Address
Form of workSummary
The position is located at the Bureau of the Fiscal Service, Retail Securities Service, Division of Customer Service. As a Legal Administrative Specialist, you will be responsible for analyzing customer requests, approving, and validating legal evidence, and communicating with the customer, or legal representative, to reconcile incomplete or conflicting information to process claims, make a payment, or complete other securities transactions.
This job is open to
Clarification from the agency
(1) Current Bureau of the Fiscal Service internal employees, within the office of Retail Securities Services, who are qualifying as Status Eligibles, or currently serving on a V.R.A. appointment, or a Sched. A appointment, OR
(2) CTAP eligibles.
Duties
NOTE: Based on current hiring restrictions, selectees may be subject to additional approvals prior to an offer being extended.
The following are the duties of this position at the GS-11. If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.
- Examine electronic case files and approve the validity of legal evidence of varied and complex nature to process claims, process transactions, establish entitlement to securities and official information, and adjust incorrectly processed transactions within the perspective of relevant laws, regulations, and precedents. Legal evidence includes death certificates, fiduciary appointments, trust agreements, small estate affidavits, bonds of indemnity, decrees of distribution, letters of summary administration, court orders, final accounts, wills, and divorce and property settlements. The work is accomplished using computer applications such as customer relationship management systems, tracking systems, and payment systems to search issue and retirement records, add or remove caveats, price bonds, check payment status, maintain accounts, prepare correspondence, and process payments.
- Adjudicate and authorize claims for eligibility and payment for retail securities programs without further review. Decide and take appropriate action on all issues without regard to difficulty. Some claims originate outside of the United States and come under special provisions (foreign). The employee evaluates evidence, develops all factual and legal issues, and makes the final determinations subject only to the claimant's rights to reconsideration or appeal.
- Analyze customer requests and supporting evidence to ensure that securities transactions are processed in accordance with Treasury securities regulations, policies, precedents, and federal and state laws in a timely and efficient manner. The employee independently approves and authorizes detailed transactions containing legal evidence. As necessary, request additional development of specific issues and evidence or initiate and approve waivers of some facets of regulations for unique requests. At times, the employee requests advice, either written or orally, from legal staff to obtain rulings that result in transaction approval of a precedent or policy setting nature.
- Assume responsibility for the integrity of the master file records of United States Savings Securities by providing the correct posting of transactions. The employee investigates, or initiates, savings bond adjustments. Savings bond adjustments involve a variety of transactions and require substantial research. Examples of savings bond adjustments include original bonds recovered after a claim is completed, mis-assemblies, issue date errors, serial number discrepancies, duplicate transactions, errors on denominations, errors during issuance, and lost paid bonds. Additionally, employee responsibility involves creating advices and collecting and transferring funds from individuals, agents, and other offices.
Requirements
Conditions of Employment
Key Requirements:
Qualifications
You must meet the following requirements within 30 days of the closing date of this announcement.
The experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week on your résumé.
Specialized Experience:
Specialized experience for the GS-9 is defined as one year of experience at the GS-7 level, or equivalent that is directly related to the position and which has equipped the candidate with the particular knowledge, skills, and abilities to successfully perform the duties of the position. Specialized experience includes applying analytical and evaluative techniques to the identification, consideration, and resolution of issues or problems of a procedural or factual nature, in researching securities laws and regulations in order to adjudicate cases and support decisions.
Examples of such experience may include:
- Evaluating documents, such as death certificates, fiduciary appointments, and decrees of distribution , to determine their acceptability; OR
- Preparing recommendations for leads, supervisors, etc., for processing transactions for which there is no clear precedent; OR
- Adapting procedures as needed in order to process transactions; OR
- Explaining decisions to investors.
OR
You may substitute education for specialized experience as follows: completed a master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree or LL.B. or J.D., if related.
