Jessica Lee

Experience

1. Operations Analyst

   SEI

   Aug 2020 — Present · Oaks, PA, US

   I reviewed, analyzed, and entered client information and transactions into multiple systems including Trust NxAS, Trust Office and SEI\'s Global Wealth Platform in order to fulfill monetary and non-monetary requests for high-net-worth client amounts. Interpreted monetary requests to determine the correct course of action. This requires an understanding of the high net worth client\'s goals and objectives as well an understanding of SEI\'s guidelines and procedures. I\'ve developed an in-depth understanding of the IRS retirement account processing rules as they relates to IRA\'s and Qualified Plans. Identified advisor related processing issues to ensure accurate completion of the submitted request and provide value added servicing. I have developed a deep understanding of the current compliance related rules that govern the Financial Services Industry. Learned all facets of the Middle Office Operation including new account set-up, distributions, receipts, trade processing, non-monetary account changes and monetary requests which include detailed multi-step processes, all while maintaining the highest level of confidentiality, quality and privacy.