The CIT Team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies
Job Summary
The CIT Team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies.
You will handle daily activities associated with collective funds; including but not limited to trade processing, administrative support, and operational setups.
SEI offers a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, and a hybrid working environment for most roles.
Matching Summary
The CIT Team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies.
Skills & Requirements
Must-have
Daily administrative and regulatory functions
Trade processing and operational setups
Governmental filings and regulatory reporting
Website access and maintenance oversight
Collaborate with internal teams
Intermediate Microsoft Excel skills
Nice-to-have
Broaden financial services knowledge
Flexibility to adapt to client needs
Positivity and congenial approach
Curiosity and critical thinking
Embody SEI Values
Key Requirements
BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience
Experience in Collective Trust Funds, Employee Benefits, Investments, trust and/or insurance administration is ideal
Self-motivation to supervise multiple client deliverables