Intern

UMB Financial Corporation; Costa Mesa (CA); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision, and other ins

Health savings accounts

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Associate wellbeing program

Associate emergency fund

Banking benefits

Job summary

UMB Financial Corporation's Corporate Trust team is seeking an intern to support municipal bond administration and trustee services. You will gain exposure to the Corp Trust and Escrow group, contribute to onboarding new accounts, and help keep client accounts in good standing.

This paid internship requires enrollment in a bachelor’s program, proficiency with Excel, and strong written and verbal communication.

Qualifications

• Currently enrolled in a bachelor’s degree program.
• Proficient in Excel.
• Proficient in professional written and verbal communication.
• Interest in numbers and calculations.

Responsibilities

• Gain exposure to different teams and partners in the Corporate Trust and Escrow industry.
• Help onboard new accounts.
• Assist in keeping accounts current and in good standing.
• Assist with client outreach and ticklers/aged receivables actions.
• Complete audit confirmations for clients.
• Participate in ongoing training for professional development.

Skills

Proficient in Excel

Professional written and verbal沟通

Education

Pursuing Bachelor's degree

Tools

Microsoft Excel

Job description

The Corporate Trust team is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance, and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax‑exempt debt. We also provide escrow‑related and custodial services to corporations, not‑for‑profits, partnerships, and other business entities and individuals.

As the Corporate Trust Intern, you will work within the Corp Trust and Escrow group, helping with municipal bond administration and trustee services. As a Corporate Trust Intern, you will have a healthy mix of team‑oriented and autonomous work.

How you will spend your time:

• You will gain exposure to different teams and business partners in the Corp Trust and Escrow industry
• You will help new accounts be onboarded
• You will assist in keeping accounts current and in good standing
• You will assist with client outreach and take action steps for ticklers and aged receivables
• You will complete audit confirmations for clients
• You will be apart of ongoing training for professional development within Corporate Trust

We’re excited to talk with you if:

• You are currently enrolled in a bachelor’s program
• You are proficient Excel
• You are proficient in professional written and verbal communication
• You have an interest in numbers and calculations

The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $33,786 - $49,698

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job‑related factors.

Please see the description of benefits included with this job posting for additional information.

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line.

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