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Transfer Agency Operations Rep l (100 On-site) at UMB Bank
UMB Bank
Milwaukee, WI
Administration
Posted 0 days ago
Job Description
The UMB Registered Fund team which manages the daily accounting tax audit administration and operational tasks for mutual fund and collective trust clients.As the Transfer Agency Operations Rep I you will be responsible for all data entry processing for incoming shareholder will setup new accounts process transactionsandvariousaccountmaintenance items.How you will spend your time: Opens and scans in mail: checks apps shareholders transactions paperworkCheck depositsFiling daily mail after scanningReturn mailUpdating address within the systemWill be eventually more project driven tasks (new processing system)Role can evolve into more processing (based on outlook of role)Were excited to talk with you if: You have a High School Diploma or equivalentYou have at least 6 months transaction processing office or customer service experience.Compensation Range:$32640.00 - $62640.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional informationUMB 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 moreYoure more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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 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. Key Skills Hp Unix,Administration & Operation,Ado,IT Security,Management Administration Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 32640 - 62640
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