Job Description
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. What you will do 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. Respond to client inquiries in a timely, accurate and professional manner. Working on special projects as needed. Perform research & analysis of root cause conditions. Implement solutions as assigned. Interact effectively with multiple operational processing teams. Maintaining the highest level of confidentiality, quality and privacy. Manage a time-sensitive delivery schedule. Proactively recommend innovations and modifications which are in compliance with industry requirements and are 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 according to SEI procedure Make decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations. Other duties as assigned What we need from you: 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