Transfer Agency Admin II

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

$50K-$95K not verified - source not recorded; timestamp not recorded

401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Transfer Agency Admin II Milwaukee WI The Registered Funds team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts. The Transfer Agency team primarily handles the day-to-day contact for Fund Services' clients. They manage and organize client launches, conversions, deconversions, and liquidations. This team has a deep understanding of products and how they work within a Transfer Agency As the Transfer Agency Admin II, you will oversee the delivery of Transfer Agency services for designated clients, including boarding, reporting, billing and issue resolution. You will also work closely with Client Services to fulfill strategic needs and align potential UMB Fund Service product offerings. How you will spend your time: Participate in Sales meetings with prospective clients and assist in the development of the service offerings for the Transfer Agent Responsible for more complex products or larger relationships Acts as initial point of contact for transfer agency clients Analyze, research, and respond to internal and external client inquiries Display strong consultative skills by representing TA interests on all client on boarding calls/conversion information, fund events, and client events to ensure successful launches Oversee projects, assuring projects are executed according to established deadlines and communicated to clients on a timely basis Coordinate regulatory and non-regulatory mailings including outside vendor relationships ensuring deadlines are met Produce daily, monthly, and quarterly shareholder statistics and performance reports Complete broker dealer questionnaires Acts as liaison to TA associates, TA Managers, and Client Service Team to assure

Read the full description at umb.wd1.myworkdayjobs.com. FewerJobs shows a source-linked preview and links to the original posting.