Unclaimed Property Specialist 3

Arizona Department of Administration•Phoenix, AZ

3d•$23•Hybrid

About The Position

The Unclaimed Property Specialist 3 serves as subject-matter-expert to the Unclaimed Property Unit’s 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 specifically focuses on the complex financial reconciliation of diverse asset classes, including stocks, mutual funds, and digital assets (cryptocurrency). The purpose of this position is to efficiently and effectively collect, safeguard, and distribute unclaimed property to the rightful owners through prompt and courteous service, and to provide education to the public and holders about Unclaimed Property Laws. 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 State’s 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.

Requirements

Knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
Knowledge of Federal and State laws, statutes, rules, regulations, policies, and procedures regulating confidentiality requirements
Knowledge of investigative and research techniques
Knowledge of all required supporting documentation necessary to make unclaimed property claims determinations
Strong verbal, written, and active listening skills
Strong customer service skills to include conflict de-escalation and resolution techniques
Effective interpersonal skills and demeanor
Effective organization and time management skills with the ability to make measurable progress on several tasks simultaneously and work in high-pressure situations
Strong mathematical skills such as addition, subtraction, multiplication, division, percentage, and averages
Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive
Ability to clear a comprehensive background and clearance process that includes an Arizona tax compliance verification, and a criminal background check through the FBI via level one fingerprint clearance through the Arizona Department of Public Safety
Ability to work with a high degree of autonomy and also participate collaboratively as part of a team
Ability to work in a confidential manner, ensuring information is shared with internal and external individuals in an appropriate manner
Ability to convey unclaimed property related terminology and information in layman's terms
Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, and classifying and synthesizing the data into fundamental issues for problem solving.

Nice To Haves

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 Associate’s Degree (e.g., A.A.), training, coursework, and work experience relevant to the assignment.
Minimum of three years' experience with unclaimed property and/or claims/audit related work

Responsibilities

Serves as lead for the Unclaimed Property Claims Processing Team to include:
Subject-matter expert unit/team operations
First point of escalation for Unclaimed Property Specialist 2’s
Workflow coordination of Unclaimed Property Specialist 2’s
Peer mentor to Unclaimed Property Specialist 2’s
Provides "back up" monitoring for supervisor as needed
Completes unclaimed property claims reviews and investigations and determines the final decision and outcome
Reviews and approves unclaimed property claims reviews completed by Unclaimed Property Specialist 2’s
Analyzes and interprets applicable State laws, statutes, rules, regulations, policies, and procedures regarding unclaimed property, probate, and domestic relations matters
Utilizes research tools to review public, court, real property, vital statistic, corporate, and other miscellaneous records
Communicates complex information to claimants and property holders to determine ownership of unclaimed property in and accurate and professional manner
Writes correspondences, including requests for evidence, formal decision notices, and explanations of policies, procedures, and practices to claimants
Conducts initial and follow-up claimant interviews and investigations, primarily through phone but sometimes in-person, to elicit information to assist with claim determinations
Resolves routine issues and complaints from claimants, and assists Unclaimed Property Specialist 2’s with difficult claims
Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated
Completes all required training in a timely manner.
Participates in assigned work teams as appropriate.
May complete periodic metrics, projects, huddle boards and reports as requested.

Benefits

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