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Reconciliation Specialist
SEI Investments
Oaks, PA, United States
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Position Description
The Reconciliation team will support and deliver timely operational services to internal and external clients for both T3K and SWP US Operations. The Reconciliation Specialist I is required to assist the team’s efforts in reconciling demand deposit accounts for client bank DDA’s and supports the firms Back Office and Global processing. This individual is required to have exceptional problem solving, and communication skills. Have the ability to interact with the technical support teams and department supervisors, as well as provide detailed processing documentation and files that describe the group’s problem solving activities. This individual will cross-train staff, and develop a strong core team to ensure implementations are performed in an efficient time sensitive manner.
Position Description:
• Provide technical, industry, process, and trouble-shooting support to a team of operation analysts within their own unit/discipline.
• Responsible for the completion of daily processing activities.
• Performs project management and coordination, and execution for the assigned operational competency.
• Execution within defined parameters, with some expansion, based on developing capabilities and experiences, in partnership with more experienced staff.
• Occasionally representing the department at a broader level.
• Guided supervision on a daily basis.
• Independent judgment and decision making within the functional area of expertise.
• Train and mentor senior analysts as needed.
• Act as the escalation point to analysts.
• Regular and reliable attendance in accordance with position, business and/or client needs.
• Other duties as assigned
Core Competencies:
• Ability to undertake and direct more complicated projects
• Training others on a more complex level
• Root Cause Analysis Skills
• Creative and innovative approach to process improvement
• Ability to brainstorm and troubleshoot
• Willingness to work across team lines
• Ability to make presentations to internal teams
• Ability to examine and maintain policies and procedures
• Ability to assist in client implementations/conversions
• SEI Wealth Platform system knowledge a plus
Position Requirements
• Undergraduate degree and/or equivalent work experience required. Preference in: Accounting, Finance or Business related field.
• Minimum of 2 years’ experience
Physical Demands and Work Environment:
• While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside.
• The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds.
• Our office is an open environment. The individual must be able to successfully work in an open
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.