CORP SERVICES REVENUE AND CLIENT SUPPORT CLERK 2026

Position Details

• Department: Finance
• Document Current Issue: August 2026
• Document Next Revision: August 2031
• Affiliation: Non-Union

Position Summary

Reporting to the Deputy Treasurer, the Revenue and Client Support Clerk provides administrative, financial and client service support within the Finance Department. The position serves as a key point of contact for the public, is responsible for a variety of revenue and financial administrative functions including bank deposits and bank reconciliations, and provides required support to ensure continuity of service and efficient departmental operations.

Duties and Responsibilities

• Provide professional and courteous front desk reception and client service to residents, taxpayers, businesses, and other members of the public.
• Acts as the primary respondent for tax and water inquiries, directing matters to the appropriate staff and escalating as required to ensure timely responses.
• Provide reception coverage, including greeting visitors, receiving payments and documentation, and directing inquiries appropriately.
• Support the Tax & Water Clerk with day-to-day administration, including account inquiries, payment processing, account maintenance, and related correspondence.
• Initiate, contribute to, and support continuous process improvement initiatives, with an interest in identifying opportunities to improve efficiency, service delivery, and internal procedures.
• Prepare, process, and reconcile bank deposits in accordance with established financial procedures and internal controls.
• Complete bank reconciliations and investigate and resolve discrepancies in a timely manner.
• Assist with the processing, recording, and reconciliation of financial transactions and revenue receipts.
• Provide support and backup coverage for other Finance positions during absences, peak workloads, vacations, and as operational requirements dictate.
• Assist with accounts receivable, accounts payable, cash receipting, filing, grant applications and reporting, and other general Finance Department functions as assigned.
• Maintain accurate and organized electronic and paper records in accordance with municipal policies and applicable legislation.
• Prepare routine reports, correspondence, spreadsheets, and other documentation as required.
• Ensure confidentiality and security of financial, taxpayer, and personal information.
• Provide support for year-end, audit, and other financial reporting activities as required.
• Follow established financial policies, procedures, internal controls, and applicable legislation.
• Perform other related duties as assigned.

Qualifications

• An Ontario Secondary School Diploma.
• A post-secondary diploma in accounting, business or related field would be an asset.
• A minimum of 1-3 years’ experience, working in a municipal environment preferred.
• A sound working knowledge of MS Office software applications and adaptability to program specific software; experience with financial software (Business Central, Sylogist or Great Plains would be considered an asset).
• Strong attention to detail and a high degree of accuracy when working with financial information and records.
• Excellent customer service, communication, and interpersonal skills, with the ability to deal professionally and respectfully with the public.
• Must be positive, approachable, and solutions oriented with the ability to work in collaboration with the team.

Principal Accountabilities

• Promote and maintain clear lines of communication that foster successful interpersonal relationships. Such communication shall be timely, informative, accurate, courteous, responsive and complete.
• Maintain the confidentiality of all employee and resident related information deemed to be confidential.
• Ensure that the equipment of the department is maintained, respected and that preventative maintenance is undertaken.
• Ensure that equipment is utilized in a safe manner by informed staff, conforming to established operating specifications.
• Maintain all necessary qualifications and certifications and ensure all professional standards and legislative requirements are met.
• Be fully knowledgeable of your responsibilities under the Occupational Health & Safety Act and Regulations, and to work in compliance with these provisions to create an environment, which is conducive to the health and safety of the Municipality’s employees, residents, volunteers and other stakeholders.
• Work in a safe manner and report any hazards or incidents as soon as possible.
• Be fully knowledgeable of the Occupational Health and Safety Manual to understand actions expected.
• To take a problem-solving approach to your work, using sound judgment, acting appropriately to ensure safety.

Approval

This position description has been approved by the Deputy Treasurer.

Title: Deputy Treasurer

Signature: ____________________________

Date: ____________

Incumbent’s Signature:

I, ___________________________________, have read and understand the content of the above position description.

Employee signature: ____________________________

Date: ___________________________

Revenue and Client Support Clerk - Physical Demands

Task demands frequency of identified physical tasks in job responsibilities, including sitting, standing, walking, stooping/bending, kneeling, crouching/squatting, crawling and other job-related physical activities.