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Controls Analyst- Part Time

142 SEI Custodial Operations Co

The Middle Office Team supports Registered Investment Advisors (RIAs), Money Managers, and the SEI Private Wealth Management Unit by providing exceptional administrative services to high-net-worth clients. The Middle Office Controls Analyst will review, analyze, and enter client information and transactions into processing systems to fulfill requests. They will identify related processing issues to ensure accurate completion of the submitted request and provide value-added service. This position is part‑time, with hours 9:00am to 2:00pm, Monday through Friday. What you’ll do: 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 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. Qualifications: 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. Must be a team player with the ability to work independently with minimal supervision. Knowledge of Microsoft Word and Excel. Someone who will embody SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Equal Opportunity Employment SEI is an Equal Opportunity Employer. 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. 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 per year 16 days PTO per year pro-rated for new hires (increases over time) Paid parental leave Back‑up childcare arrangements Paid volunteer days Discounted stock purchase plan Investment options Access to thriving employee networks This position does not sponsor employment visas. #J-18808-Ljbffr 142 SEI Custodial Operations Co

Vacancy posted 5 days ago
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