U
UmbTransfer Agency Intern
Milwaukee WIonsitejunior$34K – $50K
Posted 3 days ago · via Workday
About this role
The Transfer Agency Operations Team processes all of the Registered Fund’s clients’ transactions, which includes account setups, and account maintenance. This requires the team to work within the Envision software. As the Transfer Agency Intern , you will work within our daily products operations team. You will learn which legal documents, such as trust documents, corporate entity documents, authorized signers list, etc. are required to setup accounts for investors, while also learning about the compliance needed within those tasks.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: monday, teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Milwaukee WI. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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mondayteams