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About the role
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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
More about this role
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.
This is an entry level position, where full training and support will be provided.
- 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...
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