Unclaimed Property Assistant
3 weeks ago
Title: Unclaimed Property Assistant
Location: Richmond, IN 47374
Duration: 12 months (Temp to Perm)
Job Schedule The positions enjoy a 3:2 hybrid schedule, working Mondays through Wednesdays in the office, with Thursdays and Fridays remote.
Job Hours- 8:00am -5:00pm
Job Summary:
Unclaimed Property (UCP) Assistants ensure secure handling and competent processing of UCP client information and data, along with Client payment reissuements. These one-year assignments reside in North America Financial Operations, as part of the AP Compliance Team located in the Richmond [Indiana] Operations Center.
Job Responsibilities
- Under the guidance of the AP Compliance Team’s supervisor, in conjunction with the Escheatment Lead, incumbents will provide a range of general services in support of UCP activities with duties that include:
- Data cleanup and ongoing data maintenance.
- Assisting with preparation of due diligence letters.
- Developing strong relationships with vendor contacts.
- Responding to inquiries received via phone and email from customers of all levels, in a friendly and respectful way.
- Ensuring UPC due diligence responses and documentation meet Client compliance requirements.
- Entering payment vouchers.
Skills
- Microsoft Office Suite and data processing systems – specifically PeopleSoft AP and Tracker Pro
- Records management
- Customer services standards
- Multi-tasking / organizing multiple tasks
- Organizational and time management skills
- Accuracy and attention to detail
- Written, verbal, and interpersonal communication
- Office operations
- Self-motivated but team-oriented
- Able to follow instructions while also taking appropriate initiative and utilizing common sense
Education and Experience
- At least 3 years of applicable work experience in a professional environment.
- Associate's or Bachelor's degree preferred.
- Special consideration given to those with previous unclaimed property / escheatment experience.
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