The purpose of this job is to perform administrative tasks, services, and support for the Wealth Management Division and to support and assist necessary processes that are not specific to the business delivery or operating functions of a business unit within the Division.

• Coordinate incoming mail timely and distribute accurately in accordance with procedures. Assist Division with special out-going mail events. Assist in identifying, advancing, and correcting failure points in the mail distribution process.
• Assist and support with administrative reporting functions. General support and development of accurate and timely management reporting.
• Special projects as assigned.
• Perform duties as an official recording secretary for assigned Wealth Management Division committees and assist chairpersons with setting agendas. Support other recording secretaries with any Division wide standards and guidelines for recording secretary functions. Support the functionality of the Division official meeting document repositories.
• Perform a quality review for all new business incentive submissions and perform ongoing monitoring to ensure accurate lost business reporting.

• A four-year college degree with four years administrative experience.
  -OR-
  High School Education with eight years administrative experience.
• Must have a basic understanding of financial service industry administrative and service processes.
• Must have a general knowledge of the foundational processes that support the Wealth Management Division organizational structure and business functions
• Basic working knowledge of PC operations, Microsoft applications, and office devices
• High interest for completeness and accuracy
• Proficient in organizational skills and time management principles to prioritize tasks.
• Coworker and management interpersonal and interdepartmental collaboration skills
• Excellent client communication and interpersonal skills (oral and written)
• Must be capable of maintaining a professional demeanor and upholding ultimate confidentiality of information
• General utilization of Adobe and Microsoft applications (Acrobat, Word, Excel, PowerPoint, Outlook, Teams, etc.), and PC operating skills.
• Must pass basic Microsoft Word and Excel tests. Must be capable to meet the expectation to develop user proficiency in these applications.
• Must be capable to complete, comprehend and apply the content of SEI PLATO and other
• SEI-based training material assigned for the role
• Must be able to work independently without direct supervision