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Operations Analyst , Retirement Data & Campaigns

Job in Oaks, Montgomery County, Pennsylvania, 19456, USA
Listing for: 061 SEI Trust Company
Full Time position
Listed on 2026-11-04
Job specializations:
  • Business
    Data Analyst
  • IT/Tech
    Data Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Operations Analyst I, Retirement Data & Campaigns
Location: Oaks

SEI in Oaks, PA seeks an entry-level Operations Analyst for the Retirement Services team. You will collect, organize, and validate retirement advisor and client contact data, preparing datasets for Salesforce uploads and supporting campaign efforts.

You will work with cross-functional teams to ensure data accuracy, drive outreach, and help inform onboarding and client servicing initiatives.

We are seeking a motivated Operations Analyst I, Retirement Data & Campaigns to join 061 SEI Trust Company in Oaks, PA, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Operations Analyst I, Retirement Data & Campaigns role in the description above.

We appreciate your interest in this position.

Join 061 SEI Trust Company and contribute to our ongoing work.

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