Operations Analyst, Corrections and Reversals

About the Role

The Corrections and Reversals Analyst works in SEI Private Trust Company, a wholly-owned subsidiary of SEI. This role requires a self-motivated, goal-oriented individual with the ability to manage multiple tasks in a time-sensitive delivery schedule. The Corrections and Reversals team is responsible for managing all client and internal requests to correct transactions on the SEI Wealth Platform. This is an entry-level position, where full training and support will be provided.

Key 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.
• Responding to client inquiries in a timely, accurate, and professional manner.
• Working on special projects as needed.
• Performing research & analysis of root cause conditions.
• Implementing solutions as assigned.
• Interacting effectively with multiple operational processing teams.
• Maintaining the highest level of confidentiality, quality, and privacy.
• Managing a time-sensitive delivery schedule.
• Proactively recommending innovations and modifications that are in compliance with industry requirements and 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 SEI procedure.
• Making decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations.
• Other duties as assigned.

Requirements & Tech Stack

• Knowledge of Microsoft Office products including Word, Excel, Access, and Outlook.

Qualifications

• Undergraduate degree and/or equivalent work experience required.
• Preference in: Accounting, Finance, or Business related field.
• Ability to demonstrate effective communication skills to clients, service partners, and internal teams, both in written and verbal communication.
• Ability to effectively coordinate, manage, and complete multiple duties and assignments concurrently and within acceptable timelines.
• Ability to provide excellent customer service to both internal and external clients and service partners, responding timely and professionally to client inquiries, as well as handle problems.
• Must be able to and willing to work effectively independently, as well as in a team, in an open floor environment.
• Must be detail-oriented.
• Will embody SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.