Operations Analyst — Financial Transactions Specialist

SEI; Upper Providence Township (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare (medical)

401(k) match

Education assistance

Paid holidays

PTO (paid time off)

Job summary

SEI Private Trust Company seeks a Corrections and Reversals Analyst to manage client and internal requests to correct transactions on the SEI Wealth Platform. The role emphasizes timely, accurate processing, confidentiality, and effective communication across multiple teams.

The candidate should have an undergraduate degree or equivalent experience, with proficiency in Microsoft Office. This position involves handling sensitive information and collaborating on special projects while maintaining

Qualifications

• Undergraduate degree and/or equivalent work experience required.

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

Education

Undergraduate degree or equivalent work experience

Tools

Microsoft Office

Job description

SEI Private Trust Company seeks a Corrections and Reversals Analyst to manage client and internal requests to correct transactions on the SEI Wealth Platform. The role emphasizes timely, accurate processing, confidentiality, and effective communication across multiple teams.

The candidate should have an undergraduate degree or equivalent experience, with proficiency in Microsoft Office. This position involves handling sensitive information and collaborating on special projects while maintaining