Office Assistant 1, SG-6(NYHELPS)Item#07854

Duties Description

Opens, assigns, acknowledges or rejects Withdrawal Cases

• Description of Tasks Performed to Complete Activity: Utilizing knowledge of the NYSLRS Portal, Retirement and Social Security Law (RSSL) and the policies and procedures that govern vesting, terminations for inactivity and withdrawals from membership, performs steps necessary to update cases to “Open” status in their name. Conducts a visual inspection of associated Withdrawal Application to determine if all needed fields have been completed and that the member meets legal filing requirements. Sends out an acknowledgement letter or rejection letter to requestor, as deemed appropriate and adds Case Note (indicating reject reason, when it is necessary to reject a request). Closes any Case Tasks completed and updates Case Status to “Hold” or “Rejected”.
  
  

Determines if/what additional employer and member documentation is required to process Withdrawal Case accurately.

• Reviews cases in “Hold” status and ascertains what, if any, further documentation, or information will be required for the ERSE 1 (SG-9) to continue processing the case. Sends out requests to the appropriate party(ies) detailing what is needed (i.e. dates last worked, proof of a name change, etc.). Updates appropriate tasks within the case.
  
  

Compiles membership and/or former membership information requested by other retirement systems and enters the correct information on the form submitted.

• Responds to inquiries from reciprocal systems for requests to provide service and salary information. Knowledge of MEBEL and PeopleSoft systems are required. Must check pages on applicable system which includes: Member 360, Update Employee Plan Data, Review Plan History, Employee Accounts, Loan information, and the Withdrawal Contribution. Examiner must also review entire FileNet record to ensure all pertinent information is included in our response to the other system. Examiner fills out the form with information they have gathered and attaches any documentation required for salary requests and uploads to FileNet before sending the completed request to the Reciprocal System.
  
  

Handles basic telephone calls and emails to members, non-members, financial institutions and other agencies contacting NYSLRS regarding status of case processing, correspondence received, check or EFT issues.

• Responds to simple inquiries from members, non-members, financial institutions, and employers using templated email responses and/or verbal communication skills to resolve the questions timely, in an accurate, clear and concise manner.
  
  

Minimum Qualifications

Do you want a career with a purpose that provides work/life balance? Apply today to join the Office of the New York State Comptroller.

No exam required under the New York Hiring for Emergency Limited Placement Statewide (NY HELPS) Program.

Non-Competitive Minimum Qualifications:

There are no minimum qualifications for this position, please review the desired competencies section of this posting for desired qualifications.

OR

Competitive Minimum Qualifications:

You must be currently reachable on the appropriate eligible list for this title, eligible under the 55 b/c program, or eligible to transfer to this title under Section 70.1 of the Civil Service Law.

70.1 Transfer:

For 70.1 transfer to Office Assistant 1, SG-6, you must have one year of permanent competitive, or 55-b/55-c service in an approved title.

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 (ny.gov)

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

55b/55c Program appointment:

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 (ny.gov)

Additional Comments

Knowledge, skills, and abilities:

• Knowledge of agency policies and program policies, procedures and functions.
• Ability to read, understand and apply laws, procedures, rules, regulations and guidelines.
• Ability to prepare reports composed of narrative as well as numerical information.
• Ability to successfully use software required by the position, including Microsoft Outlook, Microsoft Teams and its calendaring features/scheduling, team rooms, and bulletin boards; Microsoft Word, Microsoft Excel and NYSLRS Portal and MEBEL system.
• Ability to use common office equipment, including laptops, photocopiers, scanners, calculators, etc.
• Ability to perform tasks accurately within prescribed time frames.
• Ability to communicate effectively in writing and orally as required for the position.
  
  

Telecommuting: 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 primary residence location, duties, and work performance are aligned with telecommuting and operational needs they may be allowed to do so. Generally, OSC employees may telecommute up to 5 days per pay period but may be approved to telecommute less.

Reasonable Accommodation: The NYS Office of the State Comptroller provides reasonable accommodations to applicants with disabilities. If you need reasonable accommodation for any part of the application and hiring process, please notify the Division of Human Resources at (518) 474-1924.

Equal Opportunity Employment: The Office of the NYS Comptroller values a workforce with a broad, diverse range of backgrounds and perspectives. All employees are expected to contribute to a professional environment focused on self-evaluation and improvement, as well as acceptance and support of coworkers.