Advisor Solutions Operations Analyst, Middle Office
142 SEI Custodial Operations Co
142 SEI Custodial Operations Co in Oaks, Pennsylvania, is seeking a Middle Office Operations Analyst. The role involves providing back-office support and personal account management within the Independent Advisor Solutions Network, ensuring high-quality service for high-net-worth clients. The ideal candidate holds an undergraduate degree or equivalent, possesses strong analytical abilities, and is proficient in Microsoft Office, particularly Excel. A commitment to excellent customer service is essential. #J-18808-Ljbffr 142 SEI Custodial Operations Co
- ...Middle Office Operations Analyst The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional... ...clients within the Independent Advisor Solutions Network through extensive daily support...Work at officeWork experience placementFlexible hours
- Overview The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth... ...clients. The Middle Office Operations Analyst will provide back‑office support... ...within the Independent Advisor Solutions Network, ensuring high‑quality...Work at officeWork experience placementFlexible hours
- ...rapidly and is seeking new members on the Middle Office Bank Debt team. Our primary goal is... ...collateral management funds. As an operations analyst, you will act as an intermediary... ...want you to succeed and look for future solutions! Through attending and participating...Work at officeBank staffInternshipFlexible hours
- Responsibilities Act as an intermediary between accounting, operations, and development groups internally and with clients and service... ...Curiosity, critical thinking, and attention to detail to identify solutions and implement efficient processes. Alignment with SEI values...Work at officeInternship
- A financial services firm located in Oaks, Pennsylvania, is looking for an operations analyst to join its growing Middle Office Bank Debt team. The role involves reviewing and processing bank loan activities, working closely with accounting teams, and ensuring accurate...Work at officeBank staff
- A financial services firm in Pennsylvania is seeking a Middle Office Operations Analyst to support Registered Investment Advisors and high-net-worth clients. Responsibilities include managing account transactions, analyzing client requests, and ensuring compliance with...Work at office
- ...Accountant, Alternative Investment Funds Operations Analyst, AIFS Investor Services Fund... ...Reconciliation Operations Analyst, Enhanced Middle Office (Bank Debt) What we need from you... ...to detail: Whether it's to identify a solution to a problem or possibly help...Work at officeSummer workInternshipFlexible hours
- ...transactions. As an Investor Services Analyst, you are required to follow... ...: Whether it's to identify a solution to a problem or possibly help... ...management, and investment operations solutions. Reflecting our... ...and financial technology our offices encompass an open floor plan...Work experience placementInternshipFlexible hours
- A leading financial services provider seeks a Middle Office Operations Analyst to manage client accounts and provide operational support within the Independent Advisor Solutions Network. The ideal candidate will have an undergraduate degree in Accounting, Finance, or Business...Work at office
- ...and congenial approach and ability to work in a team environment. Curiosity, critical thinking and attention to detail to identify solutions and improve processes or procedures. Eligibility This position is available only to US citizens or permanent residents. SEI is not...Permanent employmentWork experience placementInternship
- ...transactions. As an Investor Services Analyst, you are required to follow... ...succeed and look for future solutions! Through attending and... ...investment management, and investment operations solutions. Reflecting our... ...and financial technology our offices encompass an open floor plan...Work experience placementInternshipFlexible hours
- ...funds. Positions Fund Accountant Alternative Investment Funds Operations Analyst AIFS Investor Services Fund Accountant Investment Fund... ...Operations Analyst Reconciliation Operations Analyst Enhanced Middle Office (Bank Debt) Responsibilities Support daily client...Work at officeSummer workInternshipFlexible hours
- ...each other. We specialize in tailored solutions for niche industries, powered by... ...commercial insurance - we want to meet you. Operations Analyst 2 The Operations Analyst 2 is a key... ..., located at our Conshohocken, PA Home Office. Responsibilities:...Work at officeHome office
- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk... ...and selling the corresponding financial solutions. A Financial Representative must educate... ...for the state in which your Agency Office is located; or (b) passed the life and health...Work at officeLocal area
$104.86k - $162.41k
...being able to explain those concepts to advisors and their clients in a simple and understandable... ...required on-site at one of the listed office locations. Candidates should be... ...high levels of service for tax managed solutions Collaborate with internal teams to monitor...Work at office3 days per week- ...Government Finance Operations Consultant | Executive Consultant/SME II ProSidian is a Management... ...value to clients through tailored solutions based on industry-leading practices.... ...tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel...Work at officeFull timeContract work
- ...will oversee the accounting operations and resolution of accounting... ...monthly one-on-ones with the team analysts and supervisors and provide... ...succeed and look for future solutions! Through attending and participating... ...skills in Microsoft Office applications. * Excellent leadership...Work at officeFlexible hours
- A leading investment firm in Oaks, Pennsylvania seeks an Investor Services Analyst to facilitate the onboarding of investors into hedge and private equity funds. The role requires strong communication and customer service skills, along with attention to detail for regulatory...
