Overview
Contract Specialist Jobs in Hamilton, Canada at Strive Recruitment Inc.
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)
- Stable opportunity with long-term potential
- Join a collaborative and supportive team of 4
- Fully on-site to start, hybrid option available after 6 months
Responsibilities Transfer Coordination
- 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
Data Management
- Review and reconcile client listings from carrier portals
- Maintain accuracy of advisor profiles and transfer records in internal systems
- Update Wealth Serv and Fund Serv systems to reflect business movements
- Track and report progress using internal trackers and Apexa
Cross-Functional Collaboration
- Partner with onboarding and contracting teams to support advisor transitions
- Identify and communicate issues such as advisor debt or missing documentation
- Assist in hierarchy changes (personal to corporate transitions, in corporations, acquisitions)
- Provide coverage during absences or vacation periods within the department
Requirements
- Industry
Experience:
Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
- Software Knowledge:
Proficiency in Apexa is required;
Wealth Serv and/or Fund Serv experience is an asset - Communication
Skills:
Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
- Organizational
Skills:
Ability to manage multiple moving parts with attention to accuracy and timelines
- Team Fit:
Comfortable working in a fast-paced, detail-heavy environment
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Title: Contract Specialist
Company: Strive Recruitment Inc.
Location: Hamilton, Canada
Category:
