Office Assistant II

Description OFFICE ASSISTANT II DEFINITION Under immediate supervision (Office Assistant I), general supervision (Office Assistant II), or direction (Office Assistant III), performs a variety of clerical and administrative duties in support of an assigned functional area; serves at the front counter and on the phone, answers inquiries, and responds to complaints from the public; reviews and routes mail and phone calls to appropriate staff; processes invoices, purchase orders, billings, time sheets, and office supply orders; collects fees and payments from the public; provides information and assistance to the general public; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED Receives immediate supervision (Office Assistant I), general supervision (Office Assistant II), or direction (Office Assistant III) from assigned supervisory or management personnel.
Exercises no direct supervision over regular staff.
Some positions exercise technical and functional direction over, and provide training to, less experienced staff.
CLASS CHARACTERISTICS Office Assistant I: This is the entry-level classification in the Office Assistant series.
Initially under close supervision, incumbents learn and perform routine basic administrative and office support duties.
As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently.
Positions at this level usually perform most of the duties required of the positions at the Office Assistant II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods.
Work is usually supervised while in progress and fits an established structure or pattern.
Exceptions or changes in procedures are explained in detail as they arise.
Office Assistant II: This is the fully qualified journey-level classification in the Office Assistant series.
Positions at this level are distinguished from the Office Assistant I by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative.
Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
May provide training and guidance to less experienced staff.
This class is distinguished from the Office Assistant III in that the latter consistently performs the more complex duties assigned to the series.
Office Assistant III: This is the advanced-level classification in the Office Assistant series responsible for performing the most complex work assigned to the series.
Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment.
Positions in the classification rely on experience and judgment to perform assigned duties and proactively resolve minor administrative issues as they arise without requiring assistance.
Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments.
The most complex work product may be reviewed upon completion for adherence to policy and requirements.
Trains and provides guidance to less experienced staff.
Positions in the Office Assistant class series are flexibly staffed; positions at the Office Assistant II level are normally filled by advancement from the Office Assistant I level; progression to the Office Assistant II level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Office Assistant II level.
In addition, positions at the Office Assistant III level are normally filled by advancement from the Office Assistant II level; contingent upon factors i-iv outlined above, as well as approved funding available for Office Assistant III.
Number of positions available at this level may be limited.
Examples of Duties EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Essential functions may include, but are not limited to, the following: Positions at the Office Assistant I level may perform some of these duties and responsibilities in a learning capacity.
Performs a wide variety of routine office administrative duties to support departmental operations, including filing (electronic and paper), preparing records, and using Citywide computer applications for processing accounts payable; receives payments; processes permits and licenses; and orders and maintains office and other related supplies.
Answers incoming telephone calls and e-mails; provides information and answers questions; addresses issues and concerns from members of the public, vendors, and City staff; refers issues to the appropriate staff or department; checks and replies to voicemail and email messages; greets visitors and residents at City facilities; distributes literature pertaining to City services and events.
Composes, types, formats, and proofreads a variety of documents and correspondence including presentations, staff reports, public notices, letters, emails, memoranda, certificates, invitations, budget reports, spreadsheets, community outreach materials, flyers, postcards, directories, and commendations; checks drafts for punctuation, spelling, and grammar, and suggests corrections.
Collects and distributes incoming mail, packages, email communications, correspondence, reports, requests for service, and complaints to appropriate staff.
Receives, processes, and tracks documents such as permit applications, contract agreements, proposals, plans and specifications, plan submittals, insurance certificates, subpoenas, summons, petitions, and claims.
Collects fees and payments from the public; maintains records of and reconciles revenues collected; provides support to cashiering staff; prepares and coordinates cash deposits.
Verifies and reviews forms and reports for completeness and conformance with established regulations and procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files.
Prepares, copies, collates, and distributes a variety of documents, including agendas, bid packages, contracts, informational packets, and specifications; ensures proper filing of copies in departmental or central files.
Compiles information and data for administrative, statistical, and financial reports; assembles reports, manuals, articles, announcements, and other informational materials.
Maintains and updates departmental electronic and paper record systems; enters and updates information with departmental activity, inventory files, and report summaries; retrieves information from computer and internet application systems, programs, and databases as required.
Maintains calendars and makes meeting arrangements; schedules meetings between City staff and other groups or organizations; arranges for necessary set-up and materials to be available at meetings.
Monitors and orders office and other related supplies; assists in preparing, processing, and tracking purchase requisitions for services and materials; receives vendor invoices; prepares request for payment for department head approval.
Organizes, archives, scans, copies, maintains, and retrieves records, documents, reports, and files; audits files to ensure they are properly maintained and categorized for retention purposes.
Schedules and coordinates appointments, meetings, seminars, conferences, and training sessions; prepares meeting agendas and informational packets; mails out public notices.
Runs basic reports and creates simple spreadsheets.
Provides basic to intermediate customer service including responding to customer queries via phone and email using pre-approved templates and guidance documents.
Observes and complies with all City and mandated safety rules, regulations, and protocols.
Performs related duties as assigned.
In addition to the above, Office Assistant III: Performs a wide variety of complex and difficult clerical and administrative duties to support department or divisional operations; updates department website and applications.
Executes specialized and complex administrative projects.
When compiling information, checks data; prepares and assembles reports and other work product.
Prepares agendas, copies documents, mails notices, and compiles minutes for commission and committee meetings; attends commission or committee meetings and serves as secretary; mails letters, resolutions, and agreements to various committees and commissions.
