Job Description
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. Identify related processing issues to ensure accurate completion of the submitted request and provide value added service.
This position will be part time, with hours being 9:00am to 2:00pm, Monday - 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, c...