Trust & Custody Operations Intern

UMB Financial Corporation

Kansas City (MO)

On-site

USD 34,000 - 50,000

Full time

2 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Medical, dental, vision insurance

Job summary

UMB Financial Corporation's Trust & Custody Operations Internship provides hands-on exposure to back-office activities supporting corporate trust and institutional custody services. You will process wire payments, handle ownership transfers, and set up new accounts.

You'll work with a supportive team in Kansas City, learn about regulatory reporting, invoicing, and risk mitigation while pursuing an Associate’s or Bachelor’s degree in accounting, finance, or a related field.

Qualifications

  • Currently enrolled in an Associate’s or Bachelor’s degree program specialized in Accounting, Finance, Economics, Statistics, or Mathematics

Responsibilities

  • Facilitate trade activity (global and domestic) and monitor settlement
  • Initiate domestic and foreign money movements
  • Provide reporting as requested
  • Facilitate problem resolution, tracking issues through to completion
  • Follow company/department policies and procedures to mitigate risk
  • Support documentation and audit requests

Education

Association/Bachelor degree in Accounting/Finance/Economics/Statistics/Mathematics

Job description

The Trust & Custody Operations (TCO) department is responsible for supporting the Corporate Trust and Institutional Custody lines of business. The TCO department is made up of several teams who perform back-office functions to support our large institutional client base. Assignments range from data entry, processing of checks, ACH, wire payments, increasing/decreasing client holdings and positions, analyzing data for regulatory reporting, client invoicing, and more. As the Trust & Custody Operations Intern, you will handle processing wire payments for scheduled principal and interest payments, making payment adjustments, performing transfer of ownership of securities, setting up new accounts, processing wire instruction changes, processing address changes, and much more.

How you will spend your time:

Facilitate trade activity (global and domestic) and monitor settlement Initiate domestic and foreign money movements Provide reporting as requested Facilitate problem resolution, tracking issues through to completion Follow company/department policies and procedures to mitigate risk Support documentation and audit requests. Cooperating with the direct manager which includes taking responsibility of personal development, self-evaluation, participating in meetings etc.

We're excited to talk with you if: You are currently enrolled in an Associate’s or Bachelor’s degree program specialized in Accounting, Finance, Economics, Statistics, or Mathematics

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

This position was posted on 09/28/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

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.

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 talentacquisition@umb.com 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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Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB

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