Fund Transfer Agency Intern - Ops & Compliance

UMB Bank; Milwaukee (WI); Hybrid; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Healthcare benefits

Tuition reimbursement

Adoption assistance

Job summary

UMB Bank is seeking a Transfer Agency Intern to support the Operations Team in Milwaukee, WI. You will learn account setups and maintenance for Registered Funds and the required legal documents, while gaining exposure to compliance tasks within these processes.

The role focuses on hands-on tasks, software training with Envision, and collaboration across teams. Eligible applicants are enrolled in a Bachelor’s program and available for a May–July on-site internship.

Qualifications

• Currently enrolled in a Bachelor’s program.

Responsibilities

• Assisting with physical investor correspondence (purchase checks, applications, maintenance requests, transfer documents)
• Learning the Envision Financial Systems Processing software
• Keeping demographic information on investor accounts up to date
• Working on different projects that collaborate with different teams within Registered Funds

Education

Bachelor's program enrollment

Tools

Envision

Job description

UMB Bank is seeking a Transfer Agency Intern to support the Operations Team in Milwaukee, WI. You will learn account setups and maintenance for Registered Funds and the required legal documents, while gaining exposure to compliance tasks within these processes.

The role focuses on hands-on tasks, software training with Envision, and collaboration across teams. Eligible applicants are enrolled in a Bachelor’s program and available for a May–July on-site internship.