The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. The Operations Specialist role is a part of the Transfer Agency, which is one of the main services we offer our clients.
As an Alternative Investment Operations Specialist I, you will process all documents for AI products that UMB services. As documents come to your queue to process, you will review the document to ensure everything is in good order. You will research and resolve items that are not in good order.
As you grow your skills and become more proficient in your work, the funds will become more complex. You will also have the opportunity to help train new associates while assisting your manager with project work.
How you’ll spend your time:
Use your attention to detail to ensure transactions are processed accurately and timely to achieve customer satisfaction.
Use your data entry skills to input investor information into the database to achieve complete accuracy
Leverage your relationship building capability to review the work of other specialists and provide constructive feedback.
We’re excited to talk with you if:
You possess a Bachelor’s degree
You possess one year of transaction processing experience
Compensation Range:
$44,685 - $65,736The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB 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 more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't 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. You'll 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 [email protected] 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.
#LI-BW1
Skills Required
- Bachelor's degree
- One year of transaction processing experience
- Attention to detail to ensure accurate and timely transaction processing
- Data entry skills to input investor information accurately into databases
- Ability to research and resolve items not in good order
- Ability to review others' work and provide constructive feedback / assist in training
UMB Banks Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UMB Banks and has not been reviewed or approved by UMB Banks.
-
Leave & Time Off Breadth — PTO is positioned as generous, with at least 20 days for full-time employees that scale with tenure, plus dedicated volunteer hours and a personal well-being day. This breadth is complemented by paid holidays and additional time-off elements described in company materials.
-
Parental & Family Support — Up to eight weeks of paid parental leave at 90% of base pay is offered, alongside adoption reimbursement, fertility coverage, caregiver leave, and family-care tools. These supports indicate a robust approach to family and caregiver needs.
-
Retirement Support — Retirement offerings include a 401(k) with company match plus profit sharing with an ESOP component. The retirement program is described as a strong aspect of the overall package.
UMB Banks Insights
What We Do
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
.png)
