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Transfer Agency Intern

UMB

Milwaukee WIInternshipPosted October 29, 2026

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. …

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The rest of the description, the direct apply link, your match score, a tailored resume and the recruiters to message all come with internOS Pro. 3 days free, then $10/month. Cancel anytime.