Comptroller - Custody Services Specialist (Financial Analyst I)
Full job description
Comptroller - Custody Services Specialist (Financial Analyst I) (00051466)
Organization: COMPTROLLER OF PUBLIC ACCOUNTS
Primary Location: Texas-Austin
Work Locations: Lyndon B Johnson Building (304-00001) 111 E 17th Street Austin 78774
Job: Business and Financial Operations
Employee Status: Regular
Schedule: Full-time
Standard Hours Per Week: 40.00
Travel: Yes, 5 % of the Time
State Job Code: 1080
Salary Admin Plan: B
Grade: 20
Salary (Pay Basis): 5,333.33 - 5,666.67 (Monthly)
Number of Openings: 1
Overtime Status: Exempt
Job Posting: Jul 31, 2025, 8:19:44 AM
Closing Date: Aug 13, 2025, 11:59:00 PM
Description
Applications must be filed at
https://capps.taleo.net/careersection/304/jobdetail.ftl?job=00051466&tz=GMT-5:00&tzname=America/Chicago
Are you ready to grow, make a positive impact? If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!
Innovation, collaboration, and a commitment to excellence best describes the culture here at the Comptroller’s Office. We take pride in the work we do serving as Texas' accountant, tax collector, treasurer, and much more! The Comptroller’s office serves virtually every citizen in the state. As Texas’ chief tax collector, accountant, revenue estimator, treasurer and purchasing manager, the agency is responsible for writing the checks and keeping the books for the multi-billion-dollar business of state government.
Our agency workforce is as diverse as the people of Texas we serve. We value our employees and take very seriously our collective commitment to public service. Personal development opportunities are strongly encouraged through available workshops, teambuilding exercises, and on the job training. We offer flexible scheduling that helps employees maintain a healthy work-life balance.
Click here to see an inside look at the Texas Comptroller’s office
General description
The Unclaimed Property Division is responsible for administering the state’s unclaimed property program and returning abandoned property to its rightful owners. To accomplish this objective, division staff receives and processes property reports from holders; provides information and assistance to claimants; verifies and processes claims, evaluates data for system implementation and manages the contract audit and voluntary disclosure programs. Owner outreach efforts include posting available properties on two online searchable databases (ClaimItTexas.gov and Missingmoney.com) and owner notice mailings.
This position is responsible for reviewing and addressing a large backlog of stocks and securities imbalances between the custodian's system and the unclaimed property system. They perform historical stock research, maintain the inventory of active and inactive physical certificates and respond to claimant correspondence, telephone inquiries and escalations. When claims with security-related properties are filed, they re-register or liquidate the securities as requested by the claimants. We are looking for an individual with a background in customer service as well as trust, brokerage, or banking.
This position may be eligible for a flexible/hybrid work schedule if certain conditions are met; working arrangements may change at any time as business necessitates.
Qualifications
Education:
Graduation from an accredited four-year college or university with a bachelor’s degree is required.
Preferred Education:
Bachelor’s degree from an accredited college or university with major course work in accounting, finance, business or a related field is preferred.
Experience:
Two (2) two years of experience reconciling accounting figures, financial records or analyzing stock or securities data
Three (3) three years of customer service experience
Two (2) years of unclaimed property, custody systems or transfer agent, brokerage, trust or banking operations experience
Preferred Experience:
Transfer Agent Operations
Trust Operations
Banking Operations
Brokerage Operations
Custody Systems
Analyzing stock or securities transactions
Substitution:
One additional year of full-time experience providing customer service or reconciling accounting figures or financial records may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years).
Preferred Licenses/Certifications:
Certified Treasury Professional (CTP) and/or Certified Securities Operations Professional (CSOP) are preferred.
In this role you will:
Perform security property rollbacks. Research unreconciled CUSIPs to identify unapplied corporate actions, sales and/or dividends and then updates securities properties in UP2. Research and update stock properties on high priority claims.
Prepare, review, and monitor the initiation of transfer instructions for approved transfer requests including updates to the system of record for accounting transactions. Monitor and follow-up on outstanding approved transfer requests to ensure timely completion.
Answer email, letter and telephone inquiries from claimants; provide guidance on re-registration and documentation requirements and status.
Military (Veterans) Preference:
To receive military (veteran's) preference, a copy of your DD214 (Member 4) is required.
Surviving Spouses or Orphans must provide DD 1300 or DD 214.
Required documents must be attached to the application when it is submitted in order to receive military (veterans) preference.
Veterans, Reservist or Guardsmen with an MOS or additional duties that fall within the essential duties of the job position or other related fields pertaining to the minimum experience requirements may meet the minimum qualifications. All active duty, reservists, guardsmen, and veterans are encouraged to apply if they meet the qualifications for this position. Please call Human Resources, CPA Veterans Liaison at 512-475-3560/800-531-5441 for more information or assistance.
Military Occupational Specialty (MOS) codes that may correspond to the state classification title for this position are listed on the State Auditor’s Office Job Descriptions; click on the occupational category for the position. Additional MOS can be found at the State Auditor’s Office Military Crosswalk Guide. The Texas Veterans Commission provides helpful employment information. Go to: http://www.texasskillstowork.com, http://www.onetonline.org, https://hr.sao.texas.gov/CompensationSystem/JobDescriptions/ or www.careeronestop.org for assistance translating your military experience and training courses into civilian job terms, qualifications/requirements and skill sets.
Important Note to the Candidate:
Salary is contingent upon qualifications. If you are scheduled for an interview and require any reasonable accommodation in our interview process, please inform the hiring representative who calls you to schedule your interview. Whenever possible, please give the hiring representative sufficient time to consider and respond to your request.
An applicant must be eligible to work in the United States to be hired at the Comptroller’s office and must remain eligible, without sponsorship or any assurance of financial or other assistance from this agency, during the term of their employment.
Applicants must ensure that their application contains all relevant work history and other rquired information. Submission of a resume does not take the place of a completed application.
Applications submitted through Work In Texas:
Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. To complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile.
The Comptroller’s Office is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, ****** orientation, age, citizenship, marital status, disability, gender identity.