Job Description

Collective Investment Trust Officer Location Oaks, PA : The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Trust Admin team. As a Trust Officer, you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts. What you will do: Act as the primary point of contact and subject matter expert within SEI for various investment manager clients Assist clients with executing any Collective Investment Trust (“CIT” or “Trust”) related projects or initiatives Establish and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT Facilitate the on-boarding process for new investors in each CIT Evaluate redemption requests by investors to ensure that withdrawals are in compliance with ERISA, the Trust documents and that the Trust is being managed in the best interest of the remaining investors Review terms and conditions for certain vendor contracts to ensure compliance with SEI's policies & procedures and industry standards Develop, write and amend policies and procedures for both internal and external clients Review new and amended investment advisory agreements and Trust documents for appropriate regulatory language, legal standards and adherence to procedures and policies Collaborate with external auditors on each Trust's annual audit to ensure accuracy of information and adherence to regulatory and industry standards Research positive Anti-Money Laundering matches and present findings to the appropriate committees Gather investment and fund accounting data, prepare and present reports and updates to both Trust Investment Committee and Trust Operations Committee meetings Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval Manage or assist with other CIT related projects, as needed What we need from you: BS/BA degree in business, finance or related field, or the equivalent in education and work experience Minimum 3 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred Proficient in MS Office Knowledge of collective trust funds or other pooled investment vehicles is preferred Self-starter with outstanding decision making skills Good oral and written communications skills Detailed oriented and the ability to work independently or with team members to meet deadlines Regular and reliable attendance in accordance with position, business and/or client needs. What we would like from you: 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. 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. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. We are a technology and asset management company delivering on our promise of building brave futuresSM—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 / affirmative action 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.

Job Tags

Full time, Work experience placement, Flexible hours,

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