Transfer Agency Intern

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

Job summary

UMB is seeking a Transfer Agency Intern to support the daily operations of the Registered Fund’s transfer agency team. You will learn which legal documents are required to set up investor accounts and the compliance processes involved.

You will spend time handling investor correspondence, mastering the Envision system, and updating investor demographics while collaborating on cross-team projects. This internship runs late May to late July with on-site Monday–Thursday and remote Fridays.

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

Skills

Envision software

Education

Bachelor’s program enrollment

Tools

Envision Financial Systems Processing software

Job description

The Transfer Agency Operations Team processes all of the Registered Fund’s clients’ transactions, which includes account setups, and account maintenance. This requires the team to work within the Envision software.

As the Transfer Agency Intern, you will work within our daily products operations team. You will learn which legal documents, such as trust documents, corporate entity documents, authorized signers list, etc. are required to setup accounts for investors, while also learning about the compliance needed within those tasks.

How you will spend your time:

• 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

We’re excited to talk with you if:

• You are currently enrolled in a Bachelor’s program

Timeline:

• Late May to late July
• Monday to Thursday: On-site, Friday: Remote

This position was posted on 10/29/2026. 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.

UMB offers competitive and varied benefits to eligible associates, such as 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. Benefit offerings and eligibility requirements vary.

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. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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