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Transfer Agency Jobs in Oregon (NOW HIRING)

Zara Homecare LLC

Caregiver

Portland, OR · On-site

$24/hr

Assist client with safe transfers (bed, wheelchair, toilet, chair, etc.) using proper techniques ... Report changes in client's condition to the agency's administrator or designee such as any ...

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Transfer Agency information

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 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.

How much do transfer agents make?

Transfer agents typically earn an average salary ranging from $40,000 to $70,000 per year, depending on experience, location, and the size of the organization. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries. The role often requires strong organizational skills and knowledge of securities regulations.

How to become a transfer agency?

To become a transfer agent, individuals typically need a high school diploma or equivalent, and some roles may require relevant experience or securities industry knowledge. Certification from the Securities Transfer Association or similar organizations can enhance job prospects, and familiarity with record-keeping and regulatory compliance is important. Employers may also require background checks and ongoing training to stay current with industry regulations.

What is a transfer agency job?

A transfer agency job involves managing shareholder records, processing transactions such as transfers, redemptions, and distributions, and ensuring compliance with regulations. Employees typically work with financial software and communicate with clients and fund companies to maintain accurate account information.

Who are the top 5 transfer agencies?

Transfer agencies are firms that handle the administration of securities transfers, often for mutual funds and investment companies. The top transfer agencies globally include Computershare, American Stock Transfer & Trust Company, EQ Shareowner Services, Broadridge Financial Solutions, and Continental Stock Transfer & Trust Company, known for their reliability, compliance, and technology platforms. These agencies are essential for maintaining accurate shareholder records and ensuring smooth transaction processing.

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 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution.

Customer Relations Representative - State Farm Agent Team Member

Mark Nguyen - State Farm Agent

Portland, OR • On-site

$35K - $55K/yr

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As an Customer Relations Representative - State Farm Agent Team Member for Mark Nguyen - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
 
 Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
 
 RESPONSIBILITIES: 
  • 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
  • Promote successful and long-lasting customer relations. 

QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Experience managing client relationships is preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Dedicated to customer service
  • Able to anticipate customer needs
  • Able to effectively relate to a customer
  • Proficiency in Spanish is preferred