• Maintains clean and orderly work areas.
• Performs related duties as required.

MINIMUM QUALIFICATIONS AND EXPERIENCE Requires Associate's degree, vocational technical degree or specialized training that is equivalent to satisfactory completion of two years of college education with emphasis in secretarial science or related field, supplemented by one to two years of responsible secretarial experience, or an equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Must be able to type with speed and accuracy. Must possess a valid state driver's license.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Requires sedentary work that involves walking or standing some of the time and involves exerting up to 10 pounds of force on a recurring basis or routine keyboard operations.

Data Conception: Requires the ability to compare and/or judge the readily observable, functional, structural or compositional characteristics (whether similar to or divergent from obvious standards) of data, people or things.

Interpersonal Communication: Requires the ability to speak and/or signal people to convey or exchange information. Includes receiving assignments and/or directions from supervisor.

Language Ability: Requires the ability to read a variety of policy and procedure manuals, computer manuals, reference materials, etc. Requires the ability to enter data into computer and prepare reports, correspondence, budget documents, etc., with proper format, punctuatio n, spelling and grammar, using all parts of speech. Must be able to speak with poise, voice control and confidence and to articulate information to others.

Intelligence: Requires the ability to apply rational systems to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; to interpret a variety of instructions furnished in oral, written, schedule, m athematical or diagrammatic form. Requires the ability to make independent judgments in the absence of supervisor; to acquire knowledge of topics related to primary occupation. Must have the ability to comprehend and interpret received information and the ability to comprehend and implement basic office machinery functions.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently with students, parents, staff, and with people of varying educational and cultural backgrounds.

Numerical Aptitude : Requires the ability to add and subtract totals, to multiply and divide, to determine percentages and decimals, to determine time. Must be able to use practical applications of fractions, percentages, ratio and proportion.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape, and visually read various information.

Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using automated office equipment and communications machinery.

Manual Dexterity: Requires the ability to handle a variety of items including computer keyboards, office equipment, control knobs, switches, etc. Must have minimal levels of eye/hand/foot coordination.

Color Discrimination: Requires the ability to differentiate between colors and shades of color.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under moderate stress when confronted with an emergency or tight deadline. The worker is subject to tension as a regular, consistent part of the job.

Physical Communication: Requires the ability to talk and hear: (talking: expressing or exchanging ideas by means of spoken words; hearing: perceiving nature of sounds by ear). Must be able to hear and understand communications through a telephone.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies and procedures of the School District pertaining to specific duties of the School Secretary/Bookkeeper. Is knowledgeable in the laws, ordinances, standards and regulations pertaining to the specific duties and responsibilities of the position. Has knowledge of the organization of the District and of related departments and agencies. Has the ability to comprehend, interpret and apply regulations, procedures and related information. Has thoroug h knowledge of modern office practices, procedures and of business English and arithmetic. Is able to compose letters and memoranda without dictation. Is able to type and enter computer data with speed and accuracy. Is skilled in applying responsible attention to detail as necessary in preparing reports and correspondence. Is able to read and interpret professional, technical and financial documents and related materials pertaining to the responsibilities of the job. Is able to maintain records with accuracy and confidentiality. Has knowledge of the basic principles and practices of bookkeeping. Has skill in the use of computers for data processing, word processing and records management. Knows how to operate and maintain a variety of office equipment as necessary in the performance of daily activities. Has the ability to offer assistance to co-workers and employees of other departments as required. Has the ability to use independent judgment as needed in performing routine and non-routine tasks. Is able to take the initiative to complete the duties of the position without the need of direct supervision. Has knowledge of the terminology and various professional languages used within the department. Knows how to maintain effective relationships with students, parents, co -workers, personnel of other departments, professionals and members of the public through contact and cooperation. Knows how to react calmly and quickly in emergency situations. Is able to perform duties effectively and professionally in an environment in which discrimination and other public issues are constant concerns. Has the ability to plan, organize and prioritize daily assignments and work activities. Has good organizational, technical and human relations skills. Has the ability to learn an d utilize new skills and information to improve job performance and efficiency.

Quality of Work : Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interaction with interna l and external entities with whom the position interacts.

Quantity of Work: Performs described Essential Functions and related assignments efficiently and effectively in order to produce quantity of work which consistently meets established standards and expectations.

Dependability: Assumes responsibility for completing assigned work. Completes assigned work within deadlines in accordance with directives, policy, standards and prescribed procedures. Maintains accountability for assigned responsibilities in the technical, human and con ceptual areas.

Attendance: Attends and remains at work regularly and adheres to policies and procedures regarding absenteeism and tardiness. Provides adequate notice to higher management with respect to vacation time and leave requests.

Initiative and Enthusiasm : Maintains an enthusiastic, self -reliant and self -starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be accomplished and initiates proper and acceptable action for the completion of work with a minimum of supervision and instruction.

Judgment: Exercises analytical judgment in areas of responsibility. Identifies issues or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to issues or situations. Implements decisions in accordanc e with prescribed and effective policies and procedures and with a minimum of errors. Seeks expert or experienced advice where appropriate and researches issues, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction and strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified, i.e., poor communications, variance with established p olicies or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation intra- and inter-departmentally.

Relationships with Others : Shares knowledge with managers, supervisors and co -workers for mutual benefit. Contributes to maintaining high morale among all employees. Develops and maintains cooperative and courteous relationships inter - and intra -departmentally, and with external ent ities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain goodwill. Emphasizes the importance of maintaining a positive image.

Coordination of Work : Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion of work elements and establishes a personal schedule accordingly. Attends required meetings, planning sessions and discussions on time. Implements work activity in accordance with priorities and estimated schedules.

Safety and Housekeeping: Adheres to all established safety and housekeeping standards. Ensures such standards are not violated.

DISCLAIMER: This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.