Transfer Agency Intern – Learn Accounts & Compliance

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

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.