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STRIVE Recruitment Inc.

Contract Specialist

Hamilton, ON, Canada

$60,000 to $65,000 CAD / year · Full-time

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Job details

Pay: $60,000 to $65,000 CAD / year
Job type: Full-time
Apply by: Nov 25, 2026
Experience: Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Posting language: English
Posted: Oct 26, 2026

Original job description

The Role

Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and managing the smooth transfer of advisor blocks of business, whether through MGA changes or buy/sell agreements.

The ideal candidate has experience with transfers, contracts, and working with insurance carriers or MGAs, and thrives in a fast-paced, collaborative environment.

Advantages

$60,000 – $65,000 annually (based on experience)
9 AM – 5 PM, 1-hour lunch
Stable opportunity with long-term potential
Join a collaborative and supportive team of 4
Employer-paid benefits
Vacation after probation
Fully on-site to start, hybrid option available after 6 months

Responsibilities:

Manage inbound and outbound advisor block transfers
Collaborate with carriers, MGAs, and segregated fund providers to ensure accurate, timely completion
Submit and track required documentation for valuations and payments
Support orphan client reassignment and business transfers for deceased advisors
Review and reconcile client listings from carrier portals
Maintain accuracy of advisor profiles and transfer records in internal systems
Update WealthServ and FundServ systems to reflect business movements
Track and report progress using internal trackers and Apexa

Requirements

Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Proficiency in Apexa is required; WealthServ and/or FundServ experience is an asset
Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
Ability to manage multiple moving parts with attention to accuracy and timelines
Comfortable working in a fast-paced, detail-heavy environment

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More about this job

Responsibilities

Coordinate inbound and outbound advisor block transfers, working with carriers, MGAs, and segregated fund providers to complete documentation, valuations, and payments accurately and on time. Support client reassignment and deceased-advisor business transfers, maintain accurate records in internal systems and WealthServ/FundServ, and track progress using internal tools and Apexa.

Requirements

Requires at least 1–2 years of experience in insurance or financial services, including direct experience with contracts, transfers, or MGA operations. Apexa proficiency is required; WealthServ and/or FundServ experience is an asset, along with strong communication, accuracy, organization, and the ability to manage multiple tasks in a fast-paced environment.

Skills

Contract Management
Advisor Block Transfers
Insurance Operations
MGA Operations
Apexa
WealthServ
FundServ
Documentation Management
Valuation Coordination
Payment Tracking
Client Listing Reconciliation
Data Accuracy
Stakeholder Communication
Progress Tracking
Time Management

Benefits

Employer-Paid Benefits
Vacation After Probation

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Financial Services
Contract Management
Advisor Block Transfers
MGA Changes
Buy/Sell Agreements
Carriers
Managing General Agencies
Segregated Fund Providers
Valuations
Payments
Orphan Client Reassignment
Deceased Advisor Transfers
Client Listings
Apexa
WealthServ
FundServ
Internal Trackers
Documentation
Record Management
Stakeholder Communication

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