OR
You may qualify with a combination of experience and education. To combine education and experience, your total qualifying experience is calculated as a percentage of the experience required for the grade level. Then, your education is calculated as a percentage of the education required for the grade level. The two percentages are added together. The total percentage must equal at least 100 percent to qualify for that grade level. Note that only graduate education in excess of the amount required for the next lower grade level can be combined with the appropriate level of experience to qualify applicants for positions at the GS-9 grade level.
Specialized experience for the GS-7 is defined as one year of experience at the GS-5 level, or equivalent that is directly related to the position and which has equipped the candidate with the particular knowledge, skills, and abilities to successfully perform the duties of the position. Specialized experience includes experience carrying out successive steps in fact-finding and analysis of issues necessary to apply securities laws and regulations and approve legal evidence in order to resolve related issues.
Examples of such experience may include:
- Examining and approving legal evidence, forms, and financial instruments or savings bonds to support transactions or claims; OR
- Interacting with co-owners or attorneys in fact (power of attorney) to obtain information and resolve problems; OR
- Using judgement to determine which procedures are applicable to different transactions.
OR
You may substitute education for specialized experience as follows: completed at least 1 full year of graduate level education (18 semester hours, 27 quarter hours or equivalent).
OR
You may have a bachelor's degree and meet one of the following requirements for superior academic achievement: A GPA of 3.0 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last 2 years of study, or a GPA of 3.5 or higher on a 4.0 scale for all courses in the major field of study or those courses in the major completed in the last 2 years of study, or rank in the upper one third of the class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.
OR
You may qualify with a combination of experience and education. To combine education and experience, your total qualifying experience is calculated as a percentage of the experience required for the grade level. Then, your education is calculated as a percentage of the education required for the grade level. The two percentages are added together. The total percentage must equal at least 100 percent to qualify for that grade level.
In addition to the above requirements, you must meet the following time-in-grade requirement, if applicable:
For the GS-9, you must have been at the GS-7 level for 52 weeks.
For the GS-7, you must have been at the GS-5 level for 52 weeks.
Education
This job does not have an education qualification requirement.
Additional information
OTHER INFORMATION:
Our comprehensive benefits are very generous. Our benefits package includes:
The Bureau of the Fiscal Service offers challenging and meaningful work, opportunities for advancement and internal movement to a different career path, a competitive salary, work/life balance, and generous benefits. Maximum telework and flexible work schedule options are also available Incentives such as student loan repayment, recruitment and relocation incentives, and advanced annual leave accrual may be offered. Some remote work opportunities exist. Approval of these incentives and flexibilities are based on the position, business requirements, applicant/employee qualifications and performance, and other work-related factors.
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
Your application includes your résumé, responses to the online questions, and required supporting documents. Please be sure that your résumé includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your résumé may result in a "not qualified" determination.
Rating: Your application will be evaluated in the following areas: Technical, Customer Service, and Analytical
Your application will be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.
Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration.
If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP)) you must receive a score of 90 or better to be rated as "well qualified" to receive special selection priority.
The position is located at the Bureau of the Fiscal Service, Retail Securities Service, Division of Customer Service. As a Legal Administrative Specialist, you will be responsible for analyzing customer requests, approving, and validating legal evidence, and communicating with the customer, or legal representative, to reconcile incomplete or conflicting information to process claims, make a payment, or complete other securities transactions.
This job is open to
- Internal to an agency
Current federal employees of this agency.
Clarification from the agency
(1) Current Bureau of the Fiscal Service internal employees, within the office of Retail Securities Services, who are qualifying as Status Eligibles, or currently serving on a V.R.A. appointment, or a Sched. A appointment, OR
(2) CTAP eligibles.
Duties
NOTE: Based on current hiring restrictions, selectees may be subject to additional approvals prior to an offer being extended.
The following are the duties of this position at the GS-11. If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.
- Examine electronic case files and approve the validity of legal evidence of varied and complex nature to process claims, process transactions, establish entitlement to securities and official information, and adjust incorrectly processed transactions within the perspective of relevant laws, regulations, and precedents. Legal evidence includes death certificates, fiduciary appointments, trust agreements, small estate affidavits, bonds of indemnity, decrees of distribution, letters of summary administration, court orders, final accounts, wills, and divorce and property settlements. The work is accomplished using computer applications such as customer relationship management systems, tracking systems, and payment systems to search issue and retirement records, add or remove caveats, price bonds, check payment status, maintain accounts, prepare correspondence, and process payments.
