SEI · 2 days ago
Operations Analyst - Mutual Fund Trading
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ConsultingFinancial Services
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
Interfacing with Operating units and business units as required to provide awareness of processing problems
Submitting trading orders in the market on behalf of clients
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.
Preferred
The ability to demonstrate effective communication skills with service partners, and internal teams both in written and verbal communication.
Effectively coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries as well as handle problems
Must be able and willing to work effectively independently, as well as in a team, in an open floor environment
Must be detail oriented
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
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.
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO· nasdaq:SEIC
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