SEI · 15 hours ago
Operations Analyst - Advisor Solutions
Oaks, PA
Full-time
Hybrid
New Grad, Entry LevelSEI is a leading global provider of investment processing, investment management, and investment operations solutions. The Middle Office Operations Analyst is responsible for providing account and operational management to clients within the Independent Advisor Solutions Network, ensuring exceptional service and support to high-net-worth clients.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
No H1B
Responsibilities
Review, analyze, and enter client information and transactions into multiple systems in order to fulfill monetary and non-monetary requests for high-net-worth client accounts
Interpret monetary requests to determine the correct course of action. This requires an understanding of the high net worth client’s goals and objectives as well an understanding of SEI’s guidelines and procedures
Develop an in-depth understanding of the IRS retirement account processing rules as they relate to IRA’s and Qualified Plans
Identify Advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing
Develop a deep understanding of the current compliance related rules that govern the Financial Services Industry including but not limited to Anti-Money Laundering
Participate in departmental projects to improve the current processes and/or systems
Learn all facets of the Middle Office Operation including new account set-up, distributions, receipts, trade processing, model changes, non-monetary account changes and monetary requests which include detailed multi-step processes
Maintain the highest level of confidentiality, quality and privacy
Qualification
Required
Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field
Knowledge of Microsoft Office products including Word, Excel, Access and Outlook
Preferred
Knowledge of financial and/or investment services
Strong dedication to quality customer service
Excellent verbal and written communication skills
Exceptional interpersonal skills/team player
Ability to handle multiple tasks
Ability to work under pressure
Excellent analytical and problem solving skills
Ability to work effectively and productively with others
Effectively coordinate, perform and complete multiple duties and assignments concurrently and in a timely manner
Ability to prioritize in a high volume environment
Excellent organizational skills and attention to detail
Must be a team player with an ability to work independently with minimal supervision
Knowledge of Excel and Word for Windows
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
Comprehensive care for your physical and mental well-being
A strong retirement plan
Tuition reimbursement
A hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
16 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
Founded in 1968
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase