Consultant

• The Consultant provides unclaimed property compliance and consulting services.
• The individual will be responsible for managing their own client portfolio, including the preparation and submission of jurisdictional unclaimed property reports on a seasonal schedule.
• Core responsibilities include performing and assisting with data modeling and standardization, reconciling financial system general ledgers, and contributing to process automation initiatives.
• Identify, research, and document potential unclaimed property in accordance with jurisdictional requirements.
• Standardize client source data using technology-driven solutions to ensure accuracy and consistency.
• Conduct data analytics and system reviews to organize, validate, and integrate unclaimed property records.
• Generate and distribute due diligence letters in compliance with statutory requirements.
• Manage, track, and organize owner responses, ensuring timely follow-up and resolution.
• Process reissuance of payments to verified property owners.
• Conduct basic unclaimed property research under supervision, supporting more complex analyses.
• Prepare and remit unclaimed property reports and funding requests in alignment with state-specific deadlines and calendars.
• Communicate effectively in both written and verbal formats with internal teams and external clients.
• Stay current on unclaimed property regulations and technical developments, and apply this knowledge to client engagements.

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