Review, analyze, and enter client information and transactions into multiple systems in order to fulfill monetary and non-monetary requests for high-net-worth client accounts
Interpret monetary requests to determine the correct course of action. This requires an understanding of the high net worth client's goals and objectives as well an understanding of SEI's guidelines and procedures.
Develop an in-depth understanding of the IRS retirement account processing rules as they relate to IRA's and Qualified Plans.
Identify Advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing.
Develop a deep understanding of the current compliance related rules that govern the Financial Services Industry including but not limited to Anti-Money Laundering
Participate in departmental projects to improve the current processes and/or systems.
Learn all facets of the Middle Office Operation including new account set-up, distributions, receipts, trade processing, model changes, non-monetary account changes and monetary requests which include detailed multi-step processes.
Maintain the highest level of confidentiality, quality and privacy.
This is an entry level position, where full training and support will be provided.
What we need from you:
Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.
What we would like from you:
Knowledge of financial and/or investment services
Strong dedication to quality customer service
Excellent verbal and written communication skills
Exceptional interpersonal skills/team player
Ability to handle multiple tasks
Ability to work under pressure
Excellent analytical and problem solving skills
Ability to work effectively and productively with others.
Effectively coordinate, perform and complete multiple duties and assignments concurrently and in a timely manner.
Ability to prioritize in a high volume environment.
Excellent organizational skills and attention to detail.
Must be a team player with an ability to work independently with minimal supervision.
Knowledge of Excel and Word for Windows.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.
SEI's competitive advantage:
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much mo
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. The Middle Office Operations Analyst must have a strong client oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business. Middle Office Operations Analysts are dedicated to providing the absolute highest level of service, back office support, and personal account management to clients within the Advisor and Wealth channels.
This position is responsible for providing account and operational management to clients within the Independent Advisor Solutions Network through extensive daily support and interaction. This will involve acquiring a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from investment advisors. Individuals must work with the Middle Office Service Teams and SEI Private Trust Company to coordinate client investment activities. This is an entry level position, where full training and support will be provided.
Seic · Usa, PA