SEI
We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through the power of connection.
Controls Analyst – Part Time
Location
Pennsylvania
Posted
43 days ago
Salary
Not specified
Bachelor DegreeEnglishUnity
Job Description
• Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, OnBase Unity and others.
• Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions.
• Ensure every client request is completed with the highest quality, confidentiality, and attention to detail.
• Spot errors, identify trends, and recommend smart solutions to enhance our processes.
• Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future.
• Monitor work queues, adjust resources, and complete all items by internal and external cutoff times.
• Learn new functions, participate in departmental projects, and grow your expertise.
Job Requirements
- B.S/B.A. in Business, Accounting or Finance preferred.
- Strong dedication to quality customer service.
- Familiarity with the mutual fund industry.
- Excellent analytical and problem-solving skills.
- Strong interpersonal and communications skills.
- Ability to prioritize in a high-volume environment.
- Ability to grasp complex concepts, multi-task and be detail-oriented.
- Excellent organizational skills and ability to prioritize in a high-volume environment.
- Must be a team player with an ability to work independently with minimal supervision.
- Knowledge of Microsoft Word and Excel.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.
Benefits
- 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 and more
