Office Professional VI-Financial Tech - Financial Services (In-District Only)

Employment Begins 2025-2026 School Year

8 hours/day; 5 days/week; 260 days/year

*Note that all applicants will be required to take an assessment,


if you haven't taken one in the last year. The assessment will be sent to


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OFFICE PROFESSIONAL 6- SENIOR ADMINISTRATIVE SPECIALIST

STANDARD POSITION DESCRIPTION

FINANCIAL SERVICES: ENROLLMENT, PAYROLL, FISCAL


Classification: OP VI - Senior Administrative Specialist Location: Assigned School/Dept

Reports to: Department Administrator(s) or Supervisor(s)

FLSA Status: Non-Exempt Bargaining Unit: NTAOTE

This is a standard position description to be used for positions with similar duties, responsibilities, classification and compensation. Employees assigned to the position description may or may not perform all the essential functions indicated in this position description. This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.


Part I: Position Summary:


These positions will provide critical technical, analytical, and office management support for a major division of the school district. Incumbent serves as the senior technical/clerical staff member responsible for supporting the office administrator and, as appropriate, providing administrative and technical leadership to department office staff.


These positions will assist the department administrator(s) in the management of various areas including but not limited to: maintaining record systems, planning, organizing, and participating in the administrative, clerical, and data management operations related to their assigned responsibilities. Manage, maintain, and monitor various records in areas of responsibility i.e. employee information, office information, various budgets, accounting records, payroll records, invoices, etc. Responsibilities also include maintaining a close liaison with schools, district employees, vendors, and other educational facilities. Responsibilities may also include maintaining the department calendar; scheduling appointments; making travel and conference arrangements; establishing work plans; delegating duties; monitoring progress and assessing program effectiveness.


The District represents a thriving, diverse community. Approximately 50% of our students embody distinctive and unique backgrounds.? We seek an individual with the ability to successfully work with all families in our community. The selected candidate must demonstrate a commitment to strengthening community engagement and communication with the District's diverse populations.


Part II: Supervision and Controls over the Work:


Works under the general supervision of the department administrator. Work is controlled and/or guided by state statute and state administrative code, professional practice, school and district policies and procedures, collective bargaining agreements, and directions and expectations established by the administrators(s). Employee is expected to administer and process the general operations and activities of their assigned department with limited need for assistance from the administrator except in unusual or difficult matters or in situations for which there is no district precedent. Employee is responsible for communicating with and coordinating the efforts of other team members towards a common objective and shared success.


Part III: Major Duties and Responsibilities (depending on specific assignment, duties and responsibilities listed may include, but are not limited to the following):

1. Clerical and Technical Support. Provides clerical and technical support to the office administrator and other administrative staff. Maintains records to include scheduling and conflict resolution; schedules meetings; formats and processes correspondence, staff evaluations, forms, memoranda, and reports from handwritten drafts, dictation; duplicates; or computer drafts and distributes materials. Makes travel arrangements and prepares and submits all required paperwork. Maintains confidential records, emergency procedures and information. May have regular authorization to sign designated forms for the administrator(s). As requested, or assigned, initiates and/or prepares or provides guidance in the preparation and distributes personnel documents and actions, and personnel related documents on behalf of the administrator. Follows through to assure the personnel and related transactions are processed and to maintain awareness of and inform administrator of status of the action.
2. Office Management. Greets patrons entering the office and provides direction, guidance, and direct assistance on routine matters and personal areas of responsibility. Answers telephones and responds to inquiries, screens telephone calls, or redirects call based on knowledge of the office and the district. Receives, routes, distributes, and as appropriate redirects mail to staff. Assists with the management of the office budget, office supplies, and office equipment. Assist staff in the use of equipment and in appropriate office and administrative procedures. Establishes and/or implements office processes and procedures and, as appropriate, provides direction to office staff and makes arrangements for coverage during absences, breaks, lunch, and other situations. May train and delegate duties to office support staff as an extension of the supervisor. Maintains staff time and attendance and leave records. Prepares payroll forms; arranges for substitutes when needed. Assures substitutes are aware of expectations and procedures and assists and supports as necessary.
3. Support of Office Work and Productivity. Prepares, develops, and maintains documents, data and information in direct support of the functions, responsibilities, and staff of the office. Includes supporting materials, reports, records, background information, files, and records of subject matter material. Work requires self-initiative in planning, organizing, and coordinating one's own work with the work of others in the immediate organization in order to successfully accomplish job duties.?
4. Records and Files. Establishes, maintains, distributes, and archives office records consistent with state and district policies and procedures. Retrieves records when necessary. Coordinates with the Human Resource Office and prepares records in response to public and other appropriate records request. Maintains on-line data and records as required. Takes the initiative to implement and/or develop and maintain necessary forms to respond to the needs of the office.
5. Office Budget and Administration. Sets up and maintains office budget and expenditures, and related records such as purchasing and travel, and credit card use. Maintains office inventory records and supply orders, prepares requisitions, checks in supplies and materials, and arranges for purchase order payment. Collects, assembles, and maintains documentation on office production and workload data as required.
6. Conducts Research and Prepares Reports and Background Information. At the request of the office administrator, gathers background information and material, conducts preliminary record, hard copy, or on-line research to gather data and information required by the office administrator. Prepares the data in usable form to include assembled documents, spread sheets, data bases, summary documents, etc.
7. Required to follow Board policies and stay abreast of updates and changes.
8. Performs other duties as assigned by administrator and/or designee.

