Jobs · Training · California

Intern

UMB Bank · Costa Mesa, CA · 1 mo ago
Training$34k–$50k/yrFull-time

About the role

The Corporate Trust team is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance, and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.

As the Corporate Trust Intern, you will work within the Corp Trust and Escrow group, helping with municipal bond administration and trustee services. You will have a healthy mix of team-oriented and autonomous work.

How You Will Spend Your Time

  • You will gain exposure to different teams and business partners in the Corp Trust and Escrow industry
  • You will help new accounts be onboarded
  • You will assist in keeping accounts current and in good standing
  • You will assist with client outreach and take action steps for ticklers and aged receivables
  • You will complete audit confirmations for clients
  • You will be apart of ongoing training for professional development within Corporate Trust

Qualifications

  • You are currently enrolled in a bachelor's program
  • You are proficient Excel
  • You are proficient in professional written and verbal communication
  • You have an interest in numbers and calculations

Pay

Compensation Range $33,786 - $49,698

Benefits

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.

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