Unclaimed Property Specialist 3

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profile Job Location:

Phoenix, NM - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 days ago
Vacancies: 1 Vacancy

Job Summary

DEPARTMENT OF REVENUE

Funding Arizonas future through excellence in innovation exceptional customer service and public servant-led continuous improvement.

All Arizona State employees operate within the Arizona Management System (AMS) an intentional results-driven approach for doing the work of state government. Our goal is for every ADOR team member to reflect on individual and team performance reduce waste and commit to continuous improvement with sustainable progress. Through AMS every ADOR team member seeks to understand customer needs identify problems improve processes and measure results.

Unclaimed Property Specialist 3

Job Location:

Division of Tax Services
Address: 1600 W Monroe Street Phoenix AZ 85007

Posting Details:

Salary: $23.00/hourly

Grade: 19

Closing Date: 4/13/2026

Job Summary:

The Unclaimed Property Specialist 3 serves as the team lead and subject-matter-expert to the Unclaimed Property Units Processing Team ensuring the unit and team are in compliance with applicable State laws statutes rules regulations policies and procedures that govern its activities. This role is responsible for providing quality assurance to the work being conducted within the unit which includes serving as a final point of approval for unclaimed property claims.

This position may be available for remote work within Arizona (2 days per week in the office/hoteling).


The State of Arizona strives for a work culture that affords employees flexibility autonomy and trust. Across our many agencies boards and commissions many State employees participate in the States Remote Work Program and are able to work remotely in their homes in offices and in hoteling spaces. All work including remote work should be performed within Arizona unless an exception is properly authorized in advance.

Job Duties:

Serves as lead for the Unclaimed Property Claims Processing Team to include:

  • Financial Management & Accounting: Monthly Reconciliation: Perform comprehensive monthly reconciliations of all unclaimed property accounts and distribute detailed monthly financial reports.
  • Year-End Operations: Lead year-end preparation reporting and delivery; maintain precise financial filing systems.
  • Audit Compliance: Serve as the primary liaison for the Auditor General during annual UP reconciliation audits.
  • Fiscal Coordination: Resolve complex transfer discrepancies between Financial Services and the Unclaimed Property unit.
  • Outstanding Reporting: Execute un-cleared reports queries and account for all outstanding holder reports.

  • Securities & Digital Asset Maintenance: Mutual Fund (MF) Portfolio: Mutual Fund (MF) Portfolio: Maintain and reconcile the UP Mutual Fund portfolio; jointly coordinate claims-driven requests to sell or transfer funds back to claimants.
  • Security Reporting: Responsible for entering all security reports into Clearview Connect and researching custodial information for varied security types.
  • Stock Verification: Access Nexen to verify the deposit of stock issues and post dividends and corporate actions that are due.
  • Cryptocurrency & New Assets: Manage the reporting and reconciliation procedures for emerging asset classes including cryptocurrency and digital holdings.
  • Annual Sales: Prepare and reconcile the annual sale of statutory mutual fund items.

  • Holder Relations & Data Integrity: Primary Point of Contact: Act as the lead contact for holders providing timely assistance via phone and email regarding statutes form completion and general FAQs.
  • Data Leadership: Lead all data entry and electronic import procedures for all types of unclaimed property reports (Cash Stocks Mutual Funds etc.).
  • Discrepancy Resolution: Contact holders regarding reporting discrepancies and reconcile annual reports (Remit vs. Report).
  • Process Oversight: Ensure data entry/uploading is occurring at the proper pace and accuracy level.
Knowledge Skills & Abilities (KSAs):

Knowledge:

  • Routine office procedures and office organization; basic PC office machinery and telephone system operating procedures; unclaimed property escheated property securities probate and domestic relations statutes; related industries rules and regulations; policy and procedures for determining ownership of unclaimed property; statute rules and policy governing confidentiality.

    Skill:

  • Using automated systems; mathematics; comprehensive analytical and decision making; interpreting and applying rules regulation and statutes; verbal and written communication.

    Ability:

  • Work in cooperation with internal and external stakeholders; make independent decisions judgments and resolve complex problems; examine records and compile evidence; gather and report facts; comprehend written and verbal instructions and apply them to varying situations; perform difficult analytical work; maintain several assignments concurrently; meet critical deadlines.

Selective Preference(s):

The ideal candidate for this position will have:

  • Any combination that meets the knowledge skills and abilities (KSA); typical ways KSAs are obtained may include but are not limited to: a relevant degree from an accredited college or university such as Associates Degree (e.g. A.A.) training coursework and work experience relevant to the assignment.
  • Work experience and on the job training in the fields of unclaimed property finance audit or securities or college level education in the fields of accounting business or public administration.
Pre-Employment Requirements:

The final candidate will be required to abide by the the following pre-employment checks:

  • This position requires driving or the use of a vehicle as an essential function of the job to conduct State business then the following requirements apply: Drivers License Requirements. Any employee operating a motor vehicle on State business must possess and retain a current valid class-appropriate drivers license complete all required training and successfully pass all necessary drivers license record checks. The license must be current unexpired and neither revoked nor suspended. Employees who drive on state business are subject to drivers license record checks must maintain acceptable driving records and must complete all required driver training. An employee who operates a personally owned vehicle on state business shall maintain the statutorily required liability insurance (see Arizona Administrative Code (A.A.C.) R.11).
  • Successfully pass background and reference checks; employment is contingent upon completion of the above-mentioned process and the agencys ability to reasonably accommodate any restrictions.
  • Arizona Tax Filing Records Check
  • If applicable ASEDRA Authorized Driver Identification Check
  • All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify).
Benefits:

The Arizona Department of Revenue offers a comprehensive benefits package to include:

  • Affordable medical dental life and short-term disability insurance plans
  • Participation in the Arizona State Retirement System (ASRS) and long-term disability plans
  • 10 paid holidays per year
  • Vacation time accrued at 4.00 hours bi-weekly for the first 3 years
  • Sick time accrued at 3.70 hours bi-weekly
  • Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program).
  • Deferred compensation plan
  • Wellness plans
  • Tuition Reimbursement
  • Stipend Opportunities
  • Infant at Work Program
  • Rideshare and Public Transit Subsidy
  • Career Advancement & Employee Development Opportunities
  • Flexible schedules to create a work/life balance

By providing the option of a full-time or part-time remote work schedule employees enjoy improved work/life balance report higher job satisfaction and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion.

Learn more about the Paid Parental Leave programhere. For a complete list of benefits provided by The State of Arizona please visit our benefits page

Retirement:

State employees are required to participate in the Arizona State Retirement System (ASRS) the State sponsored retirement contribution plan and the Long-Term Disability (LTD) program after a 27-week waiting period. The ASRS defined benefit plan provides for life-long income upon retirement. You will also have the option to participate in a voluntary deferred compensation program to take advantage of tax-deferred retirement investments.

On or shortly after your first day of work you will be provided with additional information about the available insurance plans enrollment instructions submission deadlines and effective dates.

Contact Us:

If you have any questions need assistance or would like to request a reasonable accommodation please contact the ADOR Talent Team at .


*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.


Required Experience:

IC

DEPARTMENT OF REVENUEFunding Arizonas future through excellence in innovation exceptional customer service and public servant-led continuous improvement.All Arizona State employees operate within the Arizona Management System (AMS) an intentional results-driven approach for doing the work of state g...
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The Arizona Department of Revenue is consistently striving towards recruiting individuals who are committed to providing quality services to the citizens of Arizona and are passionate about creating solutions to the ever-evolving decisions faced within state government.

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