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Controls Analyst – Part Time

AnalystAnalystPart TimeRemoteTeam 1,001-5,000H1B SponsorCompany Site LinkedIn

Location

Pennsylvania

Posted

53 days ago

Salary

Not specified

Bachelor DegreeEnglishUnity

Job Description

• 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 our 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.

Job Requirements

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 and ability to prioritize in a high-volume environment.
Must be a team player with an ability to work independently with minimal supervision.
Knowledge of Microsoft Word and Excel.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.