Operations Analyst - Corrections & Reversals

SEI•Upper Providence Township, PA

10d

About The Position

The Operations Analyst works on the Corrections and Reversals team at SEI Private Trust Company, a wholly owned subsidiary of SEI. The team manages client and internal requests to correct transactions on the SEI Wealth Platform. This role suits a self-motivated, goal-oriented individual who can manage multiple tasks within a time-sensitive delivery schedule. The analyst processes and services team activities, reviews and enters client information and transactions across multiple systems, sets up securities, performs general account maintenance, and handles some client contact. The role also involves responding to inquiries, researching root causes, implementing assigned solutions, coordinating with operational teams, and preparing accurate, error-free transactions in accordance with client instructions and SEI procedures. The analyst may work on special projects and perform other duties as assigned. The position requires sound judgment when handling issues that may affect company financials, including making recommendations based on policies, procedures, and regulations. The analyst is expected to protect confidentiality, quality, and privacy, manage deadlines, and recommend compliant improvements to operational processes, systems, policies, and procedures. SEI states that it will not hire individuals who require sponsorship for employment or continued employment now or in the future.

Requirements

Undergraduate degree and/or equivalent work experience required.
Knowledge of Microsoft Office products, including Word, Excel, Access, and Outlook.
Must be able and willing to work independently and as part of a team in an open-floor environment.
Must be detail oriented.
Must not require sponsorship for employment or continued employment now or in the future.

Nice To Haves

Preference for an undergraduate degree in Accounting, Finance, or a related business field.
Effective written and verbal communication with clients, service partners, and internal teams.
Ability to coordinate, manage, and complete multiple duties and assignments concurrently within acceptable timelines.
Ability to provide excellent customer service to internal and external clients and service partners, respond professionally and promptly to inquiries, and handle problems.
Commitment to SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Responsibilities

Perform basic processing and service activities specific to the team’s function.
Review, analyze, and enter client information and transactions into multiple systems.
Set up securities and perform general account-level maintenance, including some client contact.
Respond to client inquiries in a timely, accurate, and professional manner.
Work on special projects as needed.
Research and analyze root-cause conditions.
Implement solutions as assigned.
Interact effectively with multiple operational processing teams.
Maintain the highest levels of confidentiality, quality, and privacy.
Manage a time-sensitive delivery schedule.
Recommend compliant improvements to operational processes, systems, policies, and procedures in line with industry requirements and corporate objectives.
Prepare and process accurate, error-free transactions promptly, following client instructions and SEI procedures.
Make decisions on issues that may affect company financials and make recommendations based on interpreting policies, procedures, and regulations.
Perform other duties as assigned.

Benefits

Healthcare, including medical, dental, vision, prescription, wellness, employee assistance program, and flexible spending account options.
Life and disability insurance, with premiums paid for base coverage.
401(k) match.
Education assistance and tuition reimbursement.
Commuter benefits.
Up to 11 paid holidays per year.
16 days of paid time off per year, prorated for new hires, with increases over time.
Paid parental leave.
Back-up childcare arrangements.
Paid volunteer days.
Discounted stock purchase plan.
Investment options.
Access to employee networks.
Support for working parents.
Flexible paid time off.