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Transfer Agency Jobs in Oregon (NOW HIRING)

Multnomah County

Animal Control Officer 1

Portland, OR · On-site

$26.07 - $32.06/hr

Transport animals to partner agencies or owners as necessary * Prioritize calls and cases based on ... Minimum Qualifications/Transferable Skills*: * Equivalent to the completion of twelfth grade * Six ...

Multnomah County, OR

Animal Control Officer 1

Portland, OR · On-site

$26.07 - $32.06/hr

Transport animals to partner agencies or owners as necessary * Prioritize calls and cases based on ... Minimum Qualifications/Transferable Skills*: * Equivalent to the completion of twelfth grade * Six ...

LMI

$114K - $137K/yr

... agencies at commercial speed. Leveraging our mission-ready technology and solutions, proven ... Develop and automate batch and real-time ETL/ELT workflows, data integrations, APIs, and ...

Innosoul inc

Automation Tester

Salem, OR · On-site

$46.25 - $61/hr

Access to Agency systems will be provided via VPN or similar software. No hardware or additional ... transfers, redeterminations, and consumer assistance. Advanced understanding of Marketplace ...

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Transfer Agency information

What does a transfer agency professional do?

As a Transfer Agency professional, your daily tasks often include processing investor transactions, updating and maintaining accurate shareholder records, and responding to client and investor inquiries via email or phone. You'll be responsible for ensuring all activities comply with relevant regulations and internal controls, which may involve close collaboration with compliance, fund accounting, and client services teams. Additionally, you may help prepare reports, assist during audits, and troubleshoot reconciliation issues as they arise. This dynamic work environment provides exposure to various aspects of fund administration and can serve as a strong foundation for career growth within financial services.

What are the key skills and qualifications needed to thrive in the transfer agency position, and why are they important?

To thrive in a Transfer Agency role, you need a solid understanding of financial services operations, attention to detail, and proficiency with data entry and reconciliation, typically supported by a relevant degree or experience in finance or business administration. Familiarity with industry software platforms such as TA systems, fund accounting platforms, and regulatory compliance tools is highly beneficial. Strong organizational, problem-solving, and client communication skills distinguish top performers in this position. These abilities enable accuracy, regulatory compliance, and excellent customer service within a highly detail-oriented, deadline-driven environment.

What is a transfer agency?

A Transfer Agency job involves managing the administration of investment funds, including processing investor transactions, maintaining shareholder records, and handling client inquiries. Professionals in this role ensure compliance with regulatory requirements, facilitate fund subscriptions and redemptions, and provide reporting services to investors and fund managers. Strong attention to detail, financial knowledge, and customer service skills are essential in this field.

What are popular job titles related to Transfer Agency jobs in Oregon? For Transfer Agency jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Transfer Agency jobs in Oregon look for? The top searched job categories for Transfer Agency jobs in Oregon are:
What cities in Oregon are hiring for Transfer Agency jobs? Cities in Oregon with the most Transfer Agency job openings:
Transfer Agency jobs near you
Infographic showing various Transfer Agency job openings in Oregon as of August 2026, with employment types broken down into 2% As Needed, 73% Full Time, 12% Part Time, 12% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Customer Service Representative

Teresa Lulay - State Farm Agency

Salem, OR

$15.75 - $21.50/hr

Full-time, Contractor

Life, Retirement, PTO

Posted 26 days ago

Job description

Teresa Lulay - State Farm Agency, located in Salem, OR is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This is a position focused on Customer Service for a well-established State Farm Agent.

If you have a talent for customer care and understand the needs and motivations of people, we want you on our team! As our Customer Service Representative, you’ll work to inspire customer loyalty and significantly enhance the overall State Farm Insurance customer experience.

Responsibilities include but not limited to:

  • Answer phones and greet clients
  • Establish customer relationships and follow up with customers, as needed
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Use a customer-focused, needs-based review process to educate customers about insurance options

You will receive:

  • Salary plus Commission/Bonus
  • Paid Time Off (vacation and personal/sick days)
  • Group Life Insurance
  • Retirement Plan
  • Valuable experience
  • Growth potential/Opportunity for advancement within my office

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Excellent communication skills - written, verbal and listening
  • Bilingual a plus!
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Ability to work in a team environment
  • Ability to assess customer needs and conduct effective interviews
  • Ability to effectively relate to a customer
  • Property Casualty license (must be able to obtain within 30 days)
  • Life and Health license (must be able to obtain within 30 days)

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.