Unclaimed Property Analyst

3 months ago

Toronto, Canada Foresters Financial Services, Inc. Full time

Career Opportunity

Role Title

Unclaimed Property Analyst

Purpose of role

The Unclaimed Property Analyst will work on behalf of Insurance Operations to establish and maintain procedures consistent with applicable US and Canadian Unclaimed Property laws, investigate and help resolve unclaimed property issues. The Unclaimed Property Analyst will assist in creating and maintaining adequate reporting, as well as adhere to compliance related deadlines. The Unclaimed Property Analyst will work with other departments to investigate, help locate and contact payees who have funds owed to them, ensure accuracy in escheatment and reporting, conduct lost policy searches, and interact with examiners as required for audit purposes.

**Job Description**:
Key Responsibilities
- Ensure all unclaimed property for Foresters Financial Insurance Operations is handled, reported and escheated in compliance with state and provincial unclaimed property regulations. This includes any companies managed by Foresters Financial, such as Foresters US and Canadian branches, Foresters Life Insurance Company, and Canada Protection Plan, and others as needed.
- Maintain strict timelines according to state due dates
- Cleanse and validate payment data and prepare report filings
- Request and prepare files for all stages of escheatment cycles
- Responsible for working with state/provincial government and vendors to identify inforce certificates and any resulting claims
- Assist Operations departments in the identification of unclaimed property and movement of unclaimed property funds to unclaimed property accounts
- Update and maintain systems tracking and document unclaimed property activities, prepare due diligence letters in accordance with regulations and manage outstanding cheques.
- Responsible for producing reports and metrics on unclaimed properties to leadership and Finance on a recurring basis
- Assist with external unclaimed property/escheatment audits and internal department audits
- Ensure all journal entries are entered timely and are appropriately supported and accurate
- Assist in identification, creation, and implementation of process improvements
- Reconciliation of unclaimed property account(s)
- Oversee Operational unclaimed property process and be the contact for all state and province inquiries and member/policyholder inquiries related to unclaimed property
- Identify discrepancies in escheatment and accounts and resolve
- Ensure processes are in compliance with state Lost Policy Finder programs
- Inform and educate other Operations Departments about unclaimed property
- Create and update procedural documentation on new state/provincial regulations
- Performs other duties as assigned

Key Qualifications
- Post-secondary degree or diploma in business, finance or related field and equivalent working experience
- 3+ years of progressive knowledge in unclaimed property, operations principles, insurance industry and fundamental accounting
- Knowledge of Microsoft Office suite of products. Strong Excel and Word skills required.
- Excellent organizational and attention to detail.
- Ability to work with and communicate to third-party vendors, operational teams, Finance and Finance Management Operations department
- Team oriented. Effective self-starter with excellent interpersonal skills.
- Strong operational decision making, research, and data analysis skills.
- Excellent communications skills, both verbal and written. Facilitates fact-based decision making.
- Approachable, passionate, solutions finder with proven ability to identify and implement business process improvements.
- Ability to initiate and drive projects/initiatives from conception to completion with mínimal guidance or follow ups.
- Experience working with multiple stakeholders at all levels of the organization.
- Ability to handle situations where information is difficult to obtain, complex or ambiguous.
- Demonstrated independent ability to prioritize, multi-task and work to tight timelines.
- Strong sense of personal accountability, teamwork, professional discretion and adaptability to changing business needs.

LI-Hybrid

Equal Opportunity Employment and Inclusion - _at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves._
- in advance of your appointment._

  • Property Tax Analyst

    2 weeks ago

    Toronto, Canada ISC Full time

    Company Name:Reamined Systems Inc.Location: Toronto, Ontario Status: 12 month ContractJob Close Date: August 30, 2024 We are Reamined Systems INC. (RSI), an provides specialized real property assessment and tax delivery assistance to municipalities in Ontario, Canada. Our people are what drives our innovation, growth, and well-being.We are looking for a...

  • Analyst, Retail

    2 months ago

    Old Toronto, Canada QuadReal Property Group Full time

    About QuadReal Property GroupQuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $73.8 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...

  • Analyst, Retail

    2 months ago

    Old Toronto, Canada QuadReal Property Group Full time

    About QuadReal Property GroupQuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $73.8 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...

