Provide specialized asset recovery services within the Unclaimed Property practice
Manage client engagements, perform data analysis, and oversee the claim process to recover unclaimed property from state agencies and other entities
Standardize and validate client data using Microsoft Excel and technology-driven solutions
Identify, research, and document potentially recoverable unclaimed property using proprietary tools
Conduct data analytics and organize client data through systems review and integration
Generate and submit asset recovery claim forms; track and manage claims throughout the process
Communicate proactively with clients regarding claim status and expectations
Prepare recovery reports and funding requests in alignment with deadlines
Stay current on technical developments and apply knowledge to client engagements
Requirements
Bachelor’s degree required
1+ years in asset recovery, technology, or accounting preferred
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint); advanced Excel skills required
Advanced capability to analyze complex data sets and translate trends into actionable insights
Demonstrated ability to manage complex workloads through strong time management and prioritization skills
Familiarity with data extraction, standardization, and analytic technologies
Excellent written and verbal communication skills; strong client relationship management and service orientation
Demonstrated problem-solving and analytical thinking for recovery processes
Ability to work independently with strong attention to detail and accuracy in data handling and claim submissions
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.
Benefits
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 time off package
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, and the overall wellness of our employees