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After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. SEI is an Equal Opportunity / Affirmative Action Employer.
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SEI Family Office Services (FOS) is a division of SEI focused on delivering technology and technology-enabled services to family offices, including seven of the top 15 wealthiest American families and financial institutions serving ultra-high-net-worth families.
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The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients.
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This position is onsite with hybrid 2-3 days/ week from SEI office in Oaks, PA. Experience with SQL BI stack or SSRS, SSIS and SSAS.Must have experience in source controls GitHub and bitbucket.
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Department:Ophth Clinical Support SEI. Coordinates all procedures that need to occur prior to scheduling surgery, including but not limited to the scheduling of ancillary tests, pre-operative testing, obtaining x-rays, scans, MRIs, lab results, EKGs for completion of pre-op packages.
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Familiarity with tax software (OneSource), trust accounting software (SEI SWP), and TranStar is preferred. Must have a background in foreign tax issues, such as FATCA, CRS, 5471s, 3520s, 1042s, and FBARs∯*∯ Must have knowledge of IRS filing systems, such as EFTPS and FINCEN.Must have supervisory experience.
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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.
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JOB DESCRIPTION The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients.
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