Controls Analyst- Part Time

SEI • Upper Providence Township, PA

10d • Hybrid

About The Position

The Middle Office Team supports Registered Investment Advisors (RIAs), Money Managers, and the SEI Private Wealth Management Unit by providing exceptional administrative services to high-net-worth clients. The Middle Office Controls Analyst will review, analyze, and enter client information and transactions into processing systems to fulfill requests. Identify related processing issues to ensure accurate completion of the submitted request and provide value added service. This position will be part time, with hours being 9:00am to 2:00pm, Monday - Friday.

Requirements

• Strong dedication to quality customer service.
• Familiarity with the mutual fund industry.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communications skills.
• Ability to prioritize in a high-volume environment.
• Ability to grasp complex concepts, multi-task and be detail oriented.
• Excellent organizational skills and ability to prioritize in a high-volume environment.
• Must be a team player with an ability to work independently with minimal supervision.
• Knowledge of Microsoft Word and Excel.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.

Nice To Haves

• B.S/B.A. in Business, Accounting or Finance preferred.

Responsibilities

• Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, OnBase Unity and others.
• Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions.
• Ensure every client request is completed with the highest quality, confidentiality, and attention to detail.
• Spot errors, identify trends, and recommend smart solutions to enhance our processes.
• Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future.
• Monitor work queues, adjust resources, and complete all items by internal and external cutoff times.
• Learn new functions, participate in departmental projects, and grow your expertise.

Benefits

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• Hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays/year
• 16 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: Associate degree