Operations Analyst - Corrections and Reversals

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
• 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:
• 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. 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 more...
• AI Acc

Benefits

Additional Information

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.

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