- Adjudicate and authorize claims for eligibility and payment for retail securities programs without further review. Decide and take appropriate action on all issues without regard to difficulty. Some claims originate outside of the United States and come under special provisions (foreign). The employee evaluates evidence, develops all factual and legal issues, and makes the final determinations subject only to the claimant's rights to reconsideration or appeal.
- Analyze customer requests and supporting evidence to ensure that securities transactions are processed in accordance with Treasury securities regulations, policies, precedents, and federal and state laws in a timely and efficient manner. The employee independently approves and authorizes detailed transactions containing legal evidence. As necessary, request additional development of specific issues and evidence or initiate and approve waivers of some facets of regulations for unique requests. At times, the employee requests advice, either written or orally, from legal staff to obtain rulings that result in transaction approval of a precedent or policy setting nature.
- Assume responsibility for the integrity of the master file records of United States Savings Securities by providing the correct posting of transactions. The employee investigates, or initiates, savings bond adjustments. Savings bond adjustments involve a variety of transactions and require substantial research. Examples of savings bond adjustments include original bonds recovered after a claim is completed, mis-assemblies, issue date errors, serial number discrepancies, duplicate transactions, errors on denominations, errors during issuance, and lost paid bonds. Additionally, employee responsibility involves creating advices and collecting and transferring funds from individuals, agents, and other offices.
Requirements
Conditions of Employment
- A one-year probationary period may be required.
- Must successfully complete a background investigation. Periodic reinvestigation is required no later than five years after selection and at least every succeeding five years.
- Public Trust - Background Investigation will be required.
- Obtain and use a Government-issued charge card for business-related travel.
- This position requires that the successful candidate undergo personnel vetting, which includes a background investigation and enrollment upon onboarding into "Continuous Vetting." Enrollment in Continuous Vetting will result in automated record checks being conducted throughout one's employment with Treasury. The successful candidate will also be enrolled into FBI's Rap Back service, which will allow Treasury to receive notification from the FBI of criminal matters (e.g., arrests, charges, convictions) involving enrolled individuals in near real-time. For more information about individual rights, Noncriminal Justice Applicant's Privacy Rights - FBI, FD-258 Privacy Act Statement - FBI, and SEAD-3-Reporting-U.pdf (dni.gov).
Key Requirements:
- Please refer to "Conditions of Employment."
- Click "Print Preview" to review the entire announcement before applying.
- Must be U.S. Citizen or U.S. National.
Qualifications
You must meet the following requirements within 30 days of the closing date of this announcement.
The experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week on your résumé.
Specialized Experience:
Specialized experience for the GS-9 is defined as one year of experience at the GS-7 level, or equivalent that is directly related to the position and which has equipped the candidate with the particular knowledge, skills, and abilities to successfully perform the duties of the position. Specialized experience includes applying analytical and evaluative techniques to the identification, consideration, and resolution of issues or problems of a procedural or factual nature, in researching securities laws and regulations in order to adjudicate cases and support decisions.
Examples of such experience may include:
- Evaluating documents, such as death certificates, fiduciary appointments, and decrees of distribution , to determine their acceptability; OR
- Preparing recommendations for leads, supervisors, etc., for processing transactions for which there is no clear precedent; OR
- Adapting procedures as needed in order to process transactions; OR
- Explaining decisions to investors.
OR
You may substitute education for specialized experience as follows: completed a master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree or LL.B. or J.D., if related.
OR
You may qualify with a combination of experience and education. To combine education and experience, your total qualifying experience is calculated as a percentage of the experience required for the grade level. Then, your education is calculated as a percentage of the education required for the grade level. The two percentages are added together. The total percentage must equal at least 100 percent to qualify for that grade level. Note that only graduate education in excess of the amount required for the next lower grade level can be combined with the appropriate level of experience to qualify applicants for positions at the GS-9 grade level.
