Minimum Qualifications Interested candidates must be reachable on the Legal Assistant 2 eligible list; or be eligible to transfer under section 70.1 of the Civil Service Law.
To be eligible for transfer interested candidates must currently be employed by NYS and have at least one year of permanent competitive service as a Legal Assistant 2 (SG-17)
Must have one year of permanent competitive service in a qualifying title allocated to a salary grade 15 or higher and also possess an Associate’s degree or certificate in legal studies, paralegal studies, or legal assistant studies from an accredited institution or one approved by the NYS Bar Association and has one year of subsequent full-time experience as a Paralegal,
Must have one year of permanent competitive service in a qualifying title allocated to a salary grade 15 or higher and also possess a Bachelor’s degree in legal studies, paralegal studies, or legal assistant studies from an accredited institution or one approved by the NYS Bar Association.
Please note that to be considered for a 70.1 transfer interested candidates must currently be employed by NYS
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.
Assist in the maintenance and coordination of appropriate hardware, network and database access through IT Security as the backup to Legal’s primary Retirement Services Unit IT Security Coordinator.
• Work with IT Security to maintain appropriate hardware and software for new staff, using the appropriate forms and databases.
• Make requests for new or changes to existing hardware and software using the appropriate forms and databases.
• Request/provide the appropriate training for new hardware and software obtained for staff.
• Maintain and coordinate the issuance of new procedures and guidelines that may be implemented upon receipt of new software or databases.
• Coordinate with IT when any bureau network, software, or hardware needs arise.
• Coordinate with Legal’s IT Security Coordinator when there are Legal Services’ division-wide changes that will affect Retirement Services Unit staff.
• Meet with IT Services and Legal’s IT Security Coordinator on a monthly basis to discuss any issues or outstanding work orders.
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
Some positions may require additional credentials or a background check to verify your identity.
110 State Street, 12th Floor
Notes on ApplyingInterested candidates should submit a cover letter and resume to firstname.lastname@example.org no later than August 11, 2022. Please reference Item #01283 -OER-DG when responding.
When responding, please include the reference number and letters listed in this section. The OER ID # should not be included.