Custody Documentation Administrator (Hybrid Schedule) jobs in United States
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UMB Bank · 18 hours ago

Custody Documentation Administrator (Hybrid Schedule)

UMB Bank is a financial institution seeking a Custody Documentation Administrator to support its Institutional Custody department. This role involves processing client onboarding requests, managing tax documentation, and fostering relationships with clients to ensure efficient account management.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

You will assist the Sr. Custody Document Admin and Global Product Manager with market-related activities and inquiries, including new accounts, tax documentation and proxy
You will be 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
You will use your communication skills to interact with clients and provide updates and answers to inquiries in a timely and professional manner

Qualification

FinanceAccountingClient CommunicationTax DocumentationTeam Collaboration

Required

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
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits

Company

UMB Bank

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UMB Financial Corporation is a commercial bank that offers various financial services.

H1B Sponsorship

UMB Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
$606.13M
2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M

Leadership Team

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Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
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Phillip Mason
President of Institutional Banking
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Company data provided by crunchbase