1. Receives, classifies, and codes information. Reviews account records to ensure accuracy and completeness. Prepares and distributes billing statements. 2. Obtains and provides information related to accounts, procedures, and regulations. Establishes, maintains, and reconciles account records. 3. Reviews, logs, codes, and posts payments. Identifies and corrects errors. Totals and reconciles cash transactions daily. Monitors account records. Composes correspondence related to problem accounts. 4. Refers delinquent accounts to supervisor and collection agencies. Researches individual accounts. May summarize findings in brief reports. 5. Completes and processes forms. May present account information at legal proceedings. 6. Performs clerical functions incidental to account activity.

Required Skill/ability 1:  Excellent interpersonal skills with the ability to interact positively and respectfully with staff at all levels of the organization. Exceptional teamwork and collaboration skills.

Required Skill/ability 2:  High level of accuracy, attention to detail and follow-through on assignments. Well-developed problem-solving skills.

Required Skill/ability 3:  Proficiency with Microsoft Word and Excel. Basic math skills. Ability to execute and prioritize multiple tasks and work independently.

Required Skill/ability 4:  Demonstrated ability handling cash and cash reconciliations. Excellent verbal and written communication skills.

Required Skill/ability 5:  Excellent attendance, punctuality and reliability, as attested by references. 

Preferred Education:  Demonstrated experience with Workday, IDX, and basic knowledge of Yale University's financial policies and procedures. Demonstrated experience working a cash register. Proven experience as a bookkeeper or in banking and experience with financial transactions. 

Work Week:  Standard (M-F equal number of hours per day)

Posting Position Title:  Account Assistant 3

University Job Title:  Account Assistant 3 - Yale Health

Preferred Education, Experience and Skills:  Demonstrated experience with Workday, IDX, and basic knowledge of Yale University's financial policies and procedures. Demonstrated experience working a cash register. Proven experience as a bookkeeper or in banking and experience with financial transactions. 

Four years of related and demonstrated work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related and demonstrated work experience and an Associate's degree; or an equivalent combination of proven experience and education.

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