CONTACT REPRESENTATIVE (OA), GS-0962-5/6/7

Duties

NOTE: If the position is filled at a lower grade level, subsequent promotion to the next grade level will be processed without further competition under the Merit Promotion Program at such time as performance and qualification requirements are met and classification review discloses the duties being performed properly warrant classification to the next higher grade level.

SUMMARY OF DUTIES: The incumbent is responsible for ensuring the timely preparation of probate cases, maintaining accurate probate filing and tracking systems, and supporting the BIA probate function:
· Assists Specialist in preparation of guidance in estate planning and drafting of wills, life estates, codicils, revocations of wills, etc.
· Maintains statistical records on estate planning, estate administration, will drafting and summary distributions.
· Provides assistance on future dispositions or transfer of trust and restricted property.
· Maintains data in automated probate tracking systems from "notification of death until distribution of trust assets" occurs.
· Changes appropriate records (manual and automated) to reflect changes in records as a result of Orders issued by the Administrative Law Judges or Attorney Decision Makers.
· Prepares necessary and proper documentation for distribution of trust assets to close estate accounts in accordance with Orders issued by the Administrative Law Judges or Attorney Decision Makers.
· Prepares necessary and proper documentation for distribution of trust assets to close estate accounts in accordance to Orders.
· Assists in the preparation, proper assembly and transmittal of all documents required including heirship data required by regulations or requested for probate purposes.
· Receives calls and visitors and answers inquiries from owners of trust and restricted land regarding rules governing probate.
· Types correspondence, reports, memorandum, and other documents.
· Assembles outgoing material and documents according to prescribed policy and procedures.
· Files and maintains probate records in accordance with Indian Affairs Manual (IAM) and other instructions.

Qualifications

EXPERIENCE AND EDUCATION REQUIREMENTS: (OPM Operating Manual, Qualification Standards for One-Grade Interval Clerical and Administrative Support Positions, GS-0962).

GS-7: 1 year of specialized experience equivalent to the GS-6 grade level assisting probate specialists in the preparation of guidance in estate planning and drafting of wills, life estates, codicils, revocations of wills, etc. Prepare necessary and proper documentation for distribution of trust assets to close estate accounts, assemble outgoing material according to policy procedures; files and maintains probate records; and utilizes automated data tracking systems. These examples are not all inclusive (refer to the summary of duties for specialized experience).

GS-6**:** 1 year of specialized experience equivalent to the GS-5 grade level assisting probate specialists by providing technical assistance work in support of probate processes; maintain data tracking system; prepare necessary and proper documentation for distribution of trust assets to close estate accounts, assemble outgoing material according to policy procedures, files and maintains probate records; assisting with incoming and outgoing mail. These examples are not all inclusive (refer to the summary of duties for specialized experience).

GS-5**:** 1 year of specialized experience equivalent to the GS-4 grade level assisting probate specialists by providing technical assistance work in support of probate processes; maintain data tracking systems; assist with incoming and outgoing mail. These examples are not all inclusive (refer to the summary of duties for specialized experience) OR 4 years of successfully completed education above the high school level in any field at an accredited business, secretarial or technical school, junior college, college or university. (One year of full-time academic study is defined as 30 semester hours, 45 quarter hours, or the equivalent in a college or university, or at least 20 hours of classroom instruction per week for approximately 36 weeks in a business, secretarial, or technical school.)

PROFICIENCY REQUIREMENTS**:** In addition to meeting the experience or education requirements, for all positions titled as Office Automation or any clerical positions which has parenthetical title of Office Automation (OA), applicants must have typing proficiency of 40 words per minute (wpm) and knowledge of general office automation software such as, word processing, personal computer, electronic mail, database management, spreadsheet, etc. Failure to provide OA proficiency will resut in loss of consideration. Applicants may meet the office automation requirement by passing the appropriate test, presenting a certificate of proficiency from a school or other organization authorized to issue such certificates by the Office of Personnel Management local office or by self-certifying their proficiency.

Education

FOREIGN EDUCATION: If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript in order to receive credit for that education.xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /

 

Qualifying education from colleges and universities in foreign countries must be evaluated in terms of equivalency to that acquired in U.S. colleges and universities. Applicants educated in whole or in part in foreign countries must submit sufficient evidence, including transcripts, to an accredited private organization for an equivalency evaluation of course work and degree. You must provide a copy of the letter containing the results of the equivalency evaluation upon request. Failure to provide such documentation when requested will result in lost consideration.

 

For more information regarding evaluation of foreign education for federal employment, please visit the U.S. Dept of Ed.