Consultant, Unclaimed Property

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. 

 

 

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