43 applicants
SEI · 2 days ago
Operations Analyst - Free Asset Movement
Oaks, PA
Full-time
Hybrid
Entry, Mid Level
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Insider Connection @SEI
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
Receiving and prioritizing Account Transfer Documentation and directives received from clients
Performing comprehensive quality assurance check of Account Transfer Documentation
Rejecting unsatisfactory documentation back to clients with clear and comprehensive specifics
Reading and understanding brokerage/investment statements to ensure expected assets are pended accurately and timely
Performing effective follow-up contact with contra-brokers to validate transfer paperwork has been received in good order
Interacting heavily with internal and external clients, as well as teammates, in a professional manner
Maintaining regular and reliable attendance
Performing other duties as assigned
Qualification
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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.
Benefits
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
16 days PTO/year pro-rated for new hires
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
Discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry.
Founded in 1968
1,001-5,000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO· nasdaq:SEIC
Leadership Team
Ryan Hicke
CEO and Board of directors
Recent News
2024-05-24
The Business Journals
2024-05-24
2024-05-24
Company data provided by crunchbase
