Operations Specialist I – AI

UMB Bank

Alternative Investments Operations Specialist in Funds Services division handling documentation for new clients. Ensuring accurate, timely processing of transactions and supporting operational efficiency initiatives.

Posted 5/28/2026full-timeMilwaukee • Montana, Wisconsin • 🇺🇸 United StatesJunior💰 $33,920 - $59,760 per yearWebsite

About the role

Key responsibilities & impact

Ensure that all transactions are processed accurately, timely, and completed in their entirety
Participate in projects/project teams and client conversions
Test new systems and programs to improve efficiency and effectiveness
Perform comprehensive review of all investor documents to ensure accuracy
Input investor information into database ensuring 100% accuracy
Review the work of others specialists and provide constructive feedback
Assist with writing and updating procedures

Requirements

What you’ll need

Bachelor’s degree
One year of transaction processing experience

Benefits

Comp & perks

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
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

transaction processingdata entrydocument reviewsystem testingprocedure writingaccuracy verification

Soft Skills

attention to detailconstructive feedbackteam collaborationcommunication

Certifications

Bachelor’s degree