Controls Analyst- Part Time at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Part TimeJob Type

UnknownVisa

Financial Services, Wealth Management, Investment ManagementIndustries

Requirements

B.S/B.A. in Business, Accounting or Finance preferred
Strong dedication to quality customer service
Knowledge of the mutual fund industry
Excellent analytical and problem solving skills
Strong interpersonal and communications skills
Ability to prioritize in a high volume environment
Ability to grasp complex concepts, multi-task and be detail-oriented
Excellent organizational skills
Must be a team player with an ability to work independently with minimal supervision
Strong client oriented approach
Understanding of the mutual fund and securities business
Strong willingness to learn the investment management operations business

Responsibilities

Review, analyze, and enter client information and transactions into multiple systems including Trust 3000, NxAS, Trust Office Business Builder, Advisor Portal and Filenet Imaging Systems in order to fulfill monetary and non-monetary needs for high-net-worth client accounts
Interpret monetary requests to determine the correct course of action, requiring an understanding of the high net worth client’s goals and objectives as well as SEI’s guidelines and procedures
Provide the highest level of quality possible when completing a client request
Maintain the highest level of confidentiality and privacy
Appropriately identify errors, provide feedback, identify trends and/or contributing factors, and recommend solutions
Identify Advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing
Train other administrators on Operational responsibilities once sufficient knowledge is gained
Research, analyze and resolve events on the Trust 3000 system, utilizing a number of tools, systems and departments outside of the Middle Office
Monitor various work queues and adjust resources as necessary to complete all items by internal and external cutoff times
Learn all facets of the Middle Office Operations including new account set-up, distributions, receipts, trade processing, model changes, and monetary requests which include detailed multistep processes
Participate in departmental projects to improve current processes and/or systems
Occasionally provide overviews of Operations functions and systems to RIA clients and prospects
Call advisors when more information is needed

Skills

Trust 3000

NxAS

Trust Office Business Builder

Advisor Portal

mutual funds

securities

transaction review

quality control

client service

investment operations

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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