UMB Bank · 4 weeks ago
Transfer Agency Intern
Milwaukee WI
Internship
Onsite
Intern
$28K/yr - $54K/yrUMB Bank is a financial institution that offers a variety of services, and they are seeking a Transfer Agency Intern to join their operations team. In this role, the intern will assist with processing transactions and learn about the legal and compliance requirements for setting up investor accounts.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
You are currently enrolled in a Bachelor's program
Benefits
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
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
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
Founded in 1913
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
Company data provided by crunchbase