Job Summary
A company is looking for an Escheatment Specialist responsible for managing the escheatment and unclaimed property process in compliance with regulations.
Key Responsibilities
- Manage the escheatment process, ensuring accurate reporting and compliance with state and federal regulations
- Develop dashboards and analytics tools to track escheatment trends and operational efficiencies
- Serve as a liaison between various departments to resolve discrepancies and support escheatment processing
Required Qualifications
- Bachelor's degree in Business, Accounting, Finance, or equivalent experience
- 4+ years of experience in the financial industry
- 2+ years of experience in escheatment or regulatory compliance preferred
- Experience with multi-state escheatment reporting is highly desirable
- Proficient in Microsoft Office Suite, particularly advanced Excel skills
Comments