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Operations Analyst - Statements

Company: SEI
Location: Oaks
Posted on: November 19, 2021

Job Description:

Employee Benefit Reporting (EBR) is a statement reporting product that has been tailored to the specific needs of institutional defined benefit and defined contribution plan accounts. The EBR Analyst works with the SEI Private Trust Company, a wholly-owned subsidiary of SEI. This role requires a self-motivated, individual with the ability to manage multiple tasks on a daily basis while progressively working to the production deliverable goals and EBR client requests. The analyst will gain a thorough knowledge of Trust Operations and must maintain the ability to effectively reconcile transactions to their appropriate locations within the EBR statement. What you'll do: * Basic processing and/or service activities specific to team function * Reviewing, analyzing, and entering client information and transactions into multiple systems * 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. * Review all account balances and transactions to ensure that EBR reflects TRUST 3000 accurately. * Analyze all position accruals to ensure they have been calculated correctly, and adjust in the case of a discrepancy. * Work with the corporate actions group to preserve the integrity of all corporate actions represented on EBR statements. * Use transaction processing knowledge to review all issues as they arise to guarantee that activity has been processed and is being reflected correctly on EBR statements. * Deliver EBR statements in accordance with all service level agreements as they apply to each client. * Perform Ad Hoc projects for the teams as assigned. * Other duties as assigned What you bring to the table: * 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. Attributes we value: * The ability to demonstrate effective communication skills to 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 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 Physical Demands and Work Environment: While performing the duties of this job, individuals may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level. SEI is an Equal Opportunity Employer and so much more--- Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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, backup childcare arrangements, paid volunteer days, education assistance, access to thriving employee networks, and an opportunity to become an elite ping-pong player during break periods. 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 ","title":"Operations Analyst - Statements","

Keywords: SEI, Springdale , Operations Analyst - Statements, Professions , Oaks, Arkansas

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