Project Support Associate

Flores Financial Services Inc

Santee, CA

JOB DETAILS
SKILLS
Accounting, Administrative Skills, Business Operations, Business Support, Communication Skills, Cross-Functional, Customer Support/Service, Data Quality, Detail Oriented, Documentation, Due Diligence, English Language, Establish Priorities, Human Resources, Maintain Compliance, Multilingual, Operational Support, Operations, Organizational Skills, Payroll Accounting, Payroll Management, Presentation/Verbal Skills, Record Keeping, Regulatory Compliance, Spanish Language, State Laws and Regulations, Telephone Skills, User Interface/Experience (UI/UX), Writing Skills
LOCATION
Santee, CA
POSTED
Today

Position Summary

The Project Support Associate provides essential administrative, operational, and cross-functional support across front-end reception functions and key internal departments including Human Resources, Accounting, and Payroll. This role plays a critical part in supporting Unclaimed Property (UCP) compliance processes, ensuring accurate documentation, communication, and coordination of due diligence mailings in alignment with state requirements.

The ideal candidate is highly detail-oriented, organized, and capable of managing sensitive information with professionalism and confidentiality. Strong communication skills in both English and Spanish (spoken and written) are required.

Key Responsibilities

Front-End & Administrative Support

  • Provide front desk receptionist support, including greeting visitors, answering incoming calls, and directing inquiries appropriately
  • Assist with general administrative tasks to support daily business operations across departments
  • Support HR and Accounting teams with clerical and coordination tasks as needed

Unclaimed Property (UCP) Compliance Support

  • Assist in producing approved due diligence mailings for all reportable UCP in accordance with state regulations
  • Ensure proper documentation of all outgoing UCP mailings for audit and compliance purposes
  • Monitor and track email responses received from UCP mailing recipients and accurately document all contact activity

Verification & Data Integrity

  • Verify personal information received from respondents to confirm identity and ensure communication is with the rightful payee
  • Maintain accurate records of verified contacts and supporting documentation in compliance systems

Payroll Coordination Support

  • Compile verified respondent information into the required format specified by the Payroll team
  • Provide complete and accurate documentation to the payroll team for potential reissue processing
  • Escalate payroll-specific or complex cases to the designated Payroll contact for resolution

Communication & Customer Support

  • Communicate professionally with respondents via email and telephone regarding general UCP inquiries
  • Provide clear, accurate, and courteous explanations of the UCP process
  • Ensure all communication is documented in accordance with compliance standards
  • Respond appropriately in both English and Spanish, maintaining a high level of professionalism

Required Skills & Qualifications

  • Bilingual: Fluent in English and Spanish (spoken and written)
  • Strong attention to detail and organizational skills
  • Excellent written and verbal communication abilities
  • Ability to handle confidential and sensitive information appropriately
  • Proficiency in email communication and basic office systems
  • Ability to prioritize tasks in a fast-paced, compliance-driven environment
  • Customer service or administrative support experience preferred

Preferred Experience

  • Experience in administrative support, payroll coordination, HR support, or compliance-related roles
  • Familiarity with documentation processes and recordkeeping standards
  • Exposure to accounting or payroll operations is a plus

About the Company

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Flores Financial Services Inc