Operations Analyst — Transactions & Process Improvement

SEI; Oaks (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

SEI seeks a Corrections and Reversals Analyst for SEI Private Trust Company in Oaks, PA. The role requires handling client requests to correct transactions on the SEI Wealth Platform with a focus on accuracy and confidentiality.

You will review, analyze, and enter client data across multiple systems, set up securities, and maintain accounts. Expect timely client responses, project work, and opportunities to propose process improvements.

Qualifications

• 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.
• Strong communication and client service skills.
• Ability to manage multiple tasks in a time-sensitive delivery schedule.
• Maintain confidentiality and integrity.

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

Skills

Attention to detail

Time management

Analytical thinking

Communication skills

Self-motivated

Multi-tasking

Education

Undergraduate degree or equivalent work experience

Tools

Microsoft Office

Job description

SEI seeks a Corrections and Reversals Analyst for SEI Private Trust Company in Oaks, PA. The role requires handling client requests to correct transactions on the SEI Wealth Platform with a focus on accuracy and confidentiality.

You will review, analyze, and enter client data across multiple systems, set up securities, and maintain accounts. Expect timely client responses, project work, and opportunities to propose process improvements.