Contract Specialist

Hamilton, ON

$60,000 - $65,000 annually

ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs

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 setting.

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 WealthServ and FundServ 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; WealthServ and/or FundServ 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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📌 Contract Specialist (Canada)
🏢 STRIVE Recruitment
📍 Canada