Wealth Platform Operations Analyst

SEI; Upper Providence Township (PA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Paid parental leave

Back-up childcare arrangements

Job summary

SEI Private Trust Company is seeking a Corrections and Reversals Analyst to support the SEI Wealth Platform by reviewing and processing client transactions, ensuring accuracy and timely delivery. The role emphasizes confidentiality and compliance while coordinating with multiple teams.

The ideal candidate has an undergraduate degree or equivalent experience, strong Excel/Outlook skills, and a collaborative approach to resolving issues and improving processes.

Qualifications

• Undergraduate degree or equivalent work experience required; preference in Accounting, Finance or Business fields.
• Proficiency with Microsoft Word, Excel, Access and Outlook.

Responsibilities

• Process and service tasks for the team function.
• Review, analyze and enter client information and transactions in multiple systems.
• Set up securities and account maintenance; some client contact.
• Respond to client inquiries promptly and professionally.
• Handle special projects as needed and perform root-cause analysis.
• Implement solutions and collaborate with processing teams; maintain confidentiality.

Skills

Microsoft Office

Communication skills

Multitasking

Education

Undergraduate degree or equivalent

Job description

SEI Private Trust Company is seeking a Corrections and Reversals Analyst to support the SEI Wealth Platform by reviewing and processing client transactions, ensuring accuracy and timely delivery. The role emphasizes confidentiality and compliance while coordinating with multiple teams.

The ideal candidate has an undergraduate degree or equivalent experience, strong Excel/Outlook skills, and a collaborative approach to resolving issues and improving processes.