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Transfer Agent Jobs in Oregon (NOW HIRING)

CRMG

Affordable Leasing Agent

Portland, OR · On-site

$21 - $23/hr

The Affordable Leasing Agent will be responsible for facilitating the apartment leasing process ... transfer, leaves of absence, compensation, and training. This employer participates in E-Verify.

CRMG

Affordable Leasing Agent

Tigard, OR

$23 - $25/hr

The Affordable Leasing Agent will be responsible for facilitating the apartment leasing process ... transfer, leaves of absence, compensation, and training. This employer participates in E-Verify.

CRMG

Affordable Leasing Agent

Portland, OR

$21 - $23/hr

The Affordable Leasing Agent will be responsible for facilitating the apartment leasing process ... transfer, leaves of absence, compensation, and training. This employer participates in E-Verify.

CRMG

Affordable Leasing Agent

Portland, OR · On-site

$23 - $25/hr

The Affordable Leasing Agent will be responsible for facilitating the apartment leasing process ... transfer, leaves of absence, compensation, and training. This employer participates in E-Verify.

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Showing results 21-40

All JobsTransfer Agent JobsTransfer Agent Jobs in Oregon

Transfer Agent information

What is a transfer agent?

Transfer agents are financial institutions or companies responsible for maintaining records of who owns a corporation's stocks and bonds. They handle the issuance, transfer, and cancellation of certificates, ensure that investors receive dividends and interest payments, and may also manage shareholder communications. Transfer agents play a crucial role in ensuring the integrity of securities ownership records and facilitating transactions between buyers and sellers. They also help prevent fraud and errors by verifying the authenticity of transfers and supporting regulatory compliance.

What are the key skills and qualifications needed to thrive as a transfer agent, and why are they important?

To thrive as a Transfer Agent, you need strong attention to detail, proficiency in record-keeping, and an understanding of securities regulations, often supported by a degree in finance, business, or a related field. Familiarity with shareholder management systems, transfer agency software, and knowledge of compliance standards such as SEC regulations are typically required. Excellent organizational, communication, and customer service skills help you manage sensitive transactions and resolve inquiries efficiently. These skills ensure accurate processing of securities transfers, regulatory compliance, and positive client experiences in a high-stakes financial environment.

What are some typical challenges a transfer agent may face when processing shareholder transactions?

Transfer Agents often handle a high volume of transactions, which requires careful attention to detail to prevent errors such as misrecording share transfers or incorrect updating of shareholder records. They may also need to resolve discrepancies or handle special requests from shareholders, such as lost certificate replacements or name changes, in accordance with regulatory requirements. Balancing accuracy, regulatory compliance, and timely service can be challenging, but robust internal procedures and ongoing training help mitigate these issues.

What is the difference between Transfer Agent vs Registrar?

AspectTransfer AgentRegistrar
Primary RoleMaintains shareholder records, processes stock transfers, and handles dividendsRegisters shareholders, maintains the official list of stockholders, and manages issuance of certificates
CredentialsTypically requires securities industry licenses and knowledge of transfer processesSimilar credentials, often overlapping with transfer agents
Work EnvironmentFinancial institutions, transfer agencies, or corporate settingsCorporate registries, transfer agencies, or financial service providers
Industry UsageCommonly used in securities and investment industriesUsed in corporate governance and securities issuance

Transfer agents and registrars often work together but have distinct roles. Transfer agents focus on processing transfers and maintaining shareholder records, while registrars primarily register shareholders and issue certificates. Both roles require similar credentials and are vital in securities management within the financial industry.

How do you become a transfer agent?

To become a transfer agent, individuals typically need a high school diploma or equivalent, with some roles requiring a bachelor's degree in finance, accounting, or related fields. Relevant skills include attention to detail, knowledge of securities laws, and proficiency with record-keeping systems; obtaining industry certifications such as the Certified Transfer Agent (CTA) can also enhance job prospects.

How much do transfer agents make?

Transfer agents typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the company. Entry-level positions may start lower, while experienced agents or those with specialized skills can earn higher wages. Compensation often includes benefits and opportunities for advancement within financial or securities firms.

What does a transfer agent do?

A transfer agent is responsible for maintaining records of a company's shareholders, processing stock transfers, issuing new shares, and handling related administrative tasks. They ensure accurate ownership records and facilitate communication between the company and its investors, often using specialized software and adhering to regulatory requirements.

What are popular job titles related to Transfer Agent jobs in Oregon?

For Transfer Agent jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Transfer Agent jobs in Oregon look for?

The top searched job categories for Transfer Agent jobs in Oregon are:

Transfer Agent jobs near you
Infographic showing various Transfer Agent job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution.

Customer Relations Representative - State Farm Agent Team Member

Paul Barton - State Farm Agent

Tualatin, OR • On-site

$45K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 2 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

ABOUT OUR AGENCY:
Since 2006, we’ve proudly served the Oregon and Washington communities as a dual-state licensed State Farm Agency, specializing in helping customers with out-of-state transfers and delivering personalized, high-quality service. With over 120 years of combined experience on our team, we bring a depth of knowledge and a collaborative spirit to every interaction.
As a second-generation State Farm Agent and proud Oregon native, I’ve built this agency on a foundation of community connection, hard work, and integrity. I’m a long-time member of the Tualatin Chamber of Commerce, and our agency is proud to support local businesses and community events. Over the years, our team has been recognized with honors including Ambassador Travel, Legion of Honor, and the Gold Honor award.
If you're someone who values community, personal growth, and being part of a tight-knit, knowledgeable team, we’d love to meet you.
ROLE DESCRIPTION:
As Customer Relations Representative - State Farm Agent Team Member for Paul Barton - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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: 
  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.