OP6 may be assigned tasks in any of the following areas. Tasks from more than one area may be assigned.


Specific to Enrollment

• Enrollment Reporting: Includes but is not limited to: working with schools to collect, compile, balance, verify, and submit the P223 and P223H Enrollment reports to OSPI on behalf of the North Thurston Public Schools. This includes but is not limited to enrollment for basic education, special education, Transitional Bilingual, Career and Technical Education, Running Start, and Gravity. Process pay requests for colleges and Gravity. Train new building staff on how to correctly report enrollment data for the P223 processing. Attend all Enrollment Training opportunities when provided.

• Federal Impact Aid Application: Includes, but not limited to: create, order forms, distribute, compile and process survey forms annually. Prepare follow-up letters and work to contact parents (by phone if necessary) who did not return a form. Work with District Military Liaisons to help increase participation in return of applications. Submit the application and respond to follow-up questions and necessary revision as needed for the Department of Education.

Specific to Payroll

• Manage contract pay for specific groups.

• Coordinate benefits for specific groups.

• Time off and leave reporting and auditing.

• Audit sub payroll.

• Reconcile, maintain, and run reports for billing.

• Skyward/Citrix Fiscal Security: Includes but not limited to: processing security requests and changes as needed. Helping to ensure we are keeping our financial records secure within the system.

Specific to Fiscal

• Manage cash receipting support including generating refunds.

• ASB and PPT funds/audits/support.

• Accounts Payable including pro-card audit and JV corrections.

• Purchasing for district office departments and programs.

• Provide training.

• Skyward/Citrix Fiscal Security: Includes but not limited to: processing security requests and changes as needed. Helping to ensure we are keeping our financial records secure within the system.

• Time and Effort Reporting: Includes, but not limited to: running reports, verification of employees, and identification of what type of reporting will be necessary. Final reporting verification on a monthly or semiannual basis.

• Audit ASB Fundraisers: Includes, but not limited to: requesting ASB fundraiser packets from schools, complete an internal audit on fundraiser, and report out on any findings.

• Auditing and reconciling financial transactions and accounts.

May also be responsible for one or more of the following:

• Daily and Monthly auditing and balancing of district accounts
• Process accounts receivable
• Medicaid Match program
• Contract management and processing and vendors
• Capital Projects
• Process 1099, Tax liability
• Process vendor payments

