New

Specialist I, Collective Investment Trust

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
May 22, 2025
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member to join the Collective Investment Trust Admin team. As a Specialist, you will be responsible for administrative servicing requirements for Collective Investment Trust funds. What you will do: You will be a subject matter expert for specific Collective Investment Trust functions with respect to reporting. These include but are not limited to completing quarterly deliverables, regulatory filings, adhoc requests, etc. You will assist Trust Officers with complex or sophisticated CIT relationships. You will support certain Trust relationships as needed. You will support CIT business to create reports as needed. You will improve or assist with reconcilement activities throughout our business You will communicate with appropriate internal teams or client teams to resolve open issues and questions, reaching out to internal technology support and vendor support when necessary to resolve any production issues or system support queries. You will prepare account opening and maintenance documents for foreign market investments. Additionally assist with ongoing foreign market support documentation. You will manage daily activities associated with collective funds; including but not limited to trade processing, administrative support, and operational setups. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience. Collective Investment Trust experience preferred. Minimum 2 years experience in any of the following fields: Collective Trust Funds, Employee Benefits, Investments, Tax specialties, Foreign Investments, trust and/or fund administration is 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 as you will primarily support your clients through email and/or phone calls. Detailed oriented and the ability to work independently or with team members to meet deadlines. Excellent customer service skills as you will be communicating daily with internal and external clients. Regular and reliable attendance in accordance with position, business and/or client needs. What we would like from you: The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.https://www.seic.com/ SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.