Hiring: Specialist I, Collective Investment Trust Company: SEI Location: Oaks, PA Job Posted Time: 2026-09-12 11:49:57 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel About the job Experience: •2 years experience in any of the following fields: Investor Services, On-Boarding, Collective Trust Funds, Client Service, Retirement Plan Administration, trust and/or fund administration is preferred. •Minimum 2 years experience in any of the following fields: Investor Services, On-Boarding, Collective Trust Funds, Client Service, Retirement Plan Administration, trust and/or fund administration is preferred. Required Skills: •Be a subject matter expert for specific Collective Investment Trust functions with respect to investor on-boarding. •The on-boarding of all investors into any of our CITs and addressing questions / issues that arise during that process. •You may be tasked with developing processes to improve the onboarding process for future investors. •Communicating directly with external stakeholders, including recordkeepers, advisors, consultants, and plan sponsors. •Provide additional support for certain CIT relationships as needed. •Communicate with appropriate internal teams or client teams to resolve open issues and questions, reaching out to internal technology support and vendor support when necessary to resolve any production issues or system support queries. •Manage daily activities associated with collective funds; including but not limited to new account openings, administrative support, and operational setups, which includes communication with external third-parties and clients. •We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!