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 workplace.
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: 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, incorporations, 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