Claims Analyst

Profile

Claims Analyst

The candidate will research these settlements to determine the securities and investment periods involved and execute database queries to identify the firm clients that are eligible to file settlement claims. Prepare claims by analyzing client transactions and holdings data, formatting the data, and submitting to external claims administrators. Perform claim audits for clients to determine if all past or current claims have been filed timely and accurately. Read and interpret securities class action settlement notices and claim forms to understand claim eligibility and data requirements. Perform securities research and database queries to identify clients’ investment transactions and holdings relevant for preparing claims. Analyze clients’ transactions and/or holdings to determine universe of claimants that meet the parameters to file claims. Reconcile clients’ transactions against periodic holdings to confirm claims data or identify inconsistencies/deficiencies in transactions records. Research, resolve, and/or escalate inconsistencies/deficiencies in transaction records. Prepare and submit claim forms in paper and/or electronic format. Communicate with outside vendors via telephone or email regarding claim status; cure claim deficiencies and track claim status through distribution or payments. Audit claims filed by third parties; coordinate with third party filers to obtain claim information and to resolve discrepancies; review universe of filed claims for completeness and accuracy. Identify and suggest opportunities to improve claims identification and preparation process. Meet with manager and/or peers as necessary to discuss issues and resolutions. Bachelor’s degree is required, preferably in an analytical discipline (Finance, Accounting, Math), previous relevant experience considered in lieu of a degree. Should preferably have 2+ years of professional experience. An understanding of securities investments (stocks, bonds, options) and securities portfolio statements is preferred.

Company info

Kessler Topaz Meltzer & Check, LLP
280 King of Prussia Road
Radnor
Pennsylvania
United States 19087
Phone : 610-667-7706
Fax : 610-667-7056
Website : http://ktmc.com