Part IV: Minimum Qualifications

1. Incumbents must have successful experience in working with culturally diverse families and communities or have otherwise demonstrated a commitment to strengthening engagement of a diverse community and skill in communicating with a diverse population.
2. Graduation from high school or equivalent.
3. Three (3) years of progressively responsible office experience involving independence of action and decision-making responsibilities. Experience must include accounting and bookkeeping procedures and payroll processes. A combination of professional education and experience with three (3) or more years of specialized training within the professional area, or four (4) years of progressive on-the-job related experience. Related education above the high school level may be substituted for experience at the District's discretion.
4. Successful demonstration of ability to resolve problematic situations where diverse and conflicting goals and attitudes can be expected.
5. Demonstrated ability to establish a strong understanding of programs, conduct thorough research to address issues, and effectively resolve complex problems.
6. Must possess advanced clerical, technical, and administrative skills including typing and filing, knowledge of basic office equipment and technology, and skill in the use of office software to include Microsoft Office and Excel for creating and managing documents, spread sheets, presentations, and, as appropriate, data bases.
7. Successful demonstration in carrying out assignments that are significantly more difficult, complex and are critical to the operation of the District, which require originality and creativity to accomplish tasks.
8. Ability to work effectively in an environment with frequent interruptions requiring the ability to concentrate and consistently produce accurate work while responding to interruptions and changing priorities.
9. Ability to interact and work as an extension of the supervisor with students, parents, staff, and community members, personally, telephonically, and through electronic communications, in a warm and confident manner.
10. Ability to remain calm and focused and to assist employees who may be emotional, distraught, or frustrated.
11. Ability to follow written and verbal direction, maintain a high level of confidentiality, and take the initiative when necessary.
12. Ability to effectively communicate on complex issues with a high level of effectiveness. Initiative and ability to work both with minimal direction and cooperatively; independent sound judgment and decision-making capabilities are essential.
13. Ability to organize, manage and set priorities for accomplishing work and complex tasks in a timely and effective manner with tight deadlines.
14. Ability to work collaboratively and effectively with other staff, employees, and supervisors.
15. Successful demonstration of possessing a comprehensive understanding of the work of not only the department or site in relation to the district but also how the work impacts the district in relation to the greater community.

Part V: Desired Qualifications:

1. Successful experience in public schoolsettingor public employment.
2. Highly specialized knowledge, principles, concepts andmethodologyof a specific program area, professional practice or administrative function and skill in applying this knowledge to carrying out assignments, operations, or procedures.
3. Bilingual skills
4. An A.A. degree or higher
5. Proficiencyin Skyward Qmlativ

Part VI: Physical and Environmental Requirements of the Position:


The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to bend, reach, perform repetitive motions, sit, stand, move about, hear, and speak. Employee is required to perform extensive work at a computer display terminal.


The employee must occasionally lift and/or move 25 to 50 pounds.


Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.


Insurance Benefits

Employees who are anticipated to work 630 hours during the school year (September 1 through August 31) are eligible for medical, dental, vision, long term disability and basic life insurance benefits.


North Thurston Public Schools benefits are administered by the Washington State Healthcare Authority under the School Employees Benefits Board (SEBB). Click on the link for information on available benefit options.

Retirement and Deferred Compensation

Eligible employees are required to be a member of the Washington State Department of Retirement Systems Plan. For eligibility information, check on the link to the Department of Retirement Systems' web site.

Employees also have the ability to participate in tax deferred 403(b) and 457 Deferred Compensation Plans (DCP). These are supplemental retirement savings programs that allows you control over the amount of pre-tax salary dollars you defer as well as the flexibility to choose between multiple investment options.


Clink on the link for information on 457 plan (DCP) with the Department of Retirement Systems.


To enroll in an eligible 403(b) plan, employees must consult with their own financial planner that is an approved vendor.


Equal Opportunity Employer


North Thurston School District does not discriminate in any programs or activities on the basis of sex, race, creed, religion, color, national origin, age, veteran or military status, sexual orientation, gender expression or identity, disability, or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Coordinator and Title IX Officer: View email address on click.appcast.io, View phone number on click.appcast.io; Section 504 Coordinator at View phone number on click.appcast.io, View email address on click.appcast.io Address for both: 305 College St. NE. Lacey, WA 98516.

IMPORTANT INFORMATION:


Effective June 11, 1992, pursuant to Public Law 92544, all new employees must complete a satisfactory fingerprint check with Washington State Patrol, FBI, and other background check as required by law. All employment is considered temporary until receipt of satisfactory check. Proof that the fingerprinting process has begun must be supplied to Human Resources prior to the first day of employment.