Transfer Agency Intern
UMB Bank•Milwaukee, WI
•$33,786 - $49,698•Hybrid
About The Position
The Transfer Agency Intern will work within the daily products operations team supporting Registered Funds. The Transfer Agency Operations Team processes client transactions, including account setups and account maintenance, using Envision software. The intern will learn which legal documents are required to set up investor accounts, including trust documents, corporate entity documents, and authorized signer lists, as well as the compliance requirements involved in those tasks. The role runs from late May to late July. The schedule is on-site Monday through Thursday and remote on Friday.
Requirements
- Currently enrolled in a Bachelor’s program.
Responsibilities
- Assist with physical investor correspondence, including purchase checks, applications, maintenance requests, and transfer documents.
- Learn to use 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 required to set up investor accounts and the compliance requirements involved.
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
