Operations Analyst - Corrections and Reversals

SEI•Upper Providence Township, PA

7d•Hybrid

About The Position

The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly owned subsidiary of SEI. This role requires a self-motivated, goal oriented individual with the ability to manage multiple tasks in a time sensitive delivery schedule. The Corrections and Reversals team is responsible for managing all client and internal requests to correct transactions on the SEI Wealth Platform.

Requirements

Undergraduate degree and/or equivalent work experience required.
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Nice To Haves

Preference in: Accounting, Finance or Business related field.
The ability to demonstrate effective communication skills to clients, service partners, and internal teams both in written and verbal communication.
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
Must be detail oriented
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Responsibilities

Basic processing and/or service activities specific to team function
Reviewing, analyzing, and entering client information and transactions into multiple systems
Setting up securities, general account level maintenance, and some level of client contact.
Respond to client inquiries in a timely, accurate and professional manner.
Working on special projects as needed.
Perform research & analysis of root cause conditions.
Implement solutions as assigned.
Interact effectively with multiple operational processing teams.
Maintaining the highest level of confidentiality, quality and privacy.
Manage a time-sensitive delivery schedule.
Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.
Preparing and processing error-free transactions accurately and in a timely manner, according to client instructions and according to SEI procedure
Make decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations.
Other duties as assigned