Operations Analyst - Corrections and Reversals

About the Role

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 Will 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

Requirements

• 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

Qualifications

• 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

Benefits

• Comprehensive care for your physical and mental well-being
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance and tuition reimbursement
• Commuter benefits
• Up to 11 paid holidays/year
• 16 days PTO/year pro-rated for new hires which increases over time
• Flexible Paid Time Off (PTO)
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks
• Hybrid working environment for most roles

For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.