Central Office Clerk/CFO Secretary
Pleasanton ISD • Pleasanton, Texas • Full Time
Posted on Thu, Jun 25, 2026
Primary Purpose:
Under moderate supervision, respond to inquiries from staff, students, parents, and the public; provide requested information and/or referral to the appropriate parties; direct visitors; and provide general clerical support for the efficient operation of the central administration office. Assist with business office duties for finance and purchasing.
Qualifications:
Education/Certification:
High school diploma or GED
Special Knowledge/Skills:
Ability to operate multi-line phone system
Effective public relations, organization, communication, and interpersonal skills
Ability to speak, read, and understand English
Ability to read and comprehend instructions
Ability to effectively present information in one-on-one situations
Proficient in keyboarding, 10-key numerical data entry, and file maintenance
Ability to use software for spreadsheets and word processing
Ability to work with numbers in an accurate manner
Experience:
3 years of clerical experience in an office setting; Experience in public school district preferred
Major Responsibilities and Duties:
Finance
- Complete bank reconciliations
- Maintain fundraiser documentation and activity logs
- Assist with financial reports
Purchasing
- Review and approve district purchase orders
- Monitor the quotes for the district
- Complete purchase orders for business office
- Prepare and maintain vendor databases and bidder lists
- Assist in the preparation of bidding documents
- Oversee district copier rental contracts and leases
Reception and Phones
- Receive and direct incoming calls, take reliable messages, and route to appropriate staff
- Greet visitors (e.g. public, parents, students, substitutes, vendors, etc.) respond to their inquiries and/or direct them to appropriate personnel in accordance with district policies and procedures regarding building security
- Maintain visitor log and issue visitor passes
- Respond to emergency calls and notify appropriate parties to address immediate safety and/or security issues
- Receive deliveries and disseminate materials and information to the appropriate parties
- Provide clerical assistance as needed
- Compile, maintain, and file all reports, records, and other documents as required
- Maintain confidentiality
Supervisory Responsibilities:
None.
Mental Demands/Physical Demands/Environmental Factors:
Tools/Equipment Used: Standard office equipment including personal computer and peripherals; multi-line phone system
Posture: Continuous sitting
Motion: Repetitive hand motions including reaching. Frequent keyboarding and use of mouse.
Lifting: Occasional light lifting and carrying (less than 15 pounds)
Environment: Reception desk in the administrative/central office
Mental Demands: Work with frequent interruptions; maintain emotional control under stress