Specialized experience for the GS-7 is defined as one year of experience at the GS-5 level, or equivalent that is directly related to the position and which has equipped the candidate with the particular knowledge, skills, and abilities to successfully perform the duties of the position. Specialized experience includes experience carrying out successive steps in fact-finding and analysis of issues necessary to apply securities laws and regulations and approve legal evidence in order to resolve related issues.
Examples of such experience may include:
- Examining and approving legal evidence, forms, and financial instruments or savings bonds to support transactions or claims; OR
- Interacting with co-owners or attorneys in fact (power of attorney) to obtain information and resolve problems; OR
- Using judgement to determine which procedures are applicable to different transactions.
OR
You may substitute education for specialized experience as follows: completed at least 1 full year of graduate level education (18 semester hours, 27 quarter hours or equivalent).
OR
You may have a bachelor's degree and meet one of the following requirements for superior academic achievement: A GPA of 3.0 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last 2 years of study, or a GPA of 3.5 or higher on a 4.0 scale for all courses in the major field of study or those courses in the major completed in the last 2 years of study, or rank in the upper one third of the class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.
OR
You may qualify with a combination of experience and education. To combine education and experience, your total qualifying experience is calculated as a percentage of the experience required for the grade level. Then, your education is calculated as a percentage of the education required for the grade level. The two percentages are added together. The total percentage must equal at least 100 percent to qualify for that grade level.
In addition to the above requirements, you must meet the following time-in-grade requirement, if applicable:
For the GS-9, you must have been at the GS-7 level for 52 weeks.
For the GS-7, you must have been at the GS-5 level for 52 weeks.
Education
This job does not have an education qualification requirement.
Additional information
OTHER INFORMATION:
- We will not pay relocation expenses.
- We may select from this announcement or any other source to fill one or more vacancies.
- This is a bargaining unit position.
- The following locations are represented by their corresponding NTEU chapter:
Parkersburg, WV - NTEU Chapter 190
Hyattsville, MD/Washington, DC - NTEU Chapter 202
Austin, TX - NTEU Chapter 214
Birmingham, AL - NTEU Chapter 220
Philadelphia, PA - NTEU Chapter 223
Kansas City, MO - NTEU Chapter 225 - This position is a non-sensitive, moderate risk, public trust position.
- We offer opportunities for telework, per signed agreement.
- We offer opportunities for flexible work schedules.
Our comprehensive benefits are very generous. Our benefits package includes:
- Challenging work, opportunities for advancement, competitive salaries, bonuses and incentive awards.
- Eleven paid holidays, 13 days of sick leave, and 13 to 26 days of vacation time each year.
- Access to insurance programs that may be continued after you retire.
- A wide choice of health insurance plans, coverage for pre-existing conditions, and no waiting periods. We pay a substantial amount (up to 75%) of the health insurance premiums.
- A retirement program which includes employer-matching contributions.
- Learn more about Federal benefits programs at: https://help.usajobs.gov/index.php/Pay_and_Benefits
The Bureau of the Fiscal Service offers challenging and meaningful work, opportunities for advancement and internal movement to a different career path, a competitive salary, work/life balance, and generous benefits. Maximum telework and flexible work schedule options are also available Incentives such as student loan repayment, recruitment and relocation incentives, and advanced annual leave accrual may be offered. Some remote work opportunities exist. Approval of these incentives and flexibilities are based on the position, business requirements, applicant/employee qualifications and performance, and other work-related factors.
- Benefits
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
Your application includes your résumé, responses to the online questions, and required supporting documents. Please be sure that your résumé includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your résumé may result in a "not qualified" determination.
Rating: Your application will be evaluated in the following areas: Technical, Customer Service, and Analytical
Your application will be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.
Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration.
If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP)) you must receive a score of 90 or better to be rated as "well qualified" to receive special selection priority.
- Benefits
A career with ...
