Fiscal Assistant I​/II - Planning & Building

fiscal assistant i/ii - planning & building

the planning & building department’s objective is to promote public health, safety and welfare by developing and implementing creative community-based strategies to enhance economic opportunity, build strong, resilient communities and ensure a dynamic framework for quality growth and development.

• provides high-quality customer service to members of the public, staff, and external agencies over the phone and occasionally in person, routes inquiries appropriately.
• answers, screens, and directs a high volume of incoming calls for a large department of approximately 50 staff; provides accurate information and ensures callers are connected to the correct personnel.
• performs data entry tasks, including scanning, uploading, and indexing documents into departmental databases and electronic records systems with a high level of accuracy.
• processes payments over the phone in accordance with departmental procedures; verifies information, records transactions, and accurately records payment details.
• assists with general administrative support such as filing, organizing documents, maintaining logs, and preparing basic correspondence.

this position is located at 3015 h st, eureka, ca 95501.

a typical schedule for this position is monday through friday, 8 am to 5 pm with 1 hour lunch.

under general supervision, in either a centralized fiscal or departmental setting, provides a variety of routine to difficult fiscal, financial, payroll, statistical and accounting office support to various county offices; may perform general office support duties, including typing, word processing and filing; performs related work as assigned.

fiscal assistant i is the entry level class of this fiscal office support series. Initially under close supervision, incumbents learn fiscal office and county procedures. As experience is gained, there is greater independence of action within established guidelines. This class is alternately staffed with fiscal assistant ii and incumbents may advance to the higher level after gaining experience and demonstrating proficiency which meet the qualifications of the higher level class.

fiscal assistant ii is the journey level class of this series, fully competent to perform a variety of responsible fiscal, accounting and financial recordkeeping support duties. All positions are characterized by the presence of fairly clear guidelines from which to make decisions and the availability of supervision in non-routine circumstances. This class is distinguished from senior fiscal assistant in that the latter either assigns, directs and reviews the work of a small fiscal support staff or performs the most difficult, technical, complex or specialized fiscal support duties.

• matches invoices, receiving reports and other requests for payment with purchase order or contract documents; ensures proper authorization and compliance with county policies and procedures.
• inputs information to a computer system or manually prepares forms to produce payments; reconciles and prepares payment requests for non-purchase order expenditures such as utility and contract payments.
• provides information to vendors regarding invoices and purchase orders.
• processes bails, fines, fees, charges, taxes and other monies due to the county; receives payments and balances monies on a regular basis.
• assists with the production of various periodic billings, receives checks by mail and processes and balances accordingly; audits accounts receivable; answers factual questions regarding county policies and ordinances.
• processes returned checks, conveys to proper person to effect collection and makes appropriate entries to files and/or ledgers.
• maintains accounting and financial and statistical records and prepares periodic or special reports.
• posts information to ledgers, journals and reports; totals and balances figures, proofs data and makes corrections as required.
• prepares, reviews and processes time reports; calculates complex differential, premium and shift pay rates; processes personnel action, employee benefits and changes;…