Consultant, Abandoned and Unclaimed Property Compliance
Core
Consultant supporting clients with compliance of state unclaimed property laws, including mailing search letters, preparing annual reports, and coordinating state payments.
Role type
Associate-level compliance consultant
Builds
State unclaimed property reports and owner outreach letters
Domain
Financial services / Unclaimed property compliance
Required skills
Analytical skills, problem-solving, detail orientation, organizational skills, grammar and proofreading, time management, integrity, confidentiality handling
Preferred skills
Strong verbal and written communication, ability to prioritize tasks, work independently and in teams, manage ambiguity
Technologies
Microsoft Word, Access, Excel, PowerPoint, Outlook
Responsibilities
Respond to client inquiries and requests from tax authorities; Analyze and process client additions, removals, and updates to unclaimed property database; Identify, prepare, mail, and track owner outreach letters; Prepare and assemble state unclaimed property reports; Maintain detailed notes on state and client-specific processes; Handle tasks with high accuracy under time constraints.
Seniority
Associate, individual contributor