Treasury Operations Analyst: Cash & Payments

SEI Corporation; Pennsylvania; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Paid holidays

PTO

Tuition reimbursement

Job summary

SEI Corporation in Oaks, PA is seeking an Operations Analyst to support treasury management activities for SEI Wealth & US Operations Trust Platforms. You will handle wire transfers, monitor bank activity, and perform reconciliations while ensuring accurate, timely client responses.

You will work with cross-functional teams, meet SLAs, and contribute to process improvements in a collaborative environment.

Qualifications

• Undergraduate degree or equivalent work experience.
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook.

Responsibilities

• Perform banking activities such as managing wire transfers and reviewing bank activity reports.
• Enter client information and transactions into banking systems.
• Maintain client accounts and respond to inquiries promptly and professionally.
• Participate in projects and team initiatives and analyze DDA exceptions.
• Ensure timely, accurate processing of domestic and international wires and settlements.

Skills

Banking operations

Wire transfers

Client inquiries

Office suite

Education

Undergraduate degree

Tools

Microsoft Office

Job description

SEI Corporation in Oaks, PA is seeking an Operations Analyst to support treasury management activities for SEI Wealth & US Operations Trust Platforms. You will handle wire transfers, monitor bank activity, and perform reconciliations while ensuring accurate, timely client responses.

You will work with cross-functional teams, meet SLAs, and contribute to process improvements in a collaborative environment.