Transfer Agency Intern

UMB BANK NA; Milwaukee (WI); Hybrid; USD 34,000 - 50,000; Part time

Benefits offered by this job

Paid Time Off

401(k) matching program

annual incentive pay

paid holidays

comprehensive benefit plan including医疗

Job summary

UMB Bank NA invites applications for a Transfer Agency Intern role in Milwaukee, WI. You will learn which legal documents are required to set up investor accounts and the compliance tasks involved.

The role includes handling investor correspondence and maintaining account demographics while learning the Envision software. You will collaborate with the Registered Funds team on various projects during late May to late July, with on-site work Monday through Thursday and remote Fridays.

Qualifications

• Currently enrolled in a Bachelor's program.
• Learning and contributing to transfer agency operations.

Responsibilities

• Assist with physical investor correspondence (purchase checks, applications, maintenance requests, transfer documents).
• Learn the Envision Financial Systems Processing software.
• Maintain demographic information on investor accounts.
• Collaborate on projects with Registered Funds teams.

Skills

Learning mindset

Communication

Education

Bachelor's program

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.

• Paid Time Off
• 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
• 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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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