Treasury Operations Analyst: Client‑Focused & Timely

SEI Trust Company; Pennsylvania; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Healthcare

Dental/Vision

Life Insurance

Disability Insurance

401(k) match

Education assistance

Commuter benefits

Paid holidays

Paid time off

Parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Employee networks

Job summary

SEI Trust Company is seeking a Treasury Management Analyst to manage cash, disbursement and reconciliation activities for SEI Wealth & US Operations Trust Platforms within SPTC. The role serves as a primary contact for clients and provides timely resolution of demand deposit, money movement, settlement and payment system issues.

You will perform banking transactions, review activity, and maintain client data across platforms while upholding confidentiality and service quality.

Qualifications

• Undergraduate degree or equivalent work experience required; preference for Accounting, Finance or Business field.
• Knowledge of Microsoft Office including Word, Excel, Access and Outlook.

Responsibilities

• Perform banking activities including wires, review bank activity reports and resolve discrepancies.
• Enter client information and transactions into banking platforms and systems.
• Maintain client accounts and respond to inquiries professionally and promptly.
• Support in exception resolution and problem-solving with internal teams.
• Work with time-sensitive SLAs and ensure confidential handling of information.

Skills

Wire transfers

Bank activity analysis

Client inquiries handling

Microsoft Office

Education

Undergraduate degree or equivalent

Accounting/Finance background

Tools

Banking platforms

Microsoft Office (Word, Excel, Access, Outlook)

Job description

SEI Trust Company is seeking a Treasury Management Analyst to manage cash, disbursement and reconciliation activities for SEI Wealth & US Operations Trust Platforms within SPTC. The role serves as a primary contact for clients and provides timely resolution of demand deposit, money movement, settlement and payment system issues.

You will perform banking transactions, review activity, and maintain client data across platforms while upholding confidentiality and service quality.