C&T Generic Job Description
Account Assistant I
Grade A
Representative Duties:
- Completes or assists with the completion of forms.
- Answers, screens, and refers calls from patients, physicians and insurance carriers.
- Maintains files and records.
- Receives and directs visitors.
- May receive and post payments.
- Performs clerical functions incidental to account maintenance activities.
Family: Accounting/Financial
Job Code: 500 Date: 2/89
The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.
Yale
University Clerical and Technical Job Description
Job: 500 Account Asst. I Grade A
Required Knowledge:
- General knowledge, high school level; detailed but narrow work-related knowledge.
- Limited acquaintance with business, accounting, or commercial procedures.
- Limited acquaintance with University organizational policies and procedures.
Required Skills:
- Copies data from standard or easily understandable formats.
- Files already labeled material using a straightforward alphabetical, or chronological system. Understands short notes, basic written instructions, and forms.
- Occasional use of machines that r4equires little training to operate.
Office and Administrative Skills:
- Keyboards, forms, labels and other simple material.
- Enters and retrieves data from given sources on a personal computer.
- Screens and refers callers and visitors to the appropriate individual.
Experience, Education and Formal Training:
- One year of related work experience and a high school level education, or an equivalent combination of experience and education.
Complexity and Organization:
- Job tasks composed of routine steps/processes.
Interpersonal Relations:
- Some involvement outside immediate work unit.
- Offers basic information or provides assistance on general matters.
- Understands and conveys simple messages and instructions verbally.
Supervisory Guidelines:
- Work is closely reviewed for adequacy and accuracy daily.
- Supervisor always plans, assigns, and schedules work and defines objectives clearly.
- Instruction provided in all new situations, methods, and procedures.
Independent Judgment:
- Established procedures/policies govern most work situations.
- Little opportunity to exercise independent judgment or initiative.
Leadership Responsibility:
- Sometimes distributes and monitors work.
Impact and Consequence of Error:
- Work affects outside immediate work unit, but rarely outside the University.
- Errors are not difficult to recognize and correct and only affect own work.
Working Conditions:
- Very little possibility of safety risks.
- Stable and predictable.
- Some sustained concentration.
- Little physical effort.
