Lead Specialist- Tax Reporting & Unclaimed Funds Ops
Lead Specialist- Tax Reporting & Unclaimed Funds Ops
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Job Description
Location:
4224 Ridge Lea Road Amherst New York 14226Location This role is Hybrid requiring a minimum of 2 scheduled days inoffice each week
Hours: MondayFriday from 8:00am5:00pm
Overview:
The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprisewide Tax Reporting and Unclaimed Funds governance and related operational processes.
Essential Job Functions:
- Construct appropriate and professional communications as necessary. Research/respond to email requests and phone inquiries from clients branches and other internal departments
- Assist with Quest and Sub product changesclient inquiries
- Assist with IRA/Health Savings Account transaction discrepancy report review/resolution
- Assist Retirement Reporting System daily balancing
- Contribute ideas for process and service improvement opportunities; champion and support improvement initiatives
- Independently perform diverse functional tasks with minimal supervision and a high level of adaptability
- Active participant on project teams; complete smaller scope projects independently
- Assist in creating/updating current procedures as changes occur in the process
- Meet performance objectives for accuracy and timeliness in completing actions
- Successfully prioritize workload of various types of activities with completion date requirements.
Minimum Requirements:
- High School Diploma/equivalent required
- Minimum 1 year in an operations role with demonstrated compliance and regulations experience required
- Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred
- Excellent oral written and interpersonal skills Listen to others speaks effectively uses diplomacy and tact can quickly find common ground and solve problems
- Demonstrate attention to detail organizational skills while managing multiple tasks
- Digital literacy in Office365 including Word and Excel
- Proven ability to use various computerbased systems balancing experience and understanding of compliance risks
- Ability to learn detailed processes quickly and function independently with limited supervision
- Proven ability and commitment to high performance by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interaction
- Knowledgeable in deposit products and regulations
- Strong research skills and proven problem resolution skills
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $21.00 to $23.00 per hour depending on location and jobrelated factors such as level of experience.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/10/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Unclear Seniority
Employment Type
Full-Time
