- UMB Bank (Milwaukee, WI)
- …full service clients as assigned. Review the work of and provide feedback/training for Fund Administrator I. Serves as a primary contact for clients and present ... to client boards for personal clients as well as those of Fund Administrator I. Key Functions: Expense Management Determine applicable fees based on final… more
- UMB Bank (Milwaukee, WI)
- …tax, audit, and administrative services for mutual funds and collective trusts. As the **Tax Administrator Sr.** , you will prepare and review the work of a group of ... Tax Administrators (I, II and III). Reviewing responsibilities primarily includes income and...will spend your time:** + Coordinate with Lead Tax Administrator the tax portion of annual audit of financial… more