• At least one of the following:
  • Associate’s Degree or equivalent work experience and 5 years of customer service experience, with at least 3 of the years in the administration of the types of accounts and clients related
  • Bachelor’s Degree in a business-related field or equivalent work experience and 3 years of experience in the administration of the type of accounts and clients related to the organizational unit
  • Graduate Degree in a field related to the function of the organizational unit and 2 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree
• Must be able to demonstrate an advanced level of Microsoft Office knowledge.
• Excellent time management skills with a detail-oriented diligence given toward tasks.
• Excellent verbal and written communication skills
• Ability to interpret and define the applicable policies, procedures, federal and state laws, statutes, and regulations for effective and accurate account administration.
• Ability to communicate intelligently with internal and external stakeholders, clients and third parties.
• Must complete and comprehend SEI PLATO training assigned for the role.
• Must be willing to commit to external training as required.
• Graduate Degree in related field preferred.

Level II Additional Qualifications:

• At least one of the following:
  • Graduate of Trust School And 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor’s Degree in a business-related field or equivalent work experience And 7 years of experience in the administration of the type of accounts and clients related to the organizational unit; oro Graduate Degree in a field related to the function of the organizational unit And 5 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
  • Five years or more experience in the practice of law, third party administration, or professional accounting.
•  The associate must be able to demonstrate at least an intermediate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
• CRSP or other Certification within the field of the organizational unit preferred.
• Juris Doctor preferred
• CPA preferred

Level III Additional Qualifications:

• At least one of the following:
  • Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor’s Degree in a business-related field or equivalent work experience And 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree in a field related to the function of the organizational unit And 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
  • Ten years or more experience in the practice of law, third party administration, or professional accounting.
• The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
• CRSP or other Certification within the field of the organizational unit preferred.
• Juris Doctor preferred
• CPA preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. 

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.