  • Tax Operations Analyst

    3 months ago

    Toronto, Canada CB Canada Full time

    Tax Operations Analyst On behalf of our client in the Banking Sector, PROCOM is looking for a Tax Operations Analyst. Tax Operations Analyst – Job Description The Analyst will provide a range of analytical/process support, reporting, analytics and assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenue Quebec...

  • Property Financial Analyst

    2 weeks ago

    Old Toronto, Ontario, Canada Accoravillage Full time

    JOB TITLE: Property Financial AnalystDEPARTMENT: AccountingREPORTS TO: Director of Property AccountingDURATION: Contract PositionThe Property Financial Analyst will undertake a range of accounting and analytical tasks, contributing to the preparation of financial statements and reports. This role collaborates closely with team members to ensure accurate and...

  • Wealth Ops Analyst I

    3 months ago

    Toronto, Canada TD Bank Full time

    **Wealth Ops Analyst I**: - 416675BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth Operations...

  • Tax Analyst

    3 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **The Analyst will provide a range of analytical/process support, reporting, analytics and assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenue Quebec (RQ). The Analyst will also work to...

  • Tax Analyst

    3 months ago

    Toronto, Canada TD Bank Full time

    **Tax Analyst - Wealth Operations**: - 432111BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** The Analyst...

  • Analyst, Property Tax Services

    2 months ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services page is loaded Analyst, Property Tax Services Apply locations Toronto - 181 Bay St time type Full time posted on Posted 30+ Days Ago job requisition id JR13215 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are...

  • Analyst, Property Tax Services

    2 months ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services page is loaded Analyst, Property Tax Services Apply locations Toronto - 181 Bay St time type Full time posted on Posted 30+ Days Ago job requisition id JR13215 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are...

  • Senior Claims

    2 months ago

    Toronto, Canada American International Group Full time

    Join us in Commercial Property to take your career to the next level with a global market leader.At AIG, we are reimagining the way we help customers to manage risk. Join us as a Claims Analyst IV - Commercial Property to play your part in that transformation. It's an opportunity to grow your skills

  • Analyst, Property Tax Services

    2 months ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services page is loaded Analyst, Property Tax Services Apply locations Toronto - 181 Bay St time type Full time posted on Posted Yesterday job requisition id JR13215 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it....

  • Analyst, Property Tax Services

    2 months ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services page is loaded Analyst, Property Tax Services Apply locations Toronto - 181 Bay St time type Full time posted on Posted Yesterday job requisition id JR13215 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it....

  • Asset Management Analyst

    2 weeks ago

    Toronto, Ontario, Canada Starlight Group Property Holdings Inc. Full time

    Location: Head OfficeOverview:This role is under the supervision of the Director of Asset Management. The Analyst plays a crucial role in generating and evaluating operational and financial reports, monitoring capital expenditures, aiding in the formulation of annual operating budgets, consolidating due diligence materials for property sales/financing, and...

  • Tax Reporting Analyst

    3 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

  • Analyst, Property Tax Services

    3 weeks ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers’ continued...

  • Analyst, Property Tax Services

    3 weeks ago

    Old Toronto, Canada Colliers International Full time

    Analyst, Property Tax Services Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers’ continued...

  • Asset Management Analyst

    2 weeks ago

    Toronto, Ontario, Canada Starlight Group Property Holdings Inc. Full time

    Location: Head Office Overview: This role is accountable to the Director of Asset Management. The Analyst will engage in the generation and evaluation of operational and financial reports, monitor capital expenditures, aid in the formulation of annual operating budgets, consolidate due diligence documentation for property sales/financing, and support various...

  • Analyst, Asset Management

    2 months ago

    Toronto, Canada Starlight Group Property Holdings Inc. Full time

    Location Head Office Overview This position reports to the Director of Asset Management. The Analyst is responsible for the output and analysis of operational and financial reporting, tracking of capital expenditures, assisting in the preparation of annual operating budgets, consolidating due diligence materials for property...

  • Property Investment Analyst

    2 weeks ago

    Old Toronto, Ontario, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

    Why You'll Appreciate Being Part of Our Team:A high-performance culture that prioritizes people.Our dedication to equity, diversity, and inclusion, which are essential to our workplace and overall success, fostering an environment where employees feel valued and empowered to be their true selves.Opportunities for learning and professional development,...