Unclaimed Funds Specialist — Excel & Compliance (On-Site)

Staffmark

Beavercreek (OH)

On-site

USD 2,066,000 - 3,031,000

Full time

14 days+
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Benefits offered by this job

Hourly weekly pay
Direct deposit
Temporary health benefits

Job summary

Staffmark is seeking an organized Unclaimed Funds Support Specialist for a 3-6 month temporary, in-office role in Beavercreek, OH. You will help manage dormant accounts and outreach to members, ensuring accuracy and compliance in all documentation.

The ideal candidate will be proficient in Microsoft Excel, detail-oriented, and capable of independent work within defined timelines, with on-site hours 8:00 AM–5:00 PM or 9:00 AM–6:00 PM, Monday–Friday.

Qualifications

  • Proficient in Microsoft Excel and data handling.
  • Strong attention to detail and accuracy in records.
  • Good verbal and written communication for outreach.
  • Ability to work independently within deadlines.

Responsibilities

  • Review potentially dormant accounts and escheatment processes.
  • Contact members to discuss inactivity and account status.
  • Document outcomes and follow up to meet deadlines.
  • Coordinate with internal data files to track activity.
  • Maintain confidentiality while handling sensitive financial data.

Skills

Excel
Attention to detail
Communication
Independent worker
On-site work

Tools

Microsoft Excel

Job description

Staffmark is seeking an organized Unclaimed Funds Support Specialist for a 3-6 month temporary, in-office role in Beavercreek, OH. You will help manage dormant accounts and outreach to members, ensuring accuracy and compliance in all documentation.

The ideal candidate will be proficient in Microsoft Excel, detail-oriented, and capable of independent work within defined timelines, with on-site hours 8:00 AM–5:00 PM or 9:00 AM–6:00 PM, Monday–Friday.

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