Financial Operations Associate â Unclaimed Property
Financial Operations Associate â Unclaimed Property
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Job Description
Financial Operations Associate - Unclaimed Property
The Unclaimed Property (UCP) Associate ensures secure handling and competent processing of UCP client information and data along with Chubb payment re-issues. This position is part of the Finance Operations Team as part of the AP Compliance Team located in the Richmond Indiana.
Under the guidance of the AP Compliance Teams supervisor in conjunction with the Escheatment Lead incumbent provides a range of general services in support of UCP activities with duties that include:
- Data cleanup and ongoing data maintenance.
- Assisting with preparation of due diligence letters.
- Developing strong relationships with vendor contacts.
- Responding to inquiries received via phone and email from customers of all levels in a friendly and respectful way.
- Ensuring UPC due diligence responses and documentation meet Chubb compliance requirements.
- Entering payment vouchers.
Preferred knowledge experience and skills:
- Microsoft Office Suite and data processing systems specifically PeopleSoft AP and Tracker Pro
- Records management
- Customer services standards
- Multi-tasking / organizing multiple tasks
- Organizational and time management skills
- Accuracy and attention to detail
- Written verbal and interpersonal communication
- Office operations
- Self-motivated but team-oriented
- Able to follow instructions while also taking appropriate initiative and utilizing common sense
Qualifications
- At least 3 years of applicable work experience in a professional environment.
- Bachelors degree preferred.
- Special consideration given to those with previous unclaimed property / escheatment experience.
Required Experience:
IC
Employment Type
Full-Time
