The External Custody Traditional Income team is looking to fill an Operations Analyst opening. This team provides support for the Trust 3000 banking firm Principal Financial Group. The team is responsible for the accurate daily posting of domestic & global income events, including timely reconciliation of payments against third party custodians and cash agents. This role requires a self-motivated, goal-oriented individual to manage multiple tasks in a time sensitive delivery schedule.
What you will do:
Responsible for the daily processing of income events
Basic processing and/or service activities specific to team functions
Primary focus is on day-to-day operational execution
Respond to client inquiries in a timely, accurate and professional manner
Maintaining the highest level of confidentiality, quality and privacy
Reviewing, analyzing, and entering client information and transactions into multiple systems
Interact effectively with multiple operational teams
Manage a time sensitive delivery schedule
Heavy interaction with the client, as well as teammates, on the phone, email and in person in a professional and accurate manner
Regular and reliable attendance in accordance with position, business and/or client needs
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 and Outlook
What we would like from you:
Demonstrate effective communication skills as well as set clear expectations to all clients, 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 our client 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
Self-starter with the ability to multi-task
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
For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include 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, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.