Transfer Agency Intern
UMB Bank(2 months ago)
About this role
As a Transfer Agency Intern, you will work within the daily products operations team, gaining knowledge on the legal documents required for investor account setups and the compliance necessary for those tasks. This role allows you to assist with investor correspondence and learn to navigate Envision Financial Systems Processing software while collaborating with various teams within the Registered Funds organization.
Required Skills
- Investor Correspondence
- Account Maintenance
- Envision Software
- Compliance Learning
Qualifications
- Currently Enrolled in Bachelor's Program
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