Specialist, On-Boarding, Collective Investment Trust

Sei Investments Company - Oaks, PA

Full-time - Entry Level

Remote - Oaks, PA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Investment Manager Services Division (IMS) at SEI is experiencing rapid growth and is looking for a new member to join the Collective Investment Trust Admin team. As a Specialist, you will play a crucial role in managing the administrative servicing requirements for Collective Investment Trust (CIT) funds. This position requires you to be a subject matter expert in specific CIT functions, particularly in relation to investor on-boarding. You will coordinate the on-boarding process for investors into our CITs, addressing any questions or issues that may arise during this process. In addition to on-boarding, you may be tasked with developing processes aimed at improving the onboarding experience for future investors. You will also assist Trust Officers with complex or sophisticated CIT relationships and provide additional support for certain CIT relationships as needed. Your role may involve collaborating with our regulatory filing processes or engaging with federal or state regulators. Effective communication is key in this position, as you will need to liaise with appropriate internal teams or client teams to resolve open issues and questions. This may involve reaching out to internal technology support and vendor support to address any production issues or system support queries. You will manage daily activities associated with collective funds, which includes trade processing, administrative support, and operational setups, while maintaining communication with external third parties and clients. At SEI, we are committed to your success and encourage you to seek out future solutions. By participating in various IMS and corporate professional development sessions, you will gain the tools necessary to identify processes across the division and organization. This role offers the opportunity to partner with a diverse team and grow your career within the financial services industry.

Responsibilities

• Serve as a subject matter expert for specific Collective Investment Trust functions related to investor on-boarding.
• Coordinate the on-boarding of investors into Collective Investment Trusts (CITs) and address questions or issues that arise during the process.
• Develop processes to improve the onboarding experience for future investors.
• Assist Trust Officers with complex or sophisticated CIT relationships.
• Provide additional support for certain CIT relationships as needed.
• Support regulatory filing processes or engagements with federal or state regulators.
• Communicate with internal teams or client teams to resolve open issues and questions.
• Manage daily activities associated with collective funds, including trade processing and operational setups.
• Maintain communication with external third parties and clients.

Requirements

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Collective Investment Trust experience preferred.
• Minimum 2 years experience in Investor On-Boarding, Collective Trust Funds, Employee Benefits, trust and/or fund administration preferred.
• Intermediate skills in Microsoft Excel.
• Self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills for client support via email and phone calls.
• Detail-oriented with the ability to work independently or collaboratively to meet deadlines.
• Excellent customer service skills for daily communication with internal and external clients.

Nice-to-haves

• A drive to broaden knowledge of the financial services industry by learning new concepts and systems.
• Ability to multi-task and prioritize daily workload.
• Collaboration with internal and external stakeholders to adapt to changing client needs.
• Positivity and collegial approach in assisting colleagues and clients.
• Curiosity, critical thinking, and attention to detail to identify solutions and implement efficient processes.

Benefits

• Comprehensive care for physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• Hybrid working environment.
• Support for working parents.
• Flexible Time Off (FTO) to relax and recharge.