- ...client relationships. Provides financial solutions that meet client needs based on... ...applications. Adheres to internal controls, operational procedures and risk management policies.... ...computer applications, such as Microsoft Office ~ Must be SAFE (Mortgage Licensing Act...Work at officeTemporary workNight shiftWeekend work
- ...will oversee the accounting operations and resolution of accounting... ...one‑on‑one meetings with team analysts and supervisors, and provide... ...cross‑division processes and solutions; seek future improvements. Partner... ...skills in Microsoft Office applications. Excellent leadership...Work at office
- ...will oversee the accounting operations and resolution of accounting... ...monthly one-on-ones with the team analysts and supervisors and provide... ...succeed and look for future solutions! Through attending and participating... ...skills in Microsoft Office applications. Excellent leadership...Work at officeFlexible hours
- ...communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Work at officeTemporary workShift workDay shift
- 181 SEI Global Services, Inc. seeks a team member for its Investment Manager Services Division. The role focuses on exceptional customer service and administration for hedge and private equity funds, ensuring all necessary documentation is in order. Qualifications include...Internship
- 181 SEI Global Services, Inc. is seeking 2026 Spring/Summer graduates for entry-level roles in the Investment Manager Services Division. These positions provide outstanding customer service and comprehensive administrative support for hedge funds and private equity funds...Summer work
- ...technology and cutting-edge digital solutions. Join our global community of... ...FUNCTION The Eyecare Advisor creates exceptional value in... ...Pearle Vision; in Doctor’s office explains all required paperwork... ...procedures and computer operation/procedures. Handles and files...Work at officeMinimum wagePart timeLocal area
$80k - $100k
...This is a hybrid role, with in-office work required at either our... ...insights, and asset management solutions – backed by industry-leading... ...a hundred thousand financial advisors. The vast majority of the... ...resolution Work across operations and product support teams to...Work at office- ...This is a hybrid role, with in-office work required at either our... ...insights, and asset management solutions – backed by industry-leading... ...a hundred thousand financial advisors. The vast majority of the... ...expectations. Work across operations and product support teams to...Work at office
$90k - $125k
...world and are committed to providing bespoke surety solutions. We are seeking a dynamic Surety Operations Advisor to join our team. The Surety Operations Advisor... ...verbal communication skills. Proficiency in Microsoft Office and relevant surety systems. Knowledge of surety...Work at officeContract workTemporary workWork from homeFlexible hours- ...success. As a Premier Client Financial Advisor within PNC's Wealth Management organization... ...guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive... ...build their future. PNC is an in-office company that fosters a supportive...Work at officeFull timeTemporary workPart timeWork experience placement
- ...Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has... ...0, 2026. Position The Regional Operations Analyst will serve as a key support resource to... ...client experience Partner with Private Advisors and team members on a wide range of...Work at officeLocal area
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