Consultant, Unclaimed Property

DuCharme McMillen & Associates, Inc. • Full-time • United States • 1m ago

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:

2024 Great Places to Work Certified
Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous PTO package including paid floating holidays and paid volunteer time off
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary

The Consultant provides unclaimed property compliance and consulting services. Support client portfolio to prepare jurisdictional unclaimed property reports on a seasonal basis. Performs and assists in data modeling and standardization, financial system general ledger reconciliations and automation, and other various tasks related to Unclaimed Property.

Essential Duties and Responsibilities

Identify, research, and document potential unclaimed property
Standardize client’s source data utilizing technology solutions
Conduct data analytics on client unclaimed property records and organize client data by means of systems review and data integration
Generate due diligence letters
Manage, track, and organize owner responses
Reissue owner payments
Conduct basic unclaimed property research under supervision
Prepare and remit unclaimed property reports and requests for funding adhering to designated calendar deadlines
Communicate written and verbally to convey information effectively both internally and externally
Keep informed of current technical developments and effectively apply knowledge to client situations

Non-Essential Duties and Responsibilities

Assist with special projects as needed
Perform other duties as assigned

Education and Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or related field
1-3 years relevant experience in unclaimed property or similar field
Superior customer service skills
Intermediate Microsoft Excel and Word skills required
Experience with data extraction/standardization and analytic technologies
Excellent verbal and written communication skills
Accountable and adaptable, with special adherence to time management under crucial deadline
Ability to travel as needed (approximately 5-10%)
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

#LI-REMOTE

#LI-AL1

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