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.
What you'll do:
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 you bring to the table:
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.
Attributes we value:
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.
Physical Demands and Work Environment
While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
SEI is an Equal Opportunity Employer and so much more
After 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.