Contract Specialist
Hybrid · Hamilton, Ontario, Canada
Job Summary
Contract Specialist to coordinate and manage advisor block transfers, collaborate with carriers, MGAs, and segregated fund providers, submit/track documentation for valuations and payments, support reassignment and transfers for deceased advisors; perform data management (reconciling client listings, updating systems such as WealthServ and FundServ), maintain transfer records, track progress with internal trackers and Apexa, and provide cross-functional support during onboarding, contracting, and corporate transitions. Requires 1–2 years in insurance/financial services with contracts/transfers/MGA experience; proficiency with Apexa and familiarity with WealthServ/FundServ; strong communication and organizational skills; ability to work in a fast-paced, detail-heavy environment.
Required Qualifications
- 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; WealthServ and/or FundServ experience is an asset
- 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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