Account Specialist

Account Specialist

Starting Pay: NC11 $ 21.51 (subject to changes)

Position Title:

Account Specialist

Reports to:

Chief Financial Officer

Term of Employment: 12 months

Salary:
Pay Grade NC 11

Position Summary

The Account Specialist reports to the Chief Financial Officer (CFO) provides high level administrative internal controls, while coordinating and administering employee benefits for the organization. This position assists with financial office operations, maintains confidential records, supports payroll and benefits functions, and serves as a liaison between employees, insurance providers, and third-party administrators.

Duties and Responsibilities

Prepare correspondence, reports, presentation, spreadsheets, and other financial or administrative documents

Maintain calendars, schedule meetings and coordinate department activities

Assist with budget preparation, financial reporting, audits, and data collection

Maintain and organize confidential financial and personnel records in accordance with district policies and state regulations

Prepare materials for Board of Education meetings, finance department meetings, and administrative presentations as assigned

Respond to inquiries from staff, vendors, and the public regarding finance and business office operations

Assist with purchasing, accounts payable, payroll support, and other business office functions as assigned

Support special projects and audits as needed

Employee Payroll/Benefits Administration for NERSBA

Maintain current knowledge of employee insurance plans, coverage options, and administrative procedures

Process payroll benefit deductions, enrollment change, and discrepancy corrections accurately and timely

Coordinate and maintain Affordable Care Act (ACA) compliance reporting requirements

Administer employee payroll/benefits programs for NERSBA, including enrollment and eligibility management

Collaborate with district departments regarding employee benefits

Process monthly insurance payroll uploads and reconcile benefit payment records

Coordinate COBRA eligibility, required documentation, notifications, and payment tracking

Prepare and distribute employee exit benefits documentation for departing PCS employees

Administrative Assistant Functions-General Duties

Maintain effective communication and positive working relationships with all departments

Perform additional duties and responsibilities as assigned by the Chief Financial Officer

Knowledge, Skills, and Abilities

Knowledge of general office management and administrative procedures

Knowledge of employee benefits administration and payroll processes

Knowledge of school district finance operations preferred

Ability to maintain confidentiality of sensitive financial and personnel information

Ability to interpret policies, procedures, and benefit guidelines

Strong organizational, interpersonal, and customer service skills

Ability to communicate effectively both orally and in writing

Proficiency in Microsoft Office applications, especially Excel and Word

Ability to establish and maintain effective working relationships with district staff, vendors, and the public

Minimum Training and Experience

Associate degree in business administration, accounting, finance, human resources, or related field preferred

Minimum of three years of experience in administrative support, finance, payroll, human resources, or employee benefits administration preferred

Physical Requirements / Working Conditions

Occasionally lift up to 10 pounds

Regularly communicate accurate information verbally and in writing

Frequent use of computers and standard office equipment

Ability to remain seated for extended periods during work and meetings

Ability to move between work locations as needed

Visual acuity for reviewing and analyzing data and ensuring accuracy

Hearing ability sufficient for normal conversations and detailed communication

Work involves data preparation, analysis, and use of advanced office technology

Work environment is moderately noisy (e.g., typical business office)

Requires interaction with individuals beyond basic instruction exchange

Must be adaptable to varying levels of work-related stress