Schedules, reserves, and prepares City facilities for meetings and special events.
Prepares, processes, tracks, and seeks approval for invoices, purchase orders, change orders, and billings; monitors departmental revenues and expenses and ensures funds are available to pay invoices; gathers bids; assembles purchase requisitions; enters data for budget tracking.
Receives, processes, and tracks complaints via phone, at the public counter, or through the computer Creates records and runs reports; creates and utilizes spreadsheets.
Audits files for compliance with mandated requirements and records retention schedules.
Verifies and reviews forms and reports for completeness and conformance with established regulations and procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files.
Provides intermediate to advanced customer services including responding to complex customer queries via phone and email using independent judgement.
Typical Qualifications QUALIFICATIONS Positions at the Office Assistant I level may exercise some of these knowledge and abilities statements in a learning capacity.
Knowledge of: City-wide and department-specific policies, processes, and procedures.
General office business and administrative practices.
Principles of business letter writing.
Business arithmetic.
Basic principles of handling cash including making cash deposits.
Methods and techniques of processing purchasing requests and accounts payable invoices consistent with the City’s guidelines.
Methods and techniques of compiling and assembling data for reports.
Basic principles and practices of public meetings as it relates to meeting notification and document posting requirements.
City formatting and document processing standards.
Common basic computer function, applications and programs needed to complete assignments.
Principles and practices of record keeping.
Principles of scanning, filing, maintaining, archiving, and retrieving records.
City and mandated safety rules, regulations, and protocols.
Techniques for providing a high level of customer service by effectively interacting with the public, vendors, contractors, and City staff.
The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.
In addition to the above, Office Assistant III: Computer use and functions used to complete assignments including internet, search engine and mobile device applications, databases and programs.
Procedures for preparing, tracking, and processing invoices, purchase orders, change orders, purchase requisitions, and billings.
Principles and practices of documenting and preparing specialized documents for commissions and committees including, but not limited to, agendas, minutes, and resolutions.
Budget monitoring and tracking techniques Ability to: Perform a variety of clerical administrative tasks in support of an assigned functional area.
Understand and respond to requests for assistance from the public and City staff.
Demonstrate responsibility when handling sensitive matters or confidential documents.
Receive, open, review, sort, date stamp, and distribute mail.
Type, compile and process a variety of documents and forms such as correspondence, agendas, public notices, and reports using correct punctuation and grammar.
Handle requests or complaints in a professional manner.
Organize and prepare supplies and materials for programs and activities.
Review and process invoices from vendors for payment; and monitor expenditures.
Follow written and verbal instructions.
Interpret, apply, and explain departmental policies and procedures.
Make accurate arithmetic calculations.
Be detail oriented.
File materials alphabetically, chronologically, and numerically.
Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
In addition to above, Office Assistant III: Perform a diverse range of complex clerical and administrative tasks.
Process and track specialized department documents such as applications, agreements and contracts.
Implement new or revised departmental programs as directed.
Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.
Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying.
A typical way to obtain the required qualifications would be: Education: Office Assistant I/II/III: Equivalent to completion of the twelfth (12th) grade.
Experience: Office Assistant I: One (1) year of clerical experience.
Office Assistant II: Two (2) years of increasingly responsible clerical experience.
Office Assistant III: Three (3) years increasingly responsible clerical experience demonstrating pro-active problem solving and independent judgement.
Licenses and Certifications: None.
Physical Demands Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.
This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required.
Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard and to operate standard office equipment.
Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information.
Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds.
Environmental Elements Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.
Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
WORKING CONDITIONS N/A.
CITY OF DAVISBENEFIT SUMMARY SHEETPASEALeave Time 3 Weeks of Vacation Per Year to start (increases with years of service) 2 Floating Holidays (added into vacation accrual) 13 paid Holidays Sick Leave: Accrual of 8 hours per month / 12 days per year.
Parental Leave - 2 Months Paid Parental Leave Available After 1 Year of Employment.
Health Dental and Vision 125 Cafeteria Plan.
The monthly City contribution for Medical insurance for 2024 is $2,185.
97 The city contributes the premium for the family rate of the City’s self-funded dental plan 2024 monthly premium for family is $210.
00 Up to $500 Cash-in-lieu Per Month if Opting Out of Medical & Dental Option to purchase Vision InsuranceLife Insurance 30k Employer Paid Voluntary/Supplemental Coverage Available for Purchase The new hire guarantee issue amount is $120,000 Retirement CalPERS Pension 2.
5% at 55 for Classic CalPERS Members 2% at 62 for PEPRA Members (membership date of 1/1/2013 or later) The City participates in Medicare (1.
45% employee deduction).
The City does not participate in Social Security Survivor Benefit The city contracts with the Public Employees Retirement System for the 1959 Survivor Benefit Level Four (4).
Other Benefits Longevity Pay 2.
5% at 10 years of service 2.
5% at 20 years of service for a maximum of 5%.
Retiree Health Contribution Medical and Dependent Care Flexible spending accounts available City paid long term disability program Access to purchase supplemental benefits including short term disability insurance, accident insurance, and additional life insurance products, etc.
457 Deferred Compensation Plans Available, including Roth Options City paid Employee Assistance Program (EAP) Multilingual Pay of 150.
00 per month subject to approval and successful certification.
Bicycle and Computer Loan Programs Available (upon successful completion of probation)Alternative schedules available (e.
g.
9/80)PASEA MOU: Program, Administrative and Support Employees Association (PASEA) MOU 7.
1.
23 to 12.
31.
24 (Download PDF reader)