FISCAL ACCOUNTS CLERK II

The College Savings Plans of Maryland is an independent State agency responsible for administering the "Prepaid College Trust Plan" and the "College Investment Plan."  Both plans are the State's only qualifying 529 plans, named after the section of the Internal Revenue Code that permits states to establish and administer tax-advantaged college savings plans.  These two plans provide flexible and affordable options to help Maryland families save for future college expenses and reduce dependence on student loans and other forms of debt.  Each has its own set of features and benefits, and both offer generous federal and Maryland State tax incentives.

This is a position specific recruitment for The College Savings Plans of Maryland. 

This recruitment will be used to fill current and future vacancies for this position/function only. 

The resulting eligible list will be maintained for one year.  Persons interested in future vacancies within this classification must re-apply.

09

(Salary rules apply for State employees)

Baltimore City

A Fiscal Accounts Clerk II is the full performance level of work reviewing, verifying, recording, adjusting and balancing financial transactions.

The main purpose of this position is to provide comprehensive customer service to account holders of the Maryland Prepaid College Trust Fund.

This position will analyze accounts and provide administrative financial assistance to account holders, interpret items of account holder policies and help them understand processes and procedures for applying payment on accounts, and applying account funds to future college payout payments.

This position also processes incoming account payments by posting to the proper account and reconciling on a regular basis.

Assist account holders in person, by phone and by email by responding to inquiries about their accounts, providing interpretation and administrative financial advice related to Plan guidelines and contract specifications. 

Research and process incoming payments on accounts; process lockbox payments.

Assist with monthly reconciliations.

Other duties as assigned.

Education: Graduation from an accredited high school or possession of a high school equivalency certificate.

Experience: Two years of experience reviewing, verifying, recording, adjusting and balancing financial transactions.

Notes:

1. Experience calculating and recording financial, statistical or other numerical data may be substituted on a year-for-year basis for the required high school education.

 2. Six credit hours in accounting from an accredited college or university may be substituted for one year of the required experience.

3. A minimum of five courses or six months of accounting-related training in a vocational training program in subjects such as journalizing transactions, analyzing transactions into debits and credits, posting to a general ledger, payroll, bank reconciliations, accounts payable, and accounts receivable may be substituted for one year of the required experience.

4. Candidates may substitute U.S. Armed Forces military service experience in Financial Clerical/Finance Technicians classifications or specialty codes in the financial field of work at a rate of one year of military experience for the required experience.

Applicants must meet the selective qualification(s) to be considered.  Include clear and specific information on your application regarding the qualification(s).

• One of the required years of experience must be specifically in financial customer service dealing with crediting and debiting customer accounts.

Strong preference will be given to applicants that possess the following.  Include clear and specific information on your application regarding the qualification(s).

Commercial banking customer service liaison experience

Knowledge and/or experience with 529 plans

Data entry skills

Ability to learn new software quickly

Oral and written communication skills with various audience levels

Candidates must be willing to work in Baltimore City.

All candidates will be subject to a background investigation including criminal and credit history.

Please make sure that you provide sufficient information on your application (and on separate pages, if necessary) to show that you meet the qualifications for this recruitment.  All information concerning your qualifications must be submitted by the closing date.  We will not consider information submitted after this date. 

Successful candidates will be ranked as Best Qualified, Better Qualified, or Qualified and placed on the employment (eligible) list for at least one year.  

Exempt by Executive Order

STATE OF MARYLAND BENEFITS

Please read the job announcement in its entirety before applying for this recruitment. Applicants must meet all minimum (and selective) qualifications to be considered, and to appear on the list of people eligible for hire.

ALL CANDIDATES MUST COMPLETE THE SUPPLEMENTAL QUESTIONNAIRE AS A PART OF THEIR APPLICATION PROCESS.

If you are unable to apply online, or encounter difficulty attaching required or optional documentation, you may submit via mail, email or deliver in person. Please be sure to include your name, identification number (Easy ID#) and job announcement number on any documentation to ensure timely processing.

Completed applications, required documentation, and any required addendums may be sent to:

Shelly Reid, Human Resources, 80 Calvert Street, Room 109, Annapolis, MD 21401, ATTN: 15-004518-0024

The MD State Application Form can be found online

We thank our Veterans for their service to our country, and encourage them to apply.

TTY  Users: call via Maryland Relay

As an equal opportunity employer, Maryland is committed to recruiting, retaining and promoting employees who are reflective of the State’s diversity.