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Transfer Agency Jobs in Portland, OR (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 ...

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All JobsTransfer Agency JobsTransfer Agency Jobs in Portland, OR

Transfer Agency information

See Portland, OR salary details

$12

$17

$29

How much do transfer agency jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for transfer agency in Portland, OR is $17.88, according to ZipRecruiter salary data. Most workers in this role earn between $14.52 and $19.90 per hour, depending on experience, location, and employer.

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 Portland, OR?

For Transfer Agency jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Transfer Agency jobs in Portland, OR look for?

The top searched job categories for Transfer Agency jobs in Portland, OR are:

Transfer Agency jobs near you
Infographic showing various Transfer Agency job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 8% Part Time, and 13% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $37,185 per year, or $17.9 per hour.

Licensed Agency Consultant - Vancouver WA | Dick Hannah Dealerships

Vancouver, WA • On-site

Dick Hannah Insurance Agency
See more jobs at Dick Hannah Insurance Agencyexternal

$55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

As a Licensed Agency Consultant, you will play a pivotal role in delivering exceptional service and support to our clients and internal team. This position involves managing a range of customer service functions, including addressing client inquiries, processing insurance claims, maintaining accurate records, and performing essential administrative tasks to ensure the smooth operation of the agency.
Licensed Agency Consultant Compensation and Benefits:
Licensed Agency Consultant Competitive Salary: Applicants with an active property and casualty insurance license start with a $22 base hourly rate plus 3-10% commission on written premiums per the pay plan terms. Average annual total compensation is $55,000 with increased potential based on productivity/number of sold products. Candidates without a P&C license will start at a $16.50 hourly rate until licensed.
Generous Paid Time Off (PTO): We prioritize work-life balance, offering industry-leading PTO. New full-time employees accrue 4 hours per pay period, totaling approximately 96 hours in the first year, with increases over time.
Comprehensive Benefits Package:Hannah Motor Company provides extensive health benefits starting the first month after 60 days of employment. Options include medical, dental, vision, Health Savings and Flexible Spending accounts, life insurance, and short- and long-term disability, employee assistance program, alongside a robust 401(k) plan for retirement planning.
Paid Holidays:Hannah Motor Company offers at least 3paid holidays per year to the Licensed Agency Consultant subject to completion of the introductory period and other eligibility requirements as per company policy.
Licensed Agency Consultant Responsibilities:
  • Assists walk-in customers in a prompt and courteous manner.
  • Answers incoming calls in a prompt and courteous manner ensuring all calls are serviced or transferred to the appropriate party.
  • Returns all agency voicemails by the end of the business day.
  • Post customer payments, completes, and performs all other customer service/administrative duties as may be assigned.
  • Schedules policy reviews to address policy changes.
  • Identifies cross-sale opportunities.
  • Quotes and writes new policies.
  • Investigates billing inquiries.
  • Handles correspondence for the insurance department.
  • Documents all communication and client business in agency CRM.
  • Forwards new business documentation and follow-up requests to appropriate party.
  • Participates in agency training and required continuing education for insurance license. Stays current on all product offerings offered by the insurance department.
  • Follows compliance guidelines of each company the insurance department represents.
  • Follows all insurance rules and regulations set by the Insurance Commissioner for both Washington and Oregon.
  • Notifies customers of potential policy changes including non-renewals, undisclosed drivers, discount losses etc.
  • Consistent and reliable attendance.
  • Maintains a professional appearance.

Licensed Agency Consultant Qualifications:
  • Ability to interpret a variety of instructions furnished in written and oral form.
  • Ability to multi-task.
  • Ability to work alone, self-motivate and manage one's own time.
  • Physical ability to use computer hardware/software.
  • Computer literate (MS Word, Excel, Outlook,).
  • Organized and extremely detail oriented.
  • Research skills.
  • General math skills.
  • Prompt and consistent attendance.

At Dick Hannah Dealerships, our Core Values are summed up in four words: Family, Integrity, Respect and Purpose. We're a family-run business that's been around since 1949 but keep our focus on the future and innovation. The Hannah family is passionate about how our business is run and treating our employees just as well as our customers. Every day. We truly care for our employees and sincerely appreciate everyone's day-to-day contributions.
Dick Hannah Dealerships. Believe in nice.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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