- UpvoteDownvoteShare Job
- Suggest Revision
Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc. Understanding of Advisory Solutions - Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Experience with Trust accounting platforms (FIS AddVantage, SEI) and trading systems (Advent Moxy, Investor'sView) preferred but not required. Experience with Trust accounting platforms (FIS AddVantage, SEI) and trading systems (Advent Moxy, Investor'sView) preferred but not required.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Sr Client Onboarding Specialist is responsible for engaging with new clients of Pacific Premier Trust and assisting with due diligence inquiries related to new clients including the CIP process.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Flexible "Work from Home" policies and robust infrastructure support enabling uninterrupted remote access to work. Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Trust Admin team. Gather investment and fund accounting data, prepare and present reports and updates to both Trust Investment Committee and Trust Operations Committee meetings.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Will learn to be proficient on the following machines and programs: teller machine, calculator, keyboard, encoder, image capture/scanner, Oscar (ATM cards), SEI Trust System, Streamline and Vertex.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
SEI-CMMI and NIST experience. The position is available in Washington, DC, requires a Public Trust Clearance, and U.S. citizenship. The DevSecOps Engineer will be responsible for the deployment and release management processes, setup of continuous integration, and continuous delivery (CI/CD) pipeline for all code and infrastructure.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Be an effective storyteller, with strong presentation skills, who can successfully articulate SEI’s value proposition, overcome objections, and build trust and credibility to influence decision makers and secure business.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Works closely with SEI staff for support/training of Trust System Software and provides training to Trust staff. The Trust Officer directs and coordinates activities relating to creating and administering trust accounts in accordance with terms creating trust, investment agency, wills, and estate accounts.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Some knowledge of Wallstreet Office, SEI, and CDO Suite preferred. The Collateralized Debt Obligation Group (CDO) is a division within Corporate Trust Services. CDOs are structured finance vehicles that issue both debt and equity liabilities, with the proceeds being used to buy a portfolio of collateral.
$26.78 - $39.24 an hourExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment) Develop trust with clients through respect, responsive service, and transparency. FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our Pillars of Trust - the principles which guide our everyday decision-making, include Openness, Honesty, Credibility, Respect, and Service. Our food safety diagnostics are used within farming operations to the production facilities of most of the world's best-known food companies.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Retail Banker II - Float. Other functions could include but are not limited to answering phone, processing treasury tax and loan payments, travelers checks, savings bonds, loan payments, mail deposits, safe deposit boxes or other financial transactions.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
SEI Trust 3000 experience a plus. Non-sales positions have the opportunity to participate in a bonus program. We’re looking for a Securities Operations Specialist II to join our Principal Custody Solutions team.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Responsibilities include: settles bond/bank loan trades and invests excess cash as directed by the Portfolio Manager, books cash inflows/outflows to the portfolio, tracks asset attributes such as accrual information, rating, industry codes, etc., provides reports to the clients on a daily basis, and assists Analysts with reporting to the investors.
$25 - $36.65 an hourFull-timeExpandApply NowActive JobUpdated 9 days ago
sei trust jobs
FEATURED BLOG POSTS
How to Ask for a Letter of Recommendation
When the job board you subscribe to finally posts your dream job, you may feel like the stars have aligned. But part of securing a position that matches your career plan is ensuring you address all the application basics. You know, the resume, the cover letter, the portfolio. It seems like you've got this in the bag — until you realize they want a letter of recommendation, too!
16 Tech Jobs You can Get Without a College Degree
You might think that if you don’t have a computer science, information technology, or related degree, then there’s absolutely no way you can break into the technology field and score a high-paying tech job. But this is a misconception. There are actually tons of tech jobs out there that don’t require a college degree. Instead, employers are more interested in the skills that you can offer. So, read on to learn more about how to land tech jobs without a degree.
What Are SMART Goals?
When it comes to achieving our goals, there’s a lot of noise to work through. A study by the University of Scranton has found that only 8% of people who set New Year’s resolutions actually achieve them. Our busy lives might be one reason for this. Another, even more important reason, is our approach to goal setting. Being too vague, too ambitious or simply unclear on the timeframe can set us up for failure.
How Long Do Background Checks Take for Pre-Employment
Many jobs require a background check. For some companies, this is a matter of company policy. In other jobs, such as finance, childcare, and security, the government often requires background checks. While there are varying levels of intensity, for most people, a background check is nothing to worry about. In fact, the biggest question is often how long does a background check take? Here’s what job seekers and applicants need to know about background checks before they apply to new jobs.
The Best Remote Jobs: Where & How to Find Them
The Covid-19 pandemic hasn’t been easy on any of us, but if there’s one silver lining, it’s the fact that remote work has grown in popularity because of it. Companies that previously weren’t open to their employees working remotely were suddenly forced into allowing it. Since then, they've realized that much of their workforce is happier and more productive. Naturally, this has led to more remote job openings, which is great if you’re interested in this type of position. Read on to learn more about the best remote jobs and where to find them.
In-House vs Outsourcing Recruiting: Which is Better?
When looking at in-house vs outsourcing recruiting, it is important to nail down the benefits for each and whether those benefits outweigh the risks that follow.
How to Write a Short Bio
First impressions can be tricky. When meeting someone in person, it’s likely you have an elevator speech. These short, practiced introductions can help you share more about who you are, what you do for work and other facts about you. While this works well in a live, in-person context, there are many cases where professionals “meet” someone via written form - like social media, a resume, or published work. In these cases, your bio works as your first impression. So, here’s a step-by-step guide on how to write a short bio.