Ben Licwinko
About Ben Licwinko
Ben Licwinko is a Middle Office Service Ops Processor at SEI in Oaks, PA, responsible for processing state tax distributions and reconciling state tax files since 2015.
Current Employment at SEI
Ben Licwinko currently works as a Middle Office Service Ops Processor at SEI in Oaks, PA. He has been with SEI for over eight years, starting his tenure in January 2015. In his role, Ben is responsible for processing state tax distributions and reconciling state tax files on a daily basis. His experience at SEI encompasses a range of administrative tasks including scanning, batching of checks, and indexing documents to ensure that all requests are effectively managed and in good order.
Education and Academic Background
Ben Licwinko studied at the University of Phoenix, focusing on Accounting and Finance. He completed his Bachelor of Science (B.S.) degree from 2011 to 2014. His academic background has been instrumental in equipping him with the analytical and financial skills required in his current role in the financial services sector.
Daily Responsibilities in Middle Office
In his position as a Middle Office Service Ops Processor, Ben Licwinko is tasked with processing state tax distributions and reconciling state tax files on a daily basis. His role involves a variety of administrative tasks such as scanning, batching of checks, and indexing of documents. He ensures that all requests are handled properly and in compliance with SEI's standards.
Client Communication and Compliance
Ben Licwinko is responsible for communicating with advisors via telephone and email to request required or missing information necessary for processing tax distributions. He ensures that all client banking information and required signatures comply with SEI’s guidelines and SER’s compliance standards. His role is key in maintaining the accuracy and integrity of documentation and client data.