Custody Documentation Administrator supporting UMB's fast-growing Institutional Custody department. Assisting with account onboarding and tax documentation while fostering client relationships.
Responsibilities
Assist the Sr. Custody Document Admin and Global Product Manager with market-related activities and inquiries, including new accounts, tax documentation, and proxy.
Responsible for processing requests for markets and requests where physical/scanned documentation might be required, including alternative investments documentation, ensuring required documents are couriered in a timely manner.
Use communication skills to interact with clients and provide updates and answers to inquiries in a timely and professional manner
Requirements
Bachelor’s Degree in finance, accounting, or a related field; or equivalent work experience
Benefits
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
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