Operations Analyst - Advisor Solutions
About the positionResponsibilities• 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, requiring an understanding of the high net worth client's goals and objectives as well as 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 privacyRequirements• Undergraduate degree and/or equivalent work experience required, preferably in Accounting, Finance or Business related field• Knowledge of Microsoft Office products including Word, Excel, Access and OutlookNice-to-haves• 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• 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 WindowsBenefits• 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• Discounted stock purchase plan• Investment options• Access to thriving employee networks Apply tot his job