Sei Investments Company

Operations Analyst - Advisor Solutions

Oaks, Pennsylvania, United States of America

Sponsorship not specifiedDetected 83 days ago

Account ManagementAccountingExcelCustomer SupportCommunicationCollaborationProblem SolvingOrganizational SkillsMicrosoft Office

About the role

Individuals must work with the Middle Office Service Teams and SEI Private Trust Company to coordinate client investment activities.
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 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.
Maintain the highest level of confidentiality, quality and privacy.
Effectively coordinate, perform and complete multiple duties and assignments concurrently and in a timely manner.
Come build your brave future at SEI.
Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.

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.
Undergraduate degree and/or equivalent work experience required.
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.
Ability to prioritize in a high volume environment.
Must be a team player with an ability to work independently with minimal supervision.
What we need from you: Undergraduate degree and/or equivalent work experience required.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Develop an in-depth understanding of the IRS retirement account processing rules as they relate to IRA's and Qualified Plans.

At SEI, we're (literally) invested in your success.
We are global provider of technology, operations, and asset management services for the financial services industry.
At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.

SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

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.

This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.