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.
Serves as lead for the Unclaimed Property Claims Processing Team to include:
- Subject-matter expert unit/team operations
- Essential Duties and Responsibilities include but are not limited to:
- 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
30%
- 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.
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 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
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: Driver’s License Requirements. Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks. The license must be current, unexpired, and neither revoked nor suspended. Employees who drive on state business are subject to driver’s 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.) R2-10-207.11).
- Successfully pass background and reference checks; employment is contingent upon completion of the above-mentioned process and the agency’s 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).
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 program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page
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.
If you have any questions, need assistance, or would like to request a reasonable accommodation, please contact the ADOR Talent Team at talentgroup@azdor.gov.
*The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer.