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Operations Analyst- Corrections and Reversals

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
October 01, 2022

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

What you can expect from us:

We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfilment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.

Courage: We think and act like owners, embracing risk to drive growth for our clients and company.

Integrity: We do what we say and act with transparency (because it's the right thing to do).

Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter.

Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves.

Connection: We build lasting relationships through which we learn, grow, and succeed.

We have Fun.

Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After 50years in business, SEI is 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.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.