Review Vacancy

Date Posted: 12/05/23
Applications Due: 12/19/23
Vacancy ID: 145444

Position Information


AgencyState Comptroller, Office of the

TitleLegal Assistant 2,Item #07036

Occupational CategoryLegal

Salary Grade17

Bargaining UnitPS&T - Professional, Scientific, and Technical (PEF)

Salary RangeFrom $59724 to $76029 Annually

Employment Type Full-Time

Appointment Type Contingent Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%


Workweek Mon-Fri

Hours Per Week 37.5


From 8:30 AM

To 4:30 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? Yes


County Albany

Street Address Office of the New York State Comptroller

110 State Street

City Albany


Zip Code12236

Job Specifics

Minimum Qualifications You must be currently reachable on the appropriate eligible list for this title or eligible to transfer to this title under Section 70.1 or 70.4 of the Civil Service Law.
For 70.1 or 70.4 transfer to a Legal Assistant 2, salary grade (SG)-17, you must have one year of permanent competitive, or 55-b/55-c service in an approved title for transfer allocated to an SG-15 or above.
This position may be designated 55 b/c and is subject to verification of applicant eligibility.
For more information on this program, please visit the NYS Department of Civil Service website, 55b/c Recruitment Resources Center (

To determine if your current Civil Service title is eligible for transfer to this title, visit the Career Mobility GOT-IT website: Career Mobility Office » GOT-IT (

Appointments via transfer must not result in a second, consecutive transfer with an advancement of more than two S-grades or one M-grade.

Duties Description Under the supervision of an attorney, summarize, track and draft correspondence in beneficiary designation, power of attorney, guardian, trusts, recovery, record requests, FOIL inquiries, hearing and litigation matters.
• Help to maintain the database which tracks the workflow of cases by inputting information about incoming correspondence and how it was handled.
• Examine incoming NYS power of attorneys, guardianship, trust and other legal documents to determine if they are valid, limited, or invalid for Retirement System purposes; draft memos and letters explaining the determination for each document and forward to the appropriate business unit for distribution.
• Draft and send Chapter 7 Bankruptcy letters when initial proceeding notifications come in.
• Handle incoming record requests by tracking correspondence and payment for request records; order folders or use FileNet to print copies of appropriate materials to send to the requesting party.
• Draft response letters in miscellaneous cases at the request of staff Attorneys.

With general direction and supervision by an attorney, handle all aspects of the investigation and recovery of overpaid retirement benefits. This involves drafting subpoenas, reviewing subpoenad documents, analyzing cases and referring cases to OSC Investigations or outside prosecuting agencies when appropriate.
• Review subpoenaed financial records to determine where retirement funds have been moved.
• Analyze cases and prepare written memorandum summarizing the relevant facts and next steps for handling.
• Refer cases to OSC Investigations Unit or the Office of the Attorney General for further investigation and processing.
• Assist with the settlement of non-criminal recovery cases and obtain approval from Counsel for the Retirement System, NYSLRS Executive Management team, and other relevant parties.
• Track the investigation/processing of all civil recovery matters that are referred to Legal Services for review.

Training and supervision of a Legal Assistant 1. Occasional clerical duties including, but not limited to, phone coverage, mailings, photocopying and/or scanning documents, tracking attorneys’ Continuing Legal Education (CLE) information, and alternate meeting attendance with other support staff.
• Meet regularly with Legal Assistant 1 to coordinate assignments and review work.
• Train Legal Assistant 1 on policies and procedures followed by the Division of Legal Services and Division of Retirement Services.
• Provide phone coverage for other support staff when needed.
• Collect, track, and maintain CLE credits earned by attorneys.
• Attend meetings on various Retirement-related topics on an alternating basis with other Retirement support staff.

Additional Comments Desired Competencies
• Ability to perform legal research online and through Westlaw/Lexis
• Knowledge of databases and team rooms
• Excellent writing skills
• Excellent organizational skills
• Prior legal assistant experience or education
• Ability to work independently and with deadlines
• Basic familiarity with Retirement System procedures, laws, and policies
• Ability to be flexible and multitask
• Good time and attendance habits
The Office of the New York State Comptroller (OSC) supports telecommuting where it is reasonable to do so based upon the agency’s mission and operational needs. Generally, employees new to OSC will be restricted from telecommuting for at least 8 calendar weeks. After the initial 8 calendar week restriction, if an employee’s duties and work performance are aligned with telecommuting they may be allowed to do so. Upon approval to telecommute, OSC employees may telecommute up to 5 days per pay period.

Some positions may require additional credentials or a background check to verify your identity.

Contact Information

Name Kelly Shelffo

Telephone (518) 474-1924

Fax (518) 486-6723

Email Address


Street Office of Human Resources

110 State Street, 12th Floor

City Albany

State NY

Zip Code 12236


Notes on ApplyingSubmit a clear, concise cover letter and resume stating how you meet the above minimum qualifications to, no later than December 19, 2023. Documents must be sent as unlocked and accessible attachments.

Reference Item #07036 - KAS in the subject line of your email and on your cover letter for proper routing.

If you have questions about this vacancy, please contact this Division representative:
Division contact: Kelli Bailey,

When responding, please include the reference number from this section only. The StateJobsNY website Vacancy ID # should not be included.