Remote Fund Accountant, Corporate Trust

UMB Bank; Salt Lake City (UT); Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Annual incentive pay

Comprehensive benefits

Job summary

UMB Bank is seeking a full-time Corporate Trust professional to support institutional accounts remotely. You will handle billing, cash and asset setup, and compliance tasks while assisting relationship managers and driving process improvements.

Strong client relationship skills and finance background are essential. The role requires a finance-focused degree, CCTS/CTMC certification, and 4+ years in syndicated or private credit markets.

Qualifications

• Bachelor’s degree in finance or related field is required.
• CCTS or CTMC certification is required or preferred.
• Minimum 4 years in syndicated and/or private credit markets or relevant experience.

Responsibilities

• Provide day-to-day support to institutional/corporate trust accounts including billing and fee administration.
• Perform daily cash application and collateral position reconciliation.
• Assist with global asset setup and maintenance and respond to compliance items.
• Support relationship managers and document business requirements for process improvements.
• Organize testing and ensure full-cycle QA for systems and processes.

Skills

Client relationships

Customer experience

Project management

Communication skills

Trust processes

Education

Bachelor’s degree in finance

CCTS or CTMC certification

Job description

UMB Bank is seeking a full-time Corporate Trust professional to support institutional accounts remotely. You will handle billing, cash and asset setup, and compliance tasks while assisting relationship managers and driving process improvements.

Strong client relationship skills and finance background are essential. The role requires a finance-focused degree, CCTS/CTMC certification, and 4+ years in syndicated or private credit markets.