SEI

Controls Analyst – Part Time

SEI

part-time

Posted on:

Location Type: Remote

Location: Pennsylvania • United States

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Tech Stack

Unity

About the role

  • 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.

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.
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/year
  • 16 days PTO/year pro-rated for new hires which increases over time
  • paid parental leave
  • back-up childcare arrangements
  • paid volunteer days
  • discounted stock purchase plan
  • investment options
  • access to thriving employee networks and more
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
analytical skillsproblem-solving skillsattention to detailcustomer servicemulti-taskingorganizational skills
Soft Skills
interpersonal skillscommunication skillsteam playerindependent workdedication to quality