Dormant Funds Support Specialist Temp - Excel & Compliance

Staffmark Group; Beavercreek (OH); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Direct deposit

Temporary health benefits

In-office work

Job summary

Staffmark Group is seeking a detail-oriented Unclaimed Funds Support Specialist for a temporary in-office role in Beavercreek, OH. The position involves 40 hours per week, primarily 8:00 AM–5:00 PM or 9:00 AM–6:00 PM, with duties centered on account reconciliation and customer outreach.

This is a non-sales, back-office data role supporting a financial compliance project. You will review dormant accounts, contact members, document outcomes, and ensure deadlines are met while handling sensitive

Qualifications

• Proficiency in Microsoft Excel.
• Excellent attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to work independently and manage tasks within deadlines.

Responsibilities

• Review and process a report of potentially dormant accounts for escheatment.
• Contact members to notify inactivity and determine interest in maintaining or closing accounts.
• Document outcomes accurately and follow up to meet reporting deadlines.
• Collaborate with internal systems to track account activity and responses.
• Maintain confidentiality when handling financial information.

Skills

Excel proficiency

Attention to detail

Communication skills

Independent worker

Job description

Staffmark Group is seeking a detail-oriented Unclaimed Funds Support Specialist for a temporary in-office role in Beavercreek, OH. The position involves 40 hours per week, primarily 8:00 AM–5:00 PM or 9:00 AM–6:00 PM, with duties centered on account reconciliation and customer outreach.

This is a non-sales, back-office data role supporting a financial compliance project. You will review dormant accounts, contact members, document outcomes, and ensure deadlines are met while handling sensitive