Alternative Investments Operations Specialist l
About the role
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.
Responsibilities
- Process all documents for AI products that UMB services.
- Review documents to ensure everything is in good order.
- Research and resolve items that are not in good order.
- Assist in training new associates.
- Assist with project work.
Requirements
- Possess a Bachelor’s degree.
- Possess one year of transaction processing experience.
Qualifications
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.
Skills
Not specified.
Benefits
Not specified.
Pay
$44,685 - $65,736
Schedule
Not specified.
Benefits
Not specified.
Application Deadline
45 days from the posting date unless filled earlier.
Company Information
UMB is committed to inclusion and diversity and provides 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.