Transfer Agency Intern
About The Position
The Transfer Agency Intern will work with the daily products operations team within the Transfer Agency Operations Team. The team processes Registered Fund client transactions, including account setup and maintenance, using Envision software. The intern will learn which legal documents are required to set up investor accounts, such as trust documents, corporate entity documents, and authorized signers lists, as well as the compliance requirements involved in these tasks. The internship runs from late May to late July. The schedule is on-site Monday through Thursday and remote on Friday. The position was posted on October 29, 2026, and the application deadline is 45 days after the posting date unless the role is filled earlier.
Requirements
- Currently enrolled in a bachelor's program.
Responsibilities
- Assist with physical investor correspondence, including purchase checks, applications, maintenance requests, and transfer documents.
- Learn the Envision Financial Systems Processing software.
- Keep demographic information on investor accounts up to date.
- Work on projects in collaboration with different teams within Registered Funds.
- Learn the legal documents and compliance requirements needed to set up investor accounts.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
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What This Job Offers
Career Level
Intern
