CHARACTER OF THIS CLASSIFICATION LEVEL
In positions at this level, incumbents provide office assistance through
the application of advanced vocational skills which include complex secretarial,
accounting or advanced clerical procedures and/or specialized knowledge
of an area to organize and coordinate day-to-day activities, function(s)
or program(s) in a department, area, unit or division. Under direction,
incumbents exercise initiative and decision making in the interpretation
of policies and procedures and may recommend and implement procedures,
guidelines and priorities for an area or unit. Incumbents participate
in hiring and train and supervise other employees at the same or lower
levels.
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CHARACTERISTIC DUTIES AND RESPONSIBILITIES WHICH ARE INTENDED
TO ILLUSTRATE THE CHARACTERISTICS OF THIS CLASSIFICATION LEVEL AND SHOULD
NOT BE INTERPRETED AS A DESCRIPTION OF ANY ONE INDIVIDUAL POSITION WITHIN
THIS CLASSIFICATION LEVEL
- Provides specialized information on the status of accounts, services
or activities, interprets policies and procedures and handles correspondence
and inquiries to and/or from internal and external contacts requiring
an in-depth knowledge of university policies and procedures. Some
positions require the knowledge of policies and procedures of external
agencies/institutions
- Performs financial and/or academic record keeping functions and/or
prepares material for data processing and reporting including: batch
and control functions, monitoring and correcting discrepancies, reconciling
accounts and records, inventory maintenance, travel costs, taxes, invoices,
purchase orders, cheque processing, fixed assets, etc. and authorizing
appropriate actions
- Initiates buying processes for a department involving: contacting
suppliers, ordering, maintaining product and price lists, monitoring
inventory and adjusting computerized records accordingly, placing and
tracing orders, etc.
- Compiles specialized data and statistics, for the preparation of
specialized reports (eg: analyses, estimates, projections, etc.),
performs data processing and/or word processing using a variety of specialized
functions of application software packages, including editing and proofreading
- Coordinates internal support services in the preparation, publication
and distribution of promotional materials, directories, brochures and
assists in design and marketing
- Responsible for maintaining and monitoring accounts payable and/or
receivable involving: processing and preparing monthly statements, reconciling
invoices and accounts, initiating collection activities by telephone
and correspondence, etc.
- Verifies information and authorizes payments to specified limits,
prepares remittances to suppliers, monitors account entries and investigates
discrepancies and may assign general ledger account codes
- Performs bookkeeping activities relevant to month-end and year-end
records
- Participates in hiring and trains and supervises assistants at the
same or lower levels including: planning and assigning work routines
and schedules, providing instruction in procedures, maintaining personnel
and payroll records, assisting in selection and performance review activities,
etc.
- Provides back-up to other positions in the area as required or assigned
- Coordinates and/or participates in special projects, assignments or
processes
- Maintains current knowledge of area of work
- Provides basic advice and assisstance to students on degree requirements
and new technologies
- Assists in planning and developing programs
- May detect, investigate and solve internal security problems and recommend
related policies
- Performs other related duties as required or assigned
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QUALIFICATIONS REQUIRED
The minimum qualifications necessary for acceptable (satisfactory)
performance are:
Level of Formal Education
- High school completion or equivalent program of studies with office
skills training
- Completion of a formal training program in a related discipline from
a recognized institution
- Some positions may require an undergraduate degree or an acceptable
equivalent combination of education and experience
Experience
- Five years of directly related experience in progressively responsible
positions
- or
- An acceptable equivalent combination of education and experience
Skills and Abilities
- Ability to plan, organize, prioritize and coordinate work activities
within and between work groups and supervise secretarial, accounting
and complex clerical functions
- Well developed oral and written communication skills with ability
to develop detailed reports and make presentations when required
- Ability to understand and/or develop University specific policies,
procedures, guidelines, regulations, deadlines and ensure compliance
with them
- Ability to establish and maintain effective working relationships
with all levels of students, staff, public and external contacts
- Some positions require keyboard skills with the ability to meet test
standards in typing of 60 w.p.m. and knowledge of specialized functions
of software applications
Physical Requirements
- Capable of performing the